The Cognitive

The Claude Recruiting Playbook

Brief to shortlist to reply, with Claude.

Six things Claude can do for a recruiter once it has a people search: turn a messy brief into a search, find people like the one your manager loves, source while you sleep, write messages that quote the profile, follow up like a person, and keep it all to 15 minutes a morning.

00 · Before you start

Give Claude a people search

Claude is great at reading profiles and writing messages. It can't search LinkedIn on its own. Every chapter here needs one thing: a people search connected to Claude.

Open a free The Cognitive account

It's the search Claude runs: real profiles, ranked, with the line from each profile that made the person a match. 7 days free, 100 search credits, no card.

Add it to Claude

In Claude: Customize, then Connectors, then +, then Add custom connector. Paste https://app.thecognitive.io/mcp, click Connect, sign in. On a Team plan, an Owner adds it once under Organization settings.

Check it works

Ask Claude: "How many credits do I have in The Cognitive?" If it answers, you're ready for chapter 1.

Do it now

Takes about 5 minutes. Every chapter below needs it.

1 creditper person shown in a search
4 creditsper work email found
0 creditsto re-open a search you ran
01

From a 3-line brief to a search that works

The hiring manager sends: "Need a strong GTM engineer, startup experience, ASAP." That's a wish, not a search. A search needs things you can see on a profile.

What you get

Strong GTM engineer, startup experience, ASAP. Great culture fit. Competitive pay.

What a search needs

Title and level. Place. One must-have that shows on a profile. The look-alike jobs to leave out. Where these people work now.

Put the must-have in line 1

Pasted job ads open with the company story and benefits. The one hard requirement sits halfway down. A brief that opens with the place brings people back in that place. A brief that opens with salary and 401(k) brings back the right job in the wrong states.

Line 1: title, level, place, and the one thing you can't live without.

01 · The prompt

Let Claude rewrite the brief, then run it

Brief to search
Here's my hiring manager's brief: [paste it]

Rewrite it as 5 lines:
1. Title, level, place (city or remote)
2. The one must-have that would show on a profile
3. Nice-to-haves
4. Leave out: look-alike jobs with the same title
5. The kinds of companies these people work at now

Ask me if anything in line 1 or 2 is missing. Then search
The Cognitive with it and show 10 people, each with the
line from their profile that matches line 2.

Leave out the look-alikes

Every hot title hides a second job. Write these into line 4.

RoleThe look-alikes you'll getLine 4
GTM EngineerSales engineers, marketing ops admins, "GTM" meaning strategyLeave out pre-sales, solutions engineers, GTM strategy. Must show building outbound or data workflows.
Account ExecutiveSDRs titled AE at small firms, renewal-only account managersLeave out SDR/BDR, renewals only, channel. Must show a new-business quota.
RevOpsCRM admins, revenue accountantsLeave out revenue accounting, billing, CRM admin only. Must show forecasting or comp plans.
02

Find 10 more like the one they love

The best brief a hiring manager ever gives you is a person. "Like her." Two short prompts turn that into a list.

Prompt 1 · find 10 people
Search The Cognitive for 10 [role] in [location].
Must have: [2 or 3 must-haves].

Show a numbered list: name, title, company,
and one line from their profile on why they fit.

Read the 10. Find the one that makes you think "yes, that's the person". Or skip this and use the LinkedIn URL the hiring manager sent.

02 · Prompt 2

"I like #3"

Prompt 2 · find more like her
I like #[number or LinkedIn URL]. Find 10 more like this person.

First read their full profile and tell me in 5 lines
what makes them good: title, career path, type of
company, skills, level. Quote their profile.

Then search on that: similar titles, the same past
titles, companies like theirs (not only theirs), the
same skills and location. Skip anyone already shown.

Rate each one Strong, Possible or No with a quote,
and say how they differ from #[number].
Why "career path"

An ex-SDR GTM Engineer and an ex-developer GTM Engineer share a title and nothing else. The past titles are the real filter.

Why "not only theirs"

Her two old employers are two small pools. Ten companies like them are a market.

02 · What comes back

Her, in 5 lines. Then 10 people.

Mock example · people and companies are made up
What makes #3 good

Ex-SDR, then Sales Ops, then GTM Engineer. Built outbound from zero. Clay and HubSpot. Sales software, 140 people. Promoted to senior in 2 years.

Jordan M. · GTM Engineer, FieldnoteFormer BDR. Built our Clay + HubSpot outbound engine.Strong
Diego L. · RevOps Engineer, QuarrystackStarted as an SDR. Own all outbound tooling in Clay.Strong
Tess C. · Marketing Ops Engineer, PinecrestHubSpot admin, Clay for enrichment. Never sold.Possible
Mia O. · Growth Ops Lead, BrightsailManages an outbound agency. Doesn't build.No

Better: give it two people

Paste two profiles the manager likes and add: "Find what these two share and search only on that." One person has quirks. What two people share is the job.

03

Claude sourcing while you sleep

One scheduled task in Claude, with your searches written in the prompt. Every night it picks each search up where it left off, brings back only new people, ranks them and drafts the first messages.

2:00Claude wakes up and reads the searches in your prompt
2:01Picks up each search where last night left off
2:03Goes deeper for new people only, up to your nightly cap
2:10Rates them Strong or Possible, with the profile line that decides it
2:12Shortlists the Strong ones, drafts a first message for each
2:14Writes the morning summary, posts it to Slack if you use it
7:00You review, edit and send. 15 minutes. Chapter 6.

03 · Set it up · 10 minutes

Schedule it once

You need a paid Claude plan (Pro, Max, Team or Enterprise) for scheduled tasks, and The Cognitive connected (setup above).

Open Cowork in the Claude desktop app

Click Scheduled in the left sidebar, then New task.

Paste the nightly prompt (below)

Choose Set up manually and pick Daily at 2:00 AM. It runs even when your computer is asleep or the app is closed.

Test it twice before you sleep

Run the prompt in a normal chat, then run it again. Check: the second run brought back only new people, it skipped anyone you passed on, and it stopped before revealing contacts or sending anything.

Using Claude Code?

The same prompt works as a routine at claude.ai/code/routines (a research preview).

03 · The nightly prompt

Your searches live in the prompt

nightly-sourcing
You are my overnight sourcer. Use The Cognitive.

My searches (one per open role):
1. GTM Engineer, 3+ years, remote US. Must show building
   outbound or data workflows. Leave out: pre-sales,
   marketing ops admins, GTM strategy roles.
2. Mid-market AE, 3+ years new business, New York.
   Leave out: SDRs, renewal-only account managers.

For each search:
a. If I've run it before, continue the same search and go
   deeper, so only people I haven't seen come back.
b. Stop at 10 new people per search tonight.
c. Skip anyone I've shortlisted or passed on.
d. Strong = every must-have shown on their profile.
   Possible = implied, or one level off. Drop the rest.
   Quote the line that decided it.
e. Shortlist the Strong ones and draft a 3-line first
   message for each (chapter 4).

Do not reveal contacts, send messages or buy credits.
If more than half are drops, stop that search and tell me why.

Morning summary: per search new / Strong / Possible /
credits, the top 3 with quotes, the drafts.
Post it to #sourcing if Slack is connected.

03 · Why it's written this way

Four lines that keep it cheap and clean

"Continue the same search"

The Cognitive remembers each search. Going deeper brings back only people below the ones you've seen, so you never pay twice for a face.

A nightly cap

1 credit per person shown. 10 per search keeps a 3-search night at 30 credits or less.

The "do not" line

A scheduled task can use every action of a connected app without asking. This line keeps contacts and sending in your hands.

The drops rule

A badly worded search burns credits every night. The task stops it and tells you why.

Want the first message out by 7am?

Replace the "do not" line with: find work emails for at most 5 Strong people per search, and start an email sequence with the draft. Run review mode for a week first. Email lookups work in the trial. Sequences need the Pro plan.

04

Outreach that quotes their profile

Every recruiter message opens the same way: "I came across your profile and was impressed by your background." Everyone skips it. Open with something only they did.

The 3 lines

One specific thing they did, from their profile

In their words. Not "your impressive background".

Title, company type, place, pay range

The four things they'll ask first.

One question they can answer in 5 seconds

Not "do you have time for a call". Something with a yes or no.

Never

"I saw", "I noticed", "came across", "impressive", "exciting opportunity", "rockstar". Under 90 words.

04 · The prompt

Drafts for your whole shortlist

Draft first messages
Write a first message for each person I shortlisted in
The Cognitive for [search or role].

Under 90 words, 3 lines:
1. One specific thing they did, quoted from their profile
2. The role: [title], [company type], [place], [pay range]
3. One easy yes-or-no question

Never use "I saw", "I noticed", "impressive" or
"opportunity". If their profile has nothing specific,
tell me instead of writing a generic line.

What it wrote on a real role

A Senior Controls Engineer search in Columbus, Ohio:

"You ran PLC, HMI and motor control upgrades as a controls engineer in the stamping department. It's a Senior Controls Engineer job at a Columbus manufacturer, $115K to $130K, with 25 to 50% travel. Would you want to get back into hands-on controls engineering?"

04 · Sending it

From draft to inbox

Claude can find the email and send the sequence for you through The Cognitive. Ask for it in plain words; it tells you the cost and waits for your yes.

Find emails and send
For the people I approved above, find their work email.
Tell me the cost first. Then start an email sequence for
[role] with each person's draft as the first message.
4 creditsper work email, nothing if none is found
12 creditsper mobile number (Pro plan)
0 creditsto send sequences (Pro plan)

Nobody is charged twice for the same contact.

05

Follow-ups that don't sound like a bot

"Just bumping this to the top of your inbox" gives them nothing new to say yes to. Every follow-up adds one fact they didn't have.

Day 3The project or the team, in one line
Day 10Switch channel. One question
Day 24"No problem if not. Anyone you'd suggest?"
Bot

Just following up on my last message. Let me know if you're interested!

Human

One more detail: the role leads the controls side of a new packaging line, with a team of 3 technicians. Worth a short call?

05 · The prompt

Three touches, three new facts

Write follow-ups
Here's what I know about the role that isn't in my first
message: [the project, the team, why the role exists,
who they'd report to].

For each person I messaged, write 3 follow-ups:
- Day 3: one new fact from my list, one line, one question
- Day 10: shorter, a different new fact, made for LinkedIn
- Day 24: easy to say no to, ask who else they'd suggest

Each follow-up must add a fact the earlier ones didn't.
No "bumping", "circling back" or "just checking in".
The trick

The list of facts is the hard part, and only you have it. Ask the hiring manager for 3 things about the role that aren't in the job ad. Ten minutes, and you have follow-ups for every role.

05 · The rules

Stop the moment they reply

On any channel

A reply on LinkedIn stops the email follow-ups too. Sequences in The Cognitive stop on reply, on email or text.

Yeses go to the role

Positive replies are read and the person is added to the role, so you start the day with yeses, not an inbox.

Texting

Texting people who haven't agreed to it is restricted in many places, in the US under the TCPA. Check your rules first.

Three is enough

After day 24, stop. Put them on a list for the next role, not a fourth touch.

06

The 15-minute morning review

Same order every day, so it stays at 15 minutes.

3 minRead the flags first. Any search the task stopped? Reword it now, so tonight's run is clean.
5 minCheck the Strong list. Open each profile. Pass on anyone who isn't right, so Claude never shows them again.
5 minEdit and send the drafts. Fix one word in each. Send.
2 minNote one number. Strong per search. That number tells you what to change (below).

06 · Widen or tighten

Change one thing at a time

Then give it two nights.

What you seeWhat it meansChange this
Under 2 Strong, two nightsPool too small or brief too strictAdd similar titles, widen the distance, move one must-have to nice-to-have. Never drop the place for an onsite role.
Over half droppedWrong job under the right titleAdd the wrong job's words to Leave out, and one word only the right job uses to must-haves.
Same companies every nightYou've emptied the obvious ringAdd companies in another industry that need the same skill.
Strong people, no repliesThe message, not the searchFix line 1 of the drafts (chapter 4).
Nothing new for a weekSmall marketTell the hiring manager with numbers. Discuss remote, relocation or level.

06 · The No pile

Your next fix is in your rejects

When you pass on someone, write why in a few words. When most of the No pile shares one reason, that reason is your next search fix.

On a real role

A controls engineer search had 5 No's out of 10. Four were the same reason: vehicle controls engineers (powertrain, chassis, brakes) at a car maker. Leaving those three words out took the wrong matches from 4 of 10 to 0 of 10.

Read my No pile
Look at everyone I passed on in The Cognitive for
[search]. Group them by the reason they don't fit.
For the biggest group, give me the words to add to
Leave out, and one word to add to the must-haves.

07 · Quick start

Your first week

Mon

Connect and run one search. Setup above, then the chapter 1 prompt on your hardest open role.

Tue

Ask the manager for a person. "Who's the best person you've worked with in this role?" Run chapter 2 on them.

Wed

Send 10 first messages. Chapter 4 drafts, one word edited in each.

Thu

Schedule the nightly task. Chapter 3, review mode, your 2 best searches.

Fri

First morning review. Chapter 6. Note Strong per search, and read your No pile.

By next Monday you have a search that runs itself, a list that sharpens every night and follow-ups ready for everyone who hasn't answered.

Start with one role tonight

Create your free The Cognitive account, connect it to Claude and run the chapter 1 prompt on your hardest open role. 7 days free, 100 search credits, no card.

Start free

or Set it up with us, 30 minutes