# How we source candidates for open roles

The outbound-sourcing agent we run on Kortix — daily, it finds candidates on LinkedIn for each open role, checks Greenhouse so no one already in the pipeline gets a duplicate reach-out, and drafts a personalized email for the recruiter to review and send.

Canonical page: https://kortix.com/use-cases/candidate-sourcing

Filling an open role isn't just reading the applications that arrive — the
best candidates for a lot of roles aren't applying anywhere, they're already
employed and not looking. Finding them means searching LinkedIn by hand,
checking the ATS to make sure whoever you found isn't already in the
pipeline, and writing an intro that actually references their background
instead of a generic template. Done well, it's hours of work per role.
Done under time pressure, it gets skipped and the role stays open longer.

We run a candidate-sourcing agent on Kortix that does the search and the
first draft every day. For an open role, it finds matching candidates on
LinkedIn, checks Greenhouse so it never resurfaces someone already in the
pipeline, and drafts a personalized outreach email referencing each
candidate's actual background. It sources and drafts only — the recruiter
reviews every draft, and nothing sends and no one is added to the ATS
without them. This is how we source our own outbound pipeline.

- **Team:** Kortix
- **Runs on:** Daily cron
- **Connected systems:** Greenhouse · LinkedIn · Email
- **Mode:** Sources and drafts only · recruiter reviews and sends

## The problem

Outbound recruiting is a research problem before it's a writing problem, and
neither half scales by hand. Searching LinkedIn for candidates who actually
match a role's real bar takes real time, and doing it well across several
open roles at once is more than one recruiter can sustain daily. Then there's
the dedupe check: has this person already applied, already been
contacted, already passed on an earlier round? Skipping that check means a
candidate gets the same cold email twice, which reads as sloppy at best.

The usual shortcuts make it worse. A generic sourcing tool exports a list of
profiles with no reference to the pipeline, so recruiters re-discover people
who are already in Greenhouse. A templated outreach message goes out to
everyone in the list with a name swapped in, and candidates who get a lot of
these can tell instantly. Neither problem gets fixed by working faster —
they get fixed by connecting the systems that already have the answer.

## What we built

On Kortix, a daily cron triggers an agent. It spawns a fresh session (a cloud
sandbox) scoped to an open role, searches LinkedIn for candidates matching
that role's profile, checks the role's Greenhouse pipeline so it never
proposes someone already there, and drafts a personalized outreach email for
each new match — referencing that candidate's real background, not a
template. Every draft lands in the recruiter's inbox for review; the agent
never emails a candidate and never touches Greenhouse.

## How it works

### Run on a daily cron

A **cron trigger** fires the agent once a day. Each firing spawns a fresh
**session** in its own sandbox scoped to one open role, so every day's batch
is sourced and deduped against the current state of the pipeline — nothing
carries over from the day before.

### Give the agent the role's sourcing profile

What "a match" means for this role — the title, seniority, skills, and any
other criteria worth searching for — lives as **skills** and **memory** that
travel with the agent, alongside the outreach angles that make a message
worth opening instead of ignoring. When the role's bar changes or a message
pattern gets better replies, we write it down and the next day's batch
reflects it.

### Connect Greenhouse, LinkedIn, and email

Through scoped **connectors**, brokered server-side so no raw token reaches
the model, the agent can:

- **Search LinkedIn** — for candidates matching the role's sourcing profile.
- **Check Greenhouse** — the open role's pipeline, so anyone already
applied, contacted, or passed on gets skipped rather than re-surfaced.
- **Draft to email** — a personalized outreach message per new candidate,
referencing their actual background, held for the recruiter to send.

### Set the guardrails

The agent's job stops at the draft. It never sends an outreach email itself
and never adds, moves, or tags anyone in Greenhouse — sourcing and drafting
only. Credentials are encrypted in the Secrets Manager and injected at
runtime, scoped to the agents you grant them to.

### Hand the batch to the recruiter

With that in place, each morning brings a small batch of new candidates for
the open role, each with a drafted email that references their real
background and a note on why they matched. The recruiter reads each one,
edits where they want, and sends it themselves — or adds the candidate to
Greenhouse themselves, if they choose to. Nothing is written back out except
the drafts.

> **The pattern**
> A daily **cron** spawns a fresh session scoped to one open role, with
> **connectors** into LinkedIn to source and Greenhouse to dedupe. The
> sourcing profile and outreach angles live as **skills** and **memory**. The
> agent drafts to email and stops — the recruiter reviews, sends, and owns
> the ATS.

## Guardrails

The agent can search for and contact real people, so the boundary between
"draft" and "send" is the control that matters:

- **Isolation.** Every run happens in its own isolated sandbox, scoped to one
  open role. Only the drafted emails are written back out.
- **Scoped secrets.** The Greenhouse and LinkedIn credentials are encrypted in
  the Secrets Manager and injected into the sandbox at runtime, scoped to the agents you grant them to.
- **Human approval gate.** The agent never sends outreach itself and never
  adds a candidate to Greenhouse. Every draft is held for the recruiter to
  review, edit, and send — and the ATS is theirs to update.
- **Dedupe before draft.** The agent checks the role's Greenhouse pipeline
  before drafting anything, so a candidate already applied, contacted, or
  passed on never gets a duplicate reach-out.
- **Everything is code.** The sourcing profile, outreach angles, and
  per-system permissions are files in the repo, versioned and changed through
  a reviewed **change request** rather than a dashboard setting.

## The outcome

- **Every day:** New candidates sourced and deduped per open role
- **Zero:** Duplicate reach-outs to candidates already in the pipeline
- **3 systems:** Greenhouse, LinkedIn, and email in one agent

Sourcing for an open role now starts with a batch already searched, deduped
against the pipeline, and drafted with a real reference to each candidate's
background. The recruiter's day starts with review instead of research, and
every send and every ATS change still stays with them.
