Turn candidate details into client-ready submissions instantly

The Candidate Submission Agent turns candidate and job details into polished, client-ready submissions. Set your preferred format once and let AI handle the repetitive work every time.

Candidate Submission Agent
Idle
Format
Your shortlist
NW
Senior Backend EngineerNorthwind Software · Sarah Mills
Submission
Only the first 20 visible candidates are included in a submission.
Senior Backend Engineer
YA
ToSMsarah.mills@northwind.com
Shortlist — Senior Backend Engineer · 4 candidates
Draft
Candidate shortlist · Confidential
Top talent for
Senior Backend Engineer
Presented by Your Agency · 20 August 2026
NW
Claire DonovanStaff Engineer
Experience11 yrsLocationRemote, UKNotice60 daysPackageÂŁ120k
SummaryEleven years in distributed systems, most recently leading a platform team of nine across payments and identity.
Nathan BrooksSenior Backend Engineer
Experience8 yrsLocationLondonNotice30 daysPackageÂŁ95k
SummaryEight years backend, running Go and Kubernetes at production scale for a 4m-user marketplace.
Marcus BellBackend Engineer
Experience6 yrsLocationManchesterNoticeImmediatePackageÂŁ82k
SummarySix years across API and data services; between contracts, so available for an immediate start.
Tom WhitfieldBackend Engineer
Experience5 yrsLocationLondonNotice30 daysPackageÂŁ78k
SummaryFive years in regulated fintech — payments, ledgers and PCI-scope services.
Prepared by Your Agency · Strictly confidential
Formats3Ready-made formatsNavy & White, Dark Gold, Talent Grid
Setup7Things to define, onceColours, fonts, header, layout, logos, footer, theme
Per send20Candidates per emailThe first 20 selected on the job
Reach1Ă—Applies across every jobSet the format once, every consultant inherits it
Step 01 / 04  ·  Choose a format

Pick your style. The agent handles the rest.

Whether your clients prefer detailed profiles or quick comparisons, set the format once and let the agent create consistent submissions every time.

Step 02 / 04  ·  Brief the agent

Brief it like you'd brief a designer

Set your preferences for tone, structure, and candidate highlights. The Candidate Submission Agent uses your instructions to create submissions that match your agency’s approach.

agent-instructions.txtCOLOURS
OVERALL THEME
The email should have a [corporate / editorial / minimal] feel.

COLOURS
- Header background: [hex, e.g. #0f2d4a]
- Accent colour (labels, borders, highlights): [colour]
- Page/email background: [colour]
- Card/content background: [colour]

FONTS
- Heading and candidate name font: [e.g. Georgia]
- Body text and labels font: [e.g. Arial]
- Serif or sans-serif preference: [serif / sans-serif / mixed]

HEADER
- Eyebrow label: [e.g. CANDIDATE SHORTLIST · CONFIDENTIAL / none]
- Main heading wording: [e.g. Top Talent for [job role]]
- Job role styling: [second line, accent colour, italic]
- Meta line: [e.g. Presented by [company], grey italic]
- Logo position: [top right, circular / none]

CANDIDATE LAYOUT
- Layout style: [individual cards / table rows]
- Candidate name: [largest element, bold, top of card]
- Other fields: [label-value pairs / inline / table cells]
- Card separator: [thin line / alternating row colour]

LOGOS
- When both provided: [client logo on top, mine below, 6px gap]
- When one provided: [show that logo only]
- When none provided: [hide the logo column entirely]
- Logo style: [always circular]

FOOTER
- Background: [colour]
- Top border: [2px accent colour / none]
- Text: [confidentiality note in small grey text]
- Format: [Prepared by [Company] · Strictly confidential]
Step 03 / 04  ·  Preview, then save

AI does the work. You make the final call.

Review every candidate submission before it reaches your client. Make edits, regenerate when needed, and send presentations that match your agency’s standards.

How the review works
  1. 1Instructions appliedYour format and preferences guide the agent.
  2. 2Submission generatedThe agent creates a candidate presentation using live ATS data.
  3. 3Review and refineMake changes or regenerate until it’s ready.
  4. 4Save your preferencesReuse your setup for future submissions.
YA
To sarah.mills@northwind.com
Shortlist — Senior Backend Engineer
Candidate shortlist · Confidential
Top talent for
Senior Backend Engineer
Claire DonovanStaff Engineer
Experience11 yrsLocationRemote, UKNotice60 daysPackageÂŁ120k
SummaryEleven years in distributed systems, most recently leading a platform team of nine across payments and identity.
Nathan BrooksSenior Backend Engineer
Experience8 yrsLocationLondonNotice30 daysPackageÂŁ95k
SummaryEight years backend, running Go and Kubernetes at production scale for a 4m-user marketplace.
Marcus BellBackend Engineer
Experience6 yrsLocationManchesterNoticeImmediatePackageÂŁ82k
SummarySix years across API and data services; between contracts, so available for an immediate start.
Prepared by Your Agency · Strictly confidential
Nothing previewed yet

Submission generated to unlock saving. It's the only way to see the layout before it goes to a client.

Step 04 / 04  ·  Send from the job

The last step stays exactly the same

Open a job, select candidates, and submit as usual. The Candidate Submission Agent drafts a polished submission using your saved preferences, ready for your team to review and send.

Submit candidates as usual

Open the job, select candidates, and start your submission from the same workflow your team already uses.

Let AI draft the submission

The agent creates a personalized candidate presentation using your saved format, instructions, and job context.

Review, edit, and send

Make any necessary changes, then send the submission via your usual composer. You always have the final say.

What clients see

Control exactly what goes into every submission

Keep sensitive candidate details protected while giving clients the information they need to make decisions faster.

What the email shows

  • Approved candidate details — only includes fields you've chosen to share with clients
  • Selected candidates for the role — only the candidates you decide to present
  • Your agency branding — uses your saved header, layout and footer settings
  • Relevant candidate insights — useful context based on candidate profile information

What it will never do

  • Send without your approval — the agent drafts the submission, you review and send
  • Expose private information — only client-approved fields are included
  • Change your sharing rules — your settings stay in control

The highest-rated ATS + CRM in its category

Agency recruiters have spoken. Recruit CRM earns top marks on the platforms they trust.

4.9/5
Capterra
4.8/5
G2
4.9/5
GetApp
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Frequently asked questions

Don't see the answer you're looking for? Talk to us.

The Candidate Submission Agent can create various candidate presentations tailored to your preferred format and workflow, ranging from detailed candidate profiles to concise submission summaries. You can configure the structure that works best for your clients.

Stop formatting submissions. Start sending them.

Set your format once and let the Candidate Submission Agent handle every client-ready presentation from here.