Notes are often treated as optional, but they are the memory layer that keeps sourcing workflows coherent across days and team members.
Example query
- Keywords
- Note template
- Location
- Per saved profile
- Filters
- Fit + risk flag
- Experience
- OTW status
Write notes at decision time
Add a note when you save a profile, not later. Context fades quickly and delayed notes become generic.
Keep notes decision-oriented
Record why the profile fits: stack match, location fit, OTW status, and one risk flag if relevant.
Try this query in the live demo — 5 candidates, no signup required.
Use notes in manager exports
Shortlist exports are stronger when each candidate includes a recruiter recommendation line from saved notes.
Avoid note overload
Two or three concise lines beat long paragraphs. Notes should accelerate decisions, not replace profile review.
Good notes turn a profile list into a decision-ready shortlist.