Sourcing Shortlist From Sheet
Already track candidates in a spreadsheet? This agent reads it, ranks everyone against the role, and writes back a shortlist.
- Documents needed
- Optional: Job description
- Output
- → Document
- Connectors used
- Data: Airtable Google Sheets Microsoft Excel
Choose which connector to use each time you run it.
What it does
The Sourcing Shortlist From Sheet agent reads the candidate tracker you already keep in a spreadsheet, scores everyone against the role, and writes a ranked shortlist back into your project.
Why recruiters use it
- Put the spreadsheet you already maintain to work, without copy-pasting.
- Rank candidates against the real requirements, with the reasoning shown.
- No new system to learn — it reads your existing sheet.
Connect your data source
Pick any one of your connected data connectors when you run it:
- Google Sheets
- Microsoft Excel
- Airtable
What you get
A ranked shortlist document with a short rationale for each candidate and a note on who didn't make the cut.
How to run it
Open a project with a role brief, choose your spreadsheet source, and run. The shortlist is saved to your project files.
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