If you’ve been hiring for a while, you already have a goldmine of talent—past applicants, near-miss finalists, silver medalists, and promising prospects. The real problem? Finding the right ones fast when a new role opens. That’s exactly where Megan (your AI recruiting assistant) shines.
What AI Search does
Ask Megan, “Do we have any candidates who’d be a good fit for the Finance Manager role?” and she’ll scan your entire database, compare profiles to the role requirements, and return a clean list of matches you can act on immediately. No more clicking through endless filters.
Better yet, you can ask her to:
Reach out to the top matches to confirm interest.
Collect missing info (certifications, years with specific tools, domain exposure) before advancing.
Move interested people into the right pipeline (as Prospects or into the Applied/Shortlist stage).
Every step is tracked so you can see what happened, when, and why.
How Megan decides who’s a match
By default, Megan evaluates against the job’s requirements (we sync the role and details from your ATS). But job descriptions don’t always say what you really need—so you can tailor the criteria for Megan directly: emphasize specific tools, types of projects, leadership signals, or industry context. If something critical is missing from a candidate’s profile, Megan can politely follow up to confirm and update the record, then continue screening.
One-step outreach (optional but powerful)
Found 25 strong fits? Ask Megan to message the top 10, confirm interest, and report back with replies. If a candidate bites, have her drop them right into the target job—no tab-hopping required.
Your workflow, your rules
You can run AI Search conversationally (in Mega, Slack, or email) or wire it into your hiring stages. Either way, Megan treats your ATS like a tool belt: she can search, evaluate, message, schedule, and document, with results written back instantly.
Quick start
1. Open a conversation with Megan
“Do we already have candidates who fit the Finance Manager role?”
2. Review the shortlist
You’ll see the strongest matches with a summary of why they fit and any flags worth noting.
3. Tune the criteria (optional)
“Focus on multi-entity close, NetSuite, and 3+ years in SaaS; de-emphasize CPA.”
4. Automate next steps
“Great, reach out to the top 10, check interest, and move anyone who’s in to Prospects on Finance Manager.”
5. Follow the audit trail
Every action appears as a task/timeline entry so you can inspect what happened, when, and why.
Close gaps with smart follow-ups
Megan can resolve ambiguous details, like unclear degree status or missing certifications, before advancing a candidate. She’ll message the person, capture the answer, and update the record so your team isn’t stuck chasing basics later.
Works hand-in-hand with your ATS
Mega mirrors jobs, candidates, stages, interviews, and templates in real time, and writes actions back automatically; so there’s zero double work and your source of truth stays your ATS.
Add Megan as a user to the jobs you want her to help on; remove her to revoke access.
Data visibility is scoped by your ATS permissions, and syncing respects your role on each job.
Examples you can copy
“Search our database for Senior FP&A Analysts with SaaS experience and SQL; prefer NetSuite.”
“From last year’s Controller search, re-engage everyone we shortlisted and ask for updated resumes."
“For Staff Accountant, prioritize folks with multi-entity consolidations; verify they’ve handled ASC 606.”
“Top 15 matches for ‘Revenue Operations Manager’ and confirm HubSpot + Salesforce admin experience and interest.”
FAQs
Does Megan only use the job description?
She starts there, but you can override or refine the requirements to reflect what really matters for this hire.
Can she contact candidates for me?
Yes. Megan can draft, send, and manage replies, then move interested talent into the right pipeline. You can also require approval before anything goes out.
How do I know what she did?
Every action is logged as a task with step-by-step status, plus comments and rationale where relevant—so you always have an audit trail.
What about data access and control?
Megan’s access is granted via your ATS user/role settings. Remove her from a job (or your ATS entirely), and her synced data access goes away on the next sweep.
Why teams love AI Search
Speed: Turn hours of hunting into one conversation.
Quality: Match on actual requirements, not just keywords.
Coverage: Re-engage great people you already know.
Accuracy: Close info gaps before you move forward.
Clarity: Full visibility into every step Megan takes.
TL;DR
Megan turns your “messy database” into a living, breathing pipeline—surface the right people, confirm interest, update records, and advance the best matches, all without breaking your flow. Ask once; get results.
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