Step-by-step prospecting workflow with AI and Automation

The Proven Process for Identifying and Engaging Prospects and Candidates

The current buzz around AI, tools, and automation in recruitment can easily lead to time wasted in confusion instead of productivity gains. This is especially true in AI sourcing and AI Prospecting.

So, why read this article?
Because we're going to directly explore the practical steps of a process that eliminates, not only the manual work, but also the need for you to constantly switch between tools, importing and exporting data.

The essence of automation should be: "less clicking, less writing, and less aimless tool-hopping"πŸ˜‰

In a typical Prospecting Workflow:

πŸ‘‰ Step 1:

Searching on LinkedIn, and other profile sites (+ Google and Bing X-Ray)

πŸ‘‰ Step 2:

Filter and remove the false positives

πŸ‘‰ Step 3:

Find emails and contact details

πŸ‘‰ Step 4:

Send personalized emails and LinkedIn outreach at scale

πŸ‘‰ and ...


Alright, let's dive right in.

Step 1:
Search on LinkedIn and import target profiles

In Recruiting and in B2B prospecting, it is natural to start from LinkedIn. So, start searching for your ideal candidate or prospect there using standard LinkedIn filtering or perhaps identify LinkedIn Groups, LinkedIn Events or simply LinkedIn Posts relevant to your target.

With the right automation tool, one click is sufficient to import hundreds of these relevant profiles.

Then, as a recruiter or sourcer the full bio and career history will be necessary, so ensure that you can get all the needed info for a more in-depth (pre-)screening of your candidates in step 2.

It is worth mentioning that such sourcing features in are available for freeπŸ€‘ (click for details).

Automated Profile Import Based on Search Criteria

The cornerstone of identifying suitable prospects and candidates often lies in advanced LinkedIn searches.

Reclaim valuable time as you seamlessly import LinkedIn profiles aligning with your search criteria. Set precise parameters to retrieve profiles that match your needs, whether utilizing LinkedIn, Sales Navigator, or Recruiter search functionalities. Streamline the process of identifying potential candidates with precision.

Import LinkedIn search results and lists
Import LinkedIn search results and lists using the Jobin's browser plugin

Automated Import of your LinkedIn 1st Connections

Take benefit from your existing network through the automated import of your LinkedIn 1st connection as well as the networks of individuals with shared interests. offers an avenue to tap into these expanded networks, granting you heightened access to potential candidates and diverse talent pools. Nurture professional relationships with unparalleled ease.

Auto Import Members from Relevant Groups on LinkedIn

Broaden your network by engaging with experts who belong to focused communities conversing about subjects and technologies pertinent to your role. Effortlessly import members from relevant groups, enabling you to unearth potential candidates showcasing proven proficiency and enthusiasm in distinct domains.

Import of LinkedIn Group member
Import of LinkedIn Group member from the Jobin's browser plugin

Automated Import of LinkedIn Attendees from Relevant Events

Connect with a community of experts who are actively participating in subjects and sectors that align with your recruitment requirements.

Streamline the process of importing event attendees who share common interests with your offerings. Pinpoint potential candidates who are proactively immersed in your targeted domains.

Auto Import of Company Employee Profiles

Easily retrieve and analyze pertinent employee information from specific companies by importing profiles from LinkedIn. This enables you to delve into the talent pools of organizations that pique your interest, streamlining your candidate-sourcing efforts.

Company employees imported into the repository

Automated Import of Participants and Commenters on Relevant Posts

Recruiters often unearth valuable insights and potential candidates within LinkedIn discussions. Automate the process of importing those engaged in posts and conversations related to your hiring needs. Discover individuals who actively contribute to conversations within your industry, showcasing their potential interest in fresh opportunities.

Automated Import of LinkedIn Newsletter Subscribers

Effortlessly import your complete LinkedIn Newsletter subscriber list. Seamlessly integrate this invaluable data into your ATS/CRM system, streamlining your talent acquisition process. The import of LinkedIn Newsletter subscribers is fully automated, ensuring comprehensive profiles and a holistic view of your subscriber base are readily accessible.

Import list of LinkedIn newsletter subscribers
Import list of LinkedIn newsletter subscribers using the Jobin's browser plugin

Auto .csv format import (Excel & GoogleSheets) with machine learning

Experience streamlined importing with the power of's machine learning capabilities. The platform intuitively identifies and pre-configures familiar .csv data structures, removing the requirement for manual data mapping. This advancement minimizes errors and accelerates the import procedure, contributing to enhanced efficiency.

machine learning to import .csv into your database

Import from Contact Lists and Address Books

Effortlessly consolidate your contacts from diverse accounts and address books into a singular, organized repository using As part of the import process, the platform's de-duplication functionality identifies and removes duplicate contacts.

Professional activities of people often change, so it's important to constantly keep the profiles of your contacts updated. That can be easily achieved with a single click that performs data synchronization with new information written on the LinkedIn pages of each contact😍

Through this centralized approach, Sourcers and Recruiters can conveniently manage and access their network from a single location. The same is true for any Marketer, Salesperson, or small Business Owner who is interested in nurturing and expanding their network of contacts.

Import from Contact Lists and Address Books

Unlocking the Power of Google and Bing X-Ray Searches

When searching for the perfect candidate and prospects, it's important to consider the significant potential provided by Google and Bing X-Ray searches. This goes far beyond the normal use of our famous search engines, which involve long keywords and queries. With this technique, it becomes possible to perform direct website searches and access information that would otherwise be inaccessible.

The X-Ray technique offers the possibility of applying several search operators to fine-tune the search, making it more comprehensive and focused on your target, reaching information otherwise hidden.

Also in this application case, an automation tool like is a valuable support, allowing access to this feature without the burden of learning all the technicalities of X-Ray Operators and Boolean string editing.

Thanks to this, it will be possible to properly use X-Ray Searches to seamlessly explore an array of platforms including LinkedIn, Facebook, YouTube, Twitter➑X, Quora, GitHub, Reddit, and beyond (see the fig. below).

In addition, is able to manage the direct search on a number of platforms, and again the automation allows you to speed up several steps of the manual operation.

This all-encompassing data-sourcing strategy equips recruiters and salespeople to cast a broader net and pinpoint candidates according to precise criteria, offering them a distinct competitive edge.

Ready to delve further the X-Ray search topic? Explore more here .

Profile People Search using X-Ray

Step 2
Filter and remove the false positives

When input sources are as rich and diverse as the one described above, data cleaning is necessary.

With a good automation tool that makes use of AI, it is no longer your problem to filter out all false positive profiles, clean the list of duplicates, and, most importantly, prepare a seamless and accurate ranking that indicates the level of fit to your requirements.

Here, the prowess of AI takes center stage. As you assign significance to each criterion, AI reciprocates with corresponding scores for every entry. Be it skills, roles, distances, or comprehensive career specifics, the technology effortlessly encompasses these aspects across a multitude of profiles.

The beauty lies in the ability to fine-tune and scrutinize outcomes with your final touch. This is what sets a Sourcer to stand out.

Curious to explore further the AI ranking system? Discover more by proceeding here

Automatic Prospect Fitting Index

Step 3
Contact Finder and Profile enhancing

LinkedIn profiles undoubtedly offer a wealth of valuable information, but there are times when they fall short.

Often, emails, phone numbers, and other social media profiles URLs remain hidden or unmentioned.

In situations where contact information isn't available on LinkedIn,'s Contact Finder and Profile enhancer steps in as a valuable solution completing your dataset of its missing information.

You'll also receive 5 enrichment credits every month for free.

To learn more click here .

Step 4
Send personalized emails and LinkedIn outreach at scale

Imagine having the power to automate your outreach efforts with ease using a multichannel, customizable messaging campaign manager that takes care of follow-up as well. allows you to effortlessly send personalized messages through LinkedIn and Email, including sending connection requests.

By creating a perfectly timed sequence, that includes follow-ups and keeps your pipelines updated, you can reach out to a multitude of recipients while ensuring that each message feels uniquely tailored to them.

These amazing results are achieved because with, you can prepare personalized templates that include smart fields and combine them with natural language AI text generators like ChatGPT (which is natively integrated within Jobin).

With this arsenal at your disposal, you can effectively create messages that uniquely resonate with each candidate and client, perfectly aligning with your communication goals.

And the best part is that a personal touch can all be applied at scale.

Multichannel Drip Messaging Sequence Manager

Just picture it: whether you're sending a cold email or a friendly message, your aim is to strike a chord with the recipient, sparking that "aha" moment.
And guess what? has got you covered.

By seamlessly harnessing the power of ChatGPT and combining it with its own features and detailed data structure that includes your notes and tagging, this tool provides recruiters with a distinct competitive advantage when it comes to messaging. It goes beyond mere outreach; it fosters genuine conversations, leveraging valuable insights from LinkedIn and cutting-edge AI technology.

Read more here

The outcome? Sentences that practically write themselves, tailored to each individual by analyzing their LinkedIn profile and any additional notes you've included.

Example of an AI-generated high personalized email.

Hi Adam,
as you know, unlike a vintage Cabernet Sauvignon bottle, data must be processed and consumed fast.

For this reason, especially in the case of new projects staffed with low-experienced data analysts, it will be more productive to have tools that easily allow data visualization without any coding effort.

This is exactly what is offered by our SaaS.

Worth taking a look?


P.S. Our tool has a free trial of 14 days.

An example of personalized message crafted with + ChatGPT integration
to a prospect who likes good wines and is recruiting junior data analysts.

For a full description of this example read: "Guide to strong email personalization

There is more than just AI and Automation...
Structured Teamwork

We have written about AI, but a strong point in recruiting is collaboration among team members to share opinions, produce valuable candidate screenings and debriefs.
Why not utilize technology to facilitate teamwork and data sharing?

In a tool like, there are excellent opportunities to collaborate in sourcing and screening candidates. A team can add candidates to a single list without worry of duplications, annotate and tag profiles, and collectively manage pipelines where the team decides to advance candidates into new stages or remove them from the process.

In this collaborative environment you can also involve clients, colleagues, or external stakeholders.

Different people could take charge of one or more of the steps in the recruiting workflow to reach a common goal and finally demonstrate that recruiting is a human centric activity (with a strong helping hand from technology πŸ˜‰ ).

Read more here .


In the fast-evolving world of recruitment and prospecting, where precision and speed reign supreme, integrating AI and automation has become an imperative, not just a trend. This article, combined with the capabilities of, offers a comprehensive solution to the modern challenges of sourcing, prospecting, and outreach in the recruitment industry and sales in general.

From initiating the search for potential candidates and prospects, to personalized outreach and collaborative teamwork - cutting-edge technology streamlines every phase, making our efforts more impactful.

As we embark on the journey of incorporating AI and automation into our recruitment strategies and prospecting in general, remember that success lies in seamlessly orchestrating tools and processes.

By centralizing efforts within a platform like, we gain access to powerful features while eliminating complexities associated with disjointed systems.

So, whether you're a seasoned professional seeking enhanced efficiency or a newcomer eager to make an impact, the fusion of human expertise and technological innovation is at your fingertips.

The future of prospecting is here, driven by a step-by-step workflow with AI and automation. Embrace it, adapt to it, and pave the way for a new era of talent acquisition, lead generation, customer acquisition, and the general search for people important to your business.
Your journey starts now.

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