Free 30-page playbook

Stop copy-pasting between your AI chat and your ATS.

This playbook shows recruiters exactly how to turn a passive AI chat into an active AI agent, one that searches, scores, drafts, and updates your ATS for you. Written by SourceGeek's co-founder, with 20+ prompts you can use today.

  • Turn a messy intake call into a structured Ideal Candidate Profile in seconds
  • Search for candidates in plain language, no more Boolean strings
  • Rediscover strong candidates already sitting forgotten in your ATS
  • Write outreach that is personal to each candidate, sent from your own mailbox
  • Screen CVs bias-free and sync scores straight to your candidate profiles
Used by recruiters at Boulder, RnB Consultancy, and Copytalent
Cover of The AI Agent Playbook for HR & Recruitment

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Contents

What is inside the playbook

Seven chapters, each with a short explanation and ready-to-use prompts you can paste straight into your own AI agent.

  1. The transformation to an integrated AI agent

    How to move from a passive AI chat to an agent connected to your ATS, mailbox, and calendar, plus how to set up shared workflows for your whole team.

  2. Intake process and smart job analysis

    Convert raw intake notes into a structured Ideal Candidate Profile, then check feasibility and salary benchmarks against your own ATS history.

  3. Sourcing, live search and ATS talent rediscovery

    Search in plain language instead of Boolean strings, and reactivate strong candidates who already applied to you in the past.

  4. Outreach, mailbox integration and candidate engagement

    Write hyper-personalized emails and InMails, set up automated follow-up sequences, and handle candidate objections in real time.

  5. Screening, assessment and interview preparation

    Run bias-free blind CV screening, sync scores and evidence to your ATS, and generate briefing packs for Hiring Managers.

  6. Calendar integration, communication and candidate experience

    Schedule interviews without the back-and-forth, send constructive rejections, and nurture your talent pool automatically.

  7. 24/7 recruitment operations and system automation

    Let the agent run background sourcing, weekly pipeline reports, and ATS data cleansing while you focus on candidates.

Copy, paste, and go

Every chapter ends with action-oriented prompts you can use immediately, written for the exact moment in your workflow they solve.

Prompt 1: Converting raw intake notes into an ICP
"Analyze the raw intake notes with the Hiring Manager below. Generate a clear Ideal Candidate Profile containing must-haves, nice-to-haves, soft skills, search synonyms, and three interview questions..."

Written by Niels Berkhout

CEO & Co-founder of SourceGeek, the AI agent for recruitment and HR teams.

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Download the playbook and get 20+ prompts you can start using in your next intake call.

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