On a deck, the card area has four tabs. Every new card starts as a draft you can check and edit before saving.
Type it in
Click Add a blank card (for example Add a blank candidate) and fill in the fields. Tags, like credentials or features, are added one at a time.
Upload files
Drop in PDFs, Word files or text files, several at once. Each one is summarized into a draft card. Files aren't stored, and recruiting summaries leave out names, photos, age and other personal details. Each summary counts toward your plan's AI summaries for the month.
From a link
Paste a public page, like a listing, and it's summarized into a draft. Pages that need a login, like LinkedIn, can't be read; upload a PDF instead.
For templates with photos, the page's own photos come along too: up to 8 that show the listing, trip or venue itself, without logos or maps. They appear on the draft so you can remove any before saving. Only use photos you have the right to share. Some big sites block this, so you may get fewer photos, or none.
From a spreadsheet
- 1Copy rows from Excel or Google Sheets, including the header row, and paste them in. Or choose a CSV file.
- 2Check which column goes to which field. Columns are matched by name, and you can change any of them or leave one out.
- 3Click Make draft cards. Each row becomes a draft.
Tip: When two or more drafts are ready, click Save all to save them in one go.
Photos and videos
Most templates let you add photos and videos to a card. Recruiting cards never show photos.