Talent Acquisition
AI Interview Scheduling for Lever
Coordinates interview times with candidates and panels, connected natively to Lever so it reads and updates postings, opportunities and interview panels.
Talent Acquisition
AI Candidate Sourcing
Candidates who match your role profile found, summarized and reached out to, inside your approval rules.
Waiting for the right people to apply can leave a key role open far too long. AI Candidate Sourcing searches for candidates who match the profile you define, summarizes why each one fits and drafts outreach in your voice. Messages go out only within the approval rules you set, and results are written to your ATS. Your recruiters spend their time on conversations, not searching.
- Candidates matched to your written role profile, with fit summaries
- Outreach sent only inside the approval rules you set
- Candidates and outreach status recorded in your ATS
$4,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Candidate Sourcing searches for candidates who match your role profile, summarizes their fit, and sends the outreach message once your approval rules clear it. It runs inside your recruiting tools with read and write access to up to two systems.
Why businesses buy it
Hard-to-fill roles rarely fill from inbound applications alone. Recruiters end up spending whole days searching profiles and writing first messages, and the search stops whenever they get busy with interviews. This build keeps the top of the funnel moving: it finds people who match your profile, explains the fit and handles first outreach inside the rules you approve. The Scope Card fixes the systems, workflows, approval points and testing before you order, so you know exactly what it does on its own and what always waits for a person.
Problems this solves
Recruiters spend hours searching for people who fit a role
The agent searches for candidates matching your role profile and summarizes each person's fit. Recruiters review a list of likely matches instead of starting every search from scratch.
Outreach messages go out generic and get ignored
Each summary explains why the candidate fits, which shapes the outreach message. Messages are sent only once your approval rules clear them, so tone and content stay in your control.
Sourced candidates never make it into the recruiting system
The agent works inside your recruiting tools with read and write access to up to two systems. Candidates and outreach are recorded where your team already tracks them.
A good fit if
Open roles need candidates found beyond inbound applications, not just screened once they apply.
You have a written qualification criteria and outreach playbook you want followed consistently.
You want a recruiter to review and approve candidates and messages before anything sends, not full autopilot.
You already work in an ATS like Greenhouse, Lever, Workable or Zoho Recruit you can connect for write access.
Not the right fit if
Your need is processing inbound applications you already receive, not finding new candidates. See AI Resume Screening.
You need interview times coordinated once candidates are identified, not sourcing itself. See AI Interview Scheduling.
You want the sourced candidates' interview evidence analyzed afterwards. See AI Interview Intelligence.
You need more than six workflows or more than two systems with write access. Add a note at checkout for a Change Quote.
You expect candidates scraped from LinkedIn or other sites against their terms. This build only uses sources you are licensed to use.
How it works
- You hand over the playbook. Your qualification criteria, approval limits and 10 real sample conversations or emails become the rules it follows.
- It searches against your role profile. Using the criteria you set, it identifies candidates who match the skills and experience the role needs.
- It drafts a summary per candidate. Fit against your criteria is written up so your recruiter can judge quickly, without reading a full profile from scratch.
- Outreach follows your approval rules. Messages are drafted in your voice and only send once they clear the approval step you defined, up to six workflows covering different sourcing scenarios.
- Actions write back to your systems. With read and write access to up to two connected tools, candidates and outreach status land directly in your ATS.
- You review and adjust before launch. Two rounds of changes, tested against 50 documented scenarios, let you tighten criteria or approval rules before it runs live.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin or API access to the connected systems, sandbox or test records if available.
- Your qualification criteria and outreach playbook, including approval limits.
- The sourcing channels you are licensed to use, such as your ATS, job-board accounts or a recruiter seat. Also your lawful basis for EU or UK candidates.
- 10 real sample conversations or emails showing how outreach should sound.
- The approver for any action that needs a person's sign-off before it sends.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can approve the criteria and workflow rules.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and qualification criteria confirmed.
Weeks 1–2
Sourcing workflows and outreach drafting built from your playbook.
Week 3
ATS systems connected with read and write access, approval rules configured.
Weeks 3–4
50 documented test scenarios run, with results sent to you.
Week 4
Your review and two rounds of changes to criteria and messaging.
Go-live
Live, recorded handoff session held, and 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,900 |
| Express | 15–25 working days | $5,750 |
| Rush | 10–20 working days | $6,600 |
What you receive at handover
- AI Candidate Sourcing configured in your recruiting tools on one channel
- Up to six sourcing and outreach workflows built on your approval rules
- Read and write connection to up to two agreed systems
- Test report covering 50 documented test scenarios
- Admin guide and a recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can widen the pool of candidates for hard-to-fill roles
- Helps recruiters spend more time talking to people and less time searching
- Makes outreach more personal while keeping approval in your hands
- Sourced candidates per role
- Count qualified sourced candidates added per role in your recruiting system, before and after launch.
- Outreach reply rate
- Compare replies to outreach messages for the month before launch and each month after, using your outreach tool.
- Recruiter hours spent sourcing
- Ask recruiters to log weekly sourcing time for a month before launch and a month after.
Before you start: Record how many candidates you source per role, your current reply rate and weekly sourcing hours.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
You pay for the build once. Running it afterwards costs roughly $50 to $250 a month for AI model usage and hosting, plus your existing ATS or recruiting plan, billed directly in your own accounts. Build and test usage follows the same rule, so every provider relationship stays yours.
Ask about running costsCustom requirements
If you need a seventh workflow or a third connected system, add a note at checkout. You get a written Change Quote before any extra work starts. Larger or bespoke projects use the Custom AI request form.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes, model and platform updates, a monthly health report and monthly hours for changes, enough to refresh the qualification criteria for a new role or adjust outreach wording. It starts after the 30 days of included support.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A sourcing platform charges a monthly seat fee plus credits for outreach sends | A custom sourcing build is quoted after discovery calls | Ours is one fixed price, shown on this page before you buy |
| Scope | A generic sourcing tool leaves qualification criteria and playbook to you | An agency agrees scope as the project develops | Ours is built from your own playbook, on the Scope Card before purchase |
| Delivery | Self-serve sourcing platforms still take weeks of workflow configuration | An agency project usually runs several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Sending outreach | Many sourcing tools send messages automatically once a sequence starts | An agency build depends on what was specified | Ours only sends once your approval rule clears it |
Questions about this product
Does AI Candidate Sourcing send outreach messages without a person checking?
Only within the approval rules you set during intake. You define which actions need a person's sign-off before anything sends, based on your own playbook and approval limits. Nothing outside those rules is auto-approved, and you review two rounds of changes to the workflow before it runs live.
How does AI Candidate Sourcing differ from AI Resume Screening?
Candidate Sourcing actively finds and contacts people who have not applied yet, with read and write access to your recruiting systems. AI Resume Screening works on the inbound applications you already receive, scoring them against your criteria without sending anything out. They solve different problems, so many hiring teams run both, one to fill the pipeline and one to sort what arrives.
What systems can it write candidates and outreach status to?
Up to two systems with read and write access, commonly an ATS such as Greenhouse, Lever, Workable, BambooHR or Zoho Recruit. You provide admin or API access, ideally with sandbox or test records available during the build, so nothing touches live candidate data until you approve it.
How much does AI Candidate Sourcing cost to run each month?
Roughly $50 to $250 a month for AI model usage and hosting, plus whatever ATS or recruiting plan you already pay for, all billed directly in your own accounts. Sourcing volume affects where in that range you land. There is no separate ongoing platform fee from Upmark Labs beyond the one-time build.
Can we add a new sourcing workflow later?
Yes. A small adjustment to an existing workflow, such as new qualification criteria, fits inside the monthly change hours that come with maintenance. A seventh workflow, past the six included, or a third connected system, is quoted as a Change Quote before that work starts.
Is candidate outreach data handled securely?
Yes. Access credentials for every connected system are shared by adding our team as a user or creating a key you control, never sent by email, and the 10 sample conversations you provide can be redacted if needed. Role-based access and audit logging are available as add-ons for teams with stricter recruiting data policies.
How is sourcing quality tested before launch?
We run 50 documented test scenarios against your criteria before go-live, covering the sourcing and outreach workflows you defined, and send you the results. Two rounds of changes let you tighten the qualification criteria or adjust message tone before real candidates are contacted.
Does AI Candidate Sourcing scrape LinkedIn or other sites?
No. It sources only through channels you are allowed to use, such as your ATS, job-board accounts or a recruiter license. It stays within each platform's terms. For EU and UK candidates, you remain the data controller under GDPR. You decide the lawful basis and send any privacy notice required. This page is not legal advice.
Fill the pipeline before candidates come looking.
Order AI Candidate Sourcing and qualified candidates are found and reached out to, live on a fixed delivery date.
Works well with
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