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.
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.
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.
Ask Claude: "How many credits do I have in The Cognitive?" If it answers, you're ready for chapter 1.
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.
Strong GTM engineer, startup experience, ASAP. Great culture fit. Competitive pay.
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.
01 · The prompt
Let Claude rewrite the brief, then run it
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.
| Role | The look-alikes you'll get | Line 4 |
|---|---|---|
| GTM Engineer | Sales engineers, marketing ops admins, "GTM" meaning strategy | Leave out pre-sales, solutions engineers, GTM strategy. Must show building outbound or data workflows. |
| Account Executive | SDRs titled AE at small firms, renewal-only account managers | Leave out SDR/BDR, renewals only, channel. Must show a new-business quota. |
| RevOps | CRM admins, revenue accountants | Leave out revenue accounting, billing, CRM admin only. Must show forecasting or comp plans. |
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.
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"
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].
An ex-SDR GTM Engineer and an ex-developer GTM Engineer share a title and nothing else. The past titles are the real filter.
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 upEx-SDR, then Sales Ops, then GTM Engineer. Built outbound from zero. Clay and HubSpot. Sales software, 140 people. Promoted to senior in 2 years.
Former BDR. Built our Clay + HubSpot outbound engine.Strong
Started as an SDR. Own all outbound tooling in Clay.Strong
HubSpot admin, Clay for enrichment. Never sold.Possible
Manages 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.
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.
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).
Click Scheduled in the left sidebar, then New task.
Choose Set up manually and pick Daily at 2:00 AM. It runs even when your computer is asleep or the app is closed.
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.
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
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
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.
1 credit per person shown. 10 per search keeps a 3-search night at 30 credits or less.
A scheduled task can use every action of a connected app without asking. This line keeps contacts and sending in your hands.
A badly worded search burns credits every night. The task stops it and tells you why.
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.
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
In their words. Not "your impressive background".
The four things they'll ask first.
Not "do you have time for a call". Something with a yes or no.
"I saw", "I noticed", "came across", "impressive", "exciting opportunity", "rockstar". Under 90 words.
04 · The prompt
Drafts for your whole shortlist
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:
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.
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.
Nobody is charged twice for the same contact.
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.
Just following up on my last message. Let me know if you're interested!
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
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 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
A reply on LinkedIn stops the email follow-ups too. Sequences in The Cognitive stop on reply, on email or text.
Positive replies are read and the person is added to the role, so you start the day with yeses, not an inbox.
Texting people who haven't agreed to it is restricted in many places, in the US under the TCPA. Check your rules first.
After day 24, stop. Put them on a list for the next role, not a fourth touch.
The 15-minute morning review
Same order every day, so it stays at 15 minutes.
06 · Widen or tighten
Change one thing at a time
Then give it two nights.
| What you see | What it means | Change this |
|---|---|---|
| Under 2 Strong, two nights | Pool too small or brief too strict | Add similar titles, widen the distance, move one must-have to nice-to-have. Never drop the place for an onsite role. |
| Over half dropped | Wrong job under the right title | Add the wrong job's words to Leave out, and one word only the right job uses to must-haves. |
| Same companies every night | You've emptied the obvious ring | Add companies in another industry that need the same skill. |
| Strong people, no replies | The message, not the search | Fix line 1 of the drafts (chapter 4). |
| Nothing new for a week | Small market | Tell 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.
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.
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
Connect and run one search. Setup above, then the chapter 1 prompt on your hardest open role.
Ask the manager for a person. "Who's the best person you've worked with in this role?" Run chapter 2 on them.
Send 10 first messages. Chapter 4 drafts, one word edited in each.
Schedule the nightly task. Chapter 3, review mode, your 2 best searches.
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.