What this feature does and when to use it?
AI sequence generation in Recruit CRM lets you create complete, multi-step outreach sequences for candidates or contacts without drafting each step manually. You describe your goal, target audience, desired tone, and any specific requirements in a single prompt, and the AI generates a ready-to-review sequence of up to six steps.
Each sequence can include email steps, SMS steps (if applicable), task steps, and, where the LinkedIn add-on is enabled, LinkedIn steps as well. You can regenerate the full sequence or individual steps, edit any generated content, and add further steps manually before saving and enrolling records. You can use this feature when:
You want to quickly create a structured outreach sequence for candidates or contacts.
You need a multi-step, multi-channel workflow that includes emails, tasks, and LinkedIn actions.
You want AI to draft the initial sequence steps so you can review, refine, and deploy them faster.
Important Note: We use ChatGPT to power the AI sequence generation, which is still undergoing improvements. As a result, the AI-generated content may sometimes be inaccurate or misleading. Please ensure you always double-check the results for accuracy.
Step-by-Step Instructions
Step 1: Open the Sequence Creation Form
Navigate to the Sequences page in Recruit CRM from the Admin Settings.
Choose whether you are creating a sequence for Candidates or Contacts.
Click Create Sequence Using AI to open the AI prompt interface.
Step 2: Write a Detailed Prompt
The quality of the AI-generated sequence depends directly on the quality of your prompt. A detailed, specific prompt produces a more accurate and personalized result than a short or vague one.
Your prompt should include as many of the following as relevant:
Goal and use case: What is this sequence trying to achieve? For example, outreach for a new job opening, follow-up after a career fair, or a product demo invitation.
Target audience: Who will receive this sequence? For example, mid-level software engineers, HR managers at enterprise companies, or passive candidates in a specific industry.
Desired tone: How should the messages feel? For example, professional, warm and conversational, concise and direct, or persuasive.
Language: Specify the language if you need the sequence in a language other than English. If your prompt is written in Spanish, the sequence will be generated in Spanish.
Specific requirements: Any particular points to include, links to mention, actions to prompt, or content to avoid.
💡 Tips for better prompts:
The more detail you provide, the more accurately the AI can tailor the sequence to your needs.
If you prefer to speak rather than type, click the microphone icon to dictate your prompt using voice input. Always skim the transcribed text before clicking Send to catch any speech recognition errors.
Example prompt: "Create a five-step outreach sequence in English for passive software engineering candidates being considered for a senior backend role at a fintech startup. Use a professional but approachable tone. Include two follow-up emails, one LinkedIn connection request, and one task to call the candidate."
Click Send (arrow icon) after entering or dictating your prompt. The AI will process your input and generate the sequence.
Step 3: Review the Generated Sequence
Once the AI has finished generating, a sequence of up to six steps will appear. These may include email steps, task steps, and LinkedIn steps if your account has the LinkedIn add-on enabled. Review each step carefully before proceeding.
📌 Note: Six steps is the default maximum for AI generation. If your workflow requires more than six steps, add them manually after reviewing the generated output or you can mention the required steps in the prompt itself.
Step 4: Regenerate the Sequence or Individual Steps
If you are not satisfied with the output, you have two regeneration options:
Regenerate the full sequence: Click the global Regenerate button to discard the current output and generate a completely new sequence from your prompt.
Regenerate a specific step: Click the Regenerate button on an individual step card to regenerate only that step while keeping the rest of the sequence intact.
Step 5: Edit, Extend, and Finalize the Sequence.
All AI-generated steps are fully editable. Before saving, you can:
Click into any generated step to edit its subject line, body text, timing, or any other field.
Add new steps manually by scrolling to the bottom of the sequence and selecting a step type: Email, Task, SMS or LinkedIn (where available).
Reorder steps or adjust timing between steps to match your preferred cadence.
⚠️ Important: If you have already added steps manually and then choose to use Create Sequence Using AI, a warning will appear stating that the AI-generated steps will overwrite all existing manually added steps. Proceed only if you are comfortable losing those steps. There is no automatic rollback, so consider saving a copy of the sequence before making major changes.
Step 6: Save and Enroll Records
Once you have reviewed and finalized all steps, click Save to store the sequence.
Enroll the relevant candidates or contacts into the sequence to begin outreach.
Generating LinkedIn Steps with AI
When the LinkedIn Messages Integration add-on is enabled on your account, the AI can include LinkedIn connection requests and message steps alongside email and task steps within the same generated sequence. This enables a complete multi-channel outreach workflow from a single prompt.
📌 LinkedIn step requirements:
The LinkedIn Messages Integration add-on must be active on your account for LinkedIn steps to appear in AI-generated sequences.
All AI-generated LinkedIn steps are fully editable before saving, so you can adjust messaging, timing, and connection request notes to match your strategy.
Troubleshooting
Problem - The AI-generated content doesn’t match your desired tone or audience.
Problem - The AI-generated content doesn’t match your desired tone or audience.
Likely cause: The prompt is too short or not specific enough.
What to check: Review your prompt to see if it clearly states goal, audience, tone, language, and any special requirements.
Resolution path: Update the prompt with more detail and click Send again, or use the Regenerate buttons on the sequence or individual steps.
Problem - Generated content appears misleading or factually incorrect.
Problem - Generated content appears misleading or factually incorrect.
Likely cause: Limitations of the underlying ChatGPT model.
What to check: Carefully review each AI-generated step for accuracy and relevance.
Resolution path: Manually edit the content in each step to correct inaccuracies before saving and enrolling records. Avoid using AI-generated text without human review.
FAQs
Can I edit the AI-generated sequences?
Can I edit the AI-generated sequences?
Yes, users can edit and customize the AI-generated sequences before finalizing them.
Is there support for multiple languages?
Is there support for multiple languages?
Yes, it supports multiple languages based on user prompts. For example, if your prompt is in Spanish, the sequence steps will be generated in Spanish.
Is there a limit to the use of this feature?
Is there a limit to the use of this feature?
Yes, the AI-Assist feature has monthly token limits that vary based on your plan. Token usage includes both input and output, and may vary depending on the language and content.
Please note that token counts may vary based on the language and content.
Monthly token limits per user:
• Free Plan – 50K tokens
• Pro Plan – 5 million tokens
• Business Plan – 10 million tokens
• Enterprise Plan – 20 million tokens
These limits apply to the following AI features:
• Generate Note Summary
• Generate Call Log Summary
• Generate Email Template
• Generate Email
• Generate Email Sequence
• Email Reply Suggestion
• Generate Candidate Summary
• Generate Job Description
Note: These token limits currently do not apply to AI Sourcing and AI Boolean Search.
Can I edit AI-generated steps before enrolling candidates or contacts?
Can I edit AI-generated steps before enrolling candidates or contacts?
Yes. All AI-generated steps (emails, tasks, SMS, LinkedIn) are fully editable. You should review and adjust each step before saving the sequence and enrolling records.
Conclusion:
Using AI to generate sequences in Recruit CRM lets you quickly build structured, multi-channel outreach for candidates and contacts while keeping full control over the final content. Provide a clear prompt, review and refine each step, and then save and enroll your records to put your new sequence into action.