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AiFind Trainings

By Karina Isaak and 1 other
• 16 articles

Create Front Sheets to Present Your Candidates

Description Learn how to create trackable candidate profiles. Entry Points You can send or select front sheets in several ways: - Open a candidate, go to Attachments, click the menu icon (three dots) on a front sheet, and select “Send.” - Click the mail icon in the Personal information of a manager or candidate, then search for a front sheet in “Search candidates.” - Open the menu in the top left, go to Main → Send mail, and search for a front sheet in “Search candidates.” - In a job, at the “Sendout CVs” stage of the Hiring Race, click “Select for sendouts.” - When creating an email campaign, write your email in step three and search for a front sheet in “Search candidates.” Video We have recorded a video showing how to create a sendout. Step by Step 1. After selecting a candidate, choose a front sheet template. 2. On the left side, fill in the fields used in the front sheet. Many fields are prefilled based on the candidate data and may be updated automatically. 3. Click “Generate” in the bottom left to create the front sheet. 4. In the email editor, you will now see the candidate’s name on the right side. 5. Click the menu icon (three dots) next to it and select “Copy”, or drag & drop the profile directly into your email. Background Information - To create a front sheet, the candidate’s CV must be defined as a “Frontsheet.” - A candidate front sheet always consists of a personalized cover page and the CV shown in the preview. - The hyperlink to the front sheet becomes active only after the email has been sent. It cannot be accessed in advance. - For data protection reasons, a generated link is available for 31 days. After that, it is automatically deactivated and must be requested again by the client if needed. Tips & Tricks Use placeholders when writing your emails. By default, aiFind suggests a gender-specific formal greeting, for example: {@select key=recipient.sex} {@none}Dear {recipient.firstname} {recipient.lastname},{/none} {@eq value="M"}Dear Mr. {recipient.lastname},{/eq} {@eq value="F"}Dear Ms. {recipient.lastname},{/eq} {/select} You can customize this to your own style, for example a more neutral and informal greeting like: Dear {recipient.firstname},

Last updated on Feb 11, 2026

Mail Campaigns

Email Marketing with aiFind Email campaigns are among the classics of marketing—an instrument that still has its place in the age of social media. With minimal effort, you can reach virtually any number of people. For your sales and recruiting teams, this means another touchpoint to generate business. Before continuing, be sure to check out our blog article on email marketing. We explain what matters, how to proceed, and what you need to consider. Creating and Sending Email Campaigns Once you understand the key principles, the next training will teach you how to create and send your first email campaign: Start training Step by Step: - Create a shortlist in the Main Search if you do not want to send the campaign to an existing shortlist. - Open the shortlist and review the recipient list (if necessary). - Click on the three dots in the top right corner of the table header and select the first option. - The Email Assistant will open. You can either choose an email template on the right-hand side or compose a new email. - After writing a subject line and the email content, you can save it as a template on the right-hand side using the + button. - If needed, use the Lookup function on the right to search for one or more candidates whose profiles you would like to generate and attach. - Click on the relevant candidate(s) and create the front sheet. - After selecting and adjusting the front sheet template (if necessary), click Generate. - Back in the email editor, drag and drop the link to the candidate profile from the right-hand side into the appropriate place in your email. - Once completed, click the next step to validate the email. aiFind checks the email for data protection compliance and ensures all necessary steps are included so your email does not end up in spam. - Finally, send the email. Examples of Greetings Standard greeting: {%assign recipient = recipient%} {%if recipient.sex == 'M'%} Good day Mr. {{recipient.lastname}}, {%elsif recipient.sex == 'F'%} Good day Ms. {{recipient.lastname}}, {%else%} Good day {{recipient.firstname}} {{recipient.lastname}}, {%endif%} Formal greeting: {%assign recipient = recipient%} {%if recipient.sex == 'M'%} Dear Mr. {{recipient.lastname}}, {%elsif recipient.sex == 'F'%} Dear Ms. {{recipient.lastname}}, {%else%} Good day {{recipient.firstname}} {{recipient.lastname}}, {%endif%} Informal greeting (first-name basis): Good day {{recipient.firstname}}, Evaluating Campaigns and Planning Follow-Ups After sending the campaign and allowing some time to pass, open the campaign in aiFind by navigating to "Mail campaigns" in the menu and selecting your campaign. Evaluating the campaign and planning follow-ups is just as simple as it is effective: Start training Step by Step: - At the top, you will find general information about the email campaign, including the number of recipients. - The pie chart in the “Status” section provides an overview of how many recipients received the email. Status meanings: - Sending: The email has not yet been delivered. - Sent: The email was successfully delivered. - Bounce: The email could not be delivered (e.g., invalid email address). aiFind automatically sets the person to opt-out with a corresponding note. - Error: The email could not be delivered (e.g., no email address exists). - Ignored: The email was not sent because the recipient was not set to opt-in. - The bar chart in the “Mails” section shows how often the email was opened, how often a profile was viewed, or if someone unsubscribed from your mail campaign. - Open the Recipients tab to see in detail which individuals interacted with your email. By clicking on a specific row in the table, you can also see when the interaction occurred. - With one click, you can create a follow-up list and filter it in advance. - In the Clicks tab, you can see which candidate profiles were clicked most frequently. Tips & Tricks - Don’t forget to insert the “Unsubscribe” link using the email editor toolbar. Otherwise, your mail campaign cannot be sent. - Click on areas within the charts to directly filter the view in the recipient list.

Last updated on Feb 11, 2026

How to Use Reporting in aiFind

Description Learn how to track your progress in aiFind and analyze your jobs. Entry Point Open the menu in the top left and select Main → Reporting. Step by Step Overview Use the Overview tab to get a quick snapshot and calculate key ratios. - Filter by users and time period. - Below the line chart, click individual metrics (e.g. Overall Sendouts, Jobs) to show or hide them. - Hover over the chart to see monthly values. Team Statistics To get an aggregated view, open the Team Statistics tab. - Filter by users and time to view company wide or team-specific results. - Change the table’s granularity between year and month. - See how many candidates were part of jobs. - Note: Only closed jobs are included in this view. Job Statistics In Job Statistics, you can filter by time and job status and drill down to individual employees. - The table shows how many candidates are in each Hiring Race stage. - Click a job title to open a new browser window and analyze the job in detail. - The Hiring Race timeline is ideal for micro-level analysis. - Unlike Team Statistics, this view includes both open and closed jobs, so numbers may differ between the two reports. Skill Cloud The Skill Cloud provides an overview of all skills used across all jobs. Skills Report This strategic report is based on a BCG-style matrix (Boston Consulting Group): - Y-axis: Skills in demand by clients - X-axis: Skills available from candidates You can draw a selection box with drag & drop to drill down. - Skills in the top left indicate high client demand but low candidate availability. - Skills in the bottom right indicate many candidates but low client demand. - The goal is to move important skills into the top right quadrant, where supply and demand are both high. This view provides guidance, but results should be validated. Skills are counted from both candidate and manager profiles, even if a manager currently has no open jobs. Sources In the Sources report, pie charts show where your candidates and jobs originate from. Communication The Communication tab gives you an overview of your Hot Candidates. - Click a tile to see how often each manager viewed the candidate’s profile. - The heatmap on the right shows when recipients open your email campaigns most often, helping you optimize the timing of future campaigns. Background Information aiFind reporting is designed for operational reporting, allowing you to analyze jobs and daily activity. For advanced or fully customized reporting, you can use a BI connector.

Last updated on Feb 11, 2026

Generate Full CVs with the Profile Generator

Description Use aiFind to generate complete profiles fully automatically and provide them to your customers. Preparation An administrator must first upload a CV template. This is done in Settings under Templates. There is a new document type called “CV.” Available Placeholders - Candidate ID - {{Candidate}} - First name - {{FirstName}} - Last name - {{LastName}} - Date of birth - {{DateOfBirth}} - Current position - {{Job}} - Current employer - {{current_company}} - Postal code - {{PostCode}} - City - {{City}} - Full address - {{Address}} - Notice period - {{#_source}}{{#career}}{{notice_period}}{{/career}}{{/_source}} - Current salary - {{CurrentSalary}} - Expected salary - {{ExpectedSalary}} - Motivation for change - {{Motivation}} - Languages - {{Languages}} - Skills - {{#Skills}}{{.}}, {{/Skills}} - Qualification - {{#_source}}{{#career}}{{qualification}}{{/career}}{{/_source}} - Relevant professional experience - {{#_source}}{{#career}}{{experience}}{{/career}}{{/_source}} - Additional information (e.g. project experience or qualifications from the “other info” field) - {{#_source}}{{#career}}{{other_info}}{{/career}}{{/_source}} - Recruiter / user first name - {{RecruiterFirstName}} - Recruiter / user last name - {{RecruiterLastName}} - Recruiter / user email address - {{RecruiterEmail}} - Recruiter / user phone number - {{RecruiterPhone}} - Total years of professional experience - {{TotalYearsOfExperience}} - Work experience - {{#WorkingExperiences}}{{jobTitle}}{{organization}}{{city}}{{countryCode}}{{startDate}}{{endDate}}{{description}}{{/WorkingExperiences}} Step by Step 1. Open any candidate profile. 2. Scroll down to Attachments. 3. In the blue bar at the top right, click “Download.” 4. Select your template and download it as a .docx file. Background Information Profiles are currently downloaded as .docx files so you can add final adjustments if needed. After uploading, you can also add front sheets in front of the CV as usual, so your customer receives a summary. These can be perfectly customized to match your corporate identity. - ID des Kandidaten - {{Candidate}}

Last updated on Feb 11, 2026

Placeholders for the automatic generation of contracts and documents

Description You will learn how to extend your contracts with placeholders / variables so that documents are automatically generated in aiFind. Step by step - Insert the placeholders into your contracts and documents using your word processing software. - Open the menu in aiFind in the top-left corner. - Navigate to Settings and select “Templates”. - First, select the document type in the dropdown and then upload the prepared file. General placeholders - amendments - {{amendments}} - Project-related special agreements - candidateAddress - {{candidateAddress}} - Candidate address - candidateAmendments - {{candidateAmendments}} - Special agreements on the candidate side - candidateInvoiceCycle - {{candidateInvoiceCycle}} - Candidate billing cycle - candidateName - {{candidateName}} - Candidate name - candidateOvertime - {{candidateOvertime}} - Contractually regulated overtime on the candidate side - candidatePaymentTerm - {{candidatePaymentTerm}} - Candidate payment terms - candidateProjectSpecifications - {{candidateProjectSpecifications}} - Definition of the project scope on the candidate side - code - {{code}} - Sequential deal number (e.g. AI000000001) - companyAddress - {{companyAddress}} - Customer address - companyInvoiceCycle - {{companyInvoiceCycle}} - Customer billing cycle - companyName - {{companyName}} - Customer name - companyOvertime - {{companyOvertime}} - Contractually regulated overtime on the customer side - companyPaymentTerm - {{companyPaymentTerm}} - Customer payment terms - createdAt - {{createdAt}} - Deal creation date - discount - {{discount}} - Granted cash discount - ends - {{ends}} - End of the project - frameworkStart - {{frameworkStart}} - Framework contract start date - invoiceSending - {{invoiceSending}} - Invoice delivery method (email, post) - jobTitle - {{jobTitle}} - Job title name - managerAddress - {{managerAddress}} - Manager billing address - managerName - {{managerName}} - Manager name - managerPrimaryEmail - {{managerPrimaryEmail}} - Manager primary email address - candidateRate - {{candidateRate}} - Pay rate - companyRate - {{companyRate}} - Charge rate - type - {{type}} - Free-text field describing how the service is provided (e.g. remote, on-site) - category - {{category}} - Rate category (Hourly, Daily, Weekly) - noticePeriod - {{noticePeriod}} - Notice period - placeOfWork - {{placeOfWork}} - Location where the service is performed - projectName - {{projectName}} - Project name - projectSpecifications - {{projectSpecifications}} - Definition of the project scope - registrationNumber - {{registrationNumber}} - Commercial register number - salary - {{salary}} - Pay rate - salaryPercentage - {{salaryPercentage}} - Relative placement commission - starts - {{starts}} - Start of the job or project - subcontractorName - {{subcontractorName}} - Company name if the candidate is self-employed - taxNumber - {{taxNumber}} - Customer tax number - today - {{today}} - Today’s date - weeklyWorkload - {{weeklyWorkload}} - Estimated weekly workload Background information Example: replacing project-specific content with placeholders - Without placeholders - Consulting contract regarding the assignment as site manager within the project New Development Musterhausen - With placeholders - Consulting contract regarding the assignment as {{jobTitle}} within the project {{projectName}} Formatting rates in contracts - {{#salaryRates}}{{candidateRate}}€ {{type}} ({{category}}), {{/salaryRates}}

Last updated on Feb 11, 2026

Create custom frontsheets using placeholders

Description In this article, we show you how to customize your frontsheets using placeholders. Step by step - Create your own frontsheet, for example in Microsoft Word. - Use the placeholders listed below to automatically fill it with content. - Open aiFind. - Click the menu in the top-left corner and select “Templates” under Settings. - Select “Frontsheet” from the dropdown and upload the frontsheet you created. Placeholders - Candidate ID - {{Candidate}} - Displays the candidate ID - Address - {{Address}} - Displays the address (postal code, city, country) - Job title - {{Job}} - Displays the job title - Travel / relocation willingness - {{TravelInfo}}% - Displays travel acceptance (as a percentage) and relocation willingness - Skills - {{Skills}} - Displays the skills - Qualifications - {{Qualifications}} - Displays the qualifications - Motivation - {{Motivation}} - Displays the motivation - Languages - {{Languages}} - Displays language skills - Notice period - {{NoticePeriod}} - Displays the notice period - Professional experience - {{Experience}} - Displays professional experience - Availability - {{Availability}} - Displays availability - Current salary - {{CurrentSalary}} - Displays the current salary - Expected salary - {{ExpectedSalary}} - Displays the expected salary - Additional information - {{Info}} - Displays additional information - Recruiter name - {{RecruiterName}} - Displays the recruiter’s name - Recruiter email - {{RecruiterEmail}} - Displays the recruiter’s email address - Recruiter phone number - {{RecruiterPhone}} - Displays the recruiter’s phone number Tips & tricks - Define a clear naming convention so you can easily find your frontsheets later. - Differentiate between Perm, Contract, and AÜ templates. - Create frontsheets in the languages of your target audience (e.g. DE, EN). - You can create “Long” and “Short” frontsheets, depending on your customers’ preferences. - After uploading, test the formatting and layout of your frontsheet: - Open a candidate. - Scroll to Attachments. - Click the three-dots icon on the right and select “Send”. - Choose the frontsheet and review its formatting and appearance.

Last updated on Feb 11, 2026

Branding CVs with aiFind

Stay One Step Ahead of the Competition With aiFind, you can add your branding to your candidates’ CVs with just one click. How it works and what you need to prepare is much easier than you might think—and most importantly: you don’t need any programming skills. Sounds obvious and not that significant? Branding CVs and structuring them according to your preferences may seem like a nice-to-have, but you think the real added value is missing? Then you may not yet have considered that you can also cover the following use cases: - Anonymized CVs - Confidential reports - One-pagers to generate attention - Content pieces for your marketing CVs can be much more powerful than you think—especially for your marketing activities. Generate targeted content for your clients at the push of a button. Add a short promotional section about your agency and visualize your process at the end of the profile. Your client then receives a link containing all the relevant information. And if your client prefers it short and concise: no problem. Simply create a clean one-pager by using only the front sheet with a customized template that you prepared in advance. Tutorial & Templates Watch this short tutorial and use our templates to get started quickly and efficiently. Once you are up and running, you can customize and expand the template as you like. https://youtu.be/B662bvvvWCE You can download the CV template here. You can download the front sheet / cover sheet template here.

Last updated on Feb 11, 2026

Handling Email Campaigns

Email campaigns are a powerful tool for reaching and informing candidates. However, there are important guidelines and best practices you should follow to ensure the effectiveness of your campaigns and to protect your domain reputation. The Risk of Email Campaigns In general, the more automated emails you send, the higher the likelihood that the recipient’s IT infrastructure will classify them as such and potentially mark them as spam. A Note for Startups If you have just founded your company, you naturally want to generate business as quickly as possible. Keep in mind: your domain is still completely unknown. If you suddenly start sending large volumes of emails, your reputation can drop much faster than you might expect. Why? Because nobody knows you yet, and suddenly a large number of emails appear from your domain. Most systems will classify this behavior as spam. Start Small and Warm Up Your Domain Before launching large campaigns, you should start with smaller volumes over several weeks instead of sending emails every day right away. Warming up your domain is a proven method to build a healthy sender reputation. We recommend running only smaller campaigns at first and waiting 3–4 weeks before sending campaigns in the high hundreds. Reputation: Easy to Lose, Hard to Regain Your email reputation is a measure of how trustworthy your email activity is. A poor reputation can cause your emails to be marked as spam or blocked by mailbox providers. It is much easier to lose a good reputation than to rebuild it. That’s why it is critical to follow best practices and monitor the metrics listed below. This is also why starting slowly and carefully is so important before scaling up your campaigns. Example Your email reputation is similar to a credit score in finance. If you have never sent emails, you don’t have a bad reputation, but you also don’t have a good one. Imagine walking into a bank with no credit history and asking for a large loan. You wouldn’t get it because the bank doesn’t trust your creditworthiness yet. The same principle applies to your email domain reputation. Send Only to Valid Email Addresses You should always ensure that you do not send emails to invalid addresses, as this also negatively affects your domain reputation. There are online services that can verify email addresses. This is especially useful during migrations, where invalid addresses can be filtered out. If you need more information about this, feel free to contact us. Legal Requirements: Data Protection & GDPR Our email campaign provider is subject to EU GDPR regulations. This includes limits on sending volumes and the number of complaints that can be received. Thresholds To prevent your account from being suspended for security reasons, the following thresholds must not be exceeded: - Bounces: ≤ 5% (based on rejected messages) - Unsubscribes: ≤ 1.4% or 1% if unsubscribes > clicks - Spam complaints: ≤ 0.08% (based on spam reports) - Blocks: < 20% (based on blocked messages) You can always reactivate your account, but you will have to complete a questionnaire that is reviewed by the provider. Keep in mind: the suspension is meant to protect you. Without it, your reputation would continue to decline and eventually all your emails would land in spam, which is the worst-case scenario for any recruiter. Double Opt-In Make sure that all recipients have completed a double opt-in process. This means they have given consent twice: once during sign-up and once again via email confirmation. This significantly reduces the risk of exceeding the above thresholds, because recipients know who you are and what kind of emails to expect from you. Think about it: receiving an email from someone you don’t recognize at all is a strong trigger for spam complaints. That’s why it is good practice to regularly reconfirm consent. Long Story Short If you start slowly, don’t push volume limits, and your recipients expect emails from you, you generally don’t need to worry about any of the risks described above.

Last updated on Feb 17, 2026

SEARCH – Fundamentals and Reference

Unlock the full potential of aiFind and perfect your searches. This article serves as a reference for all functions, operators, and fields of the search. ENTRY POINTS You can open the search in several ways: Use the quick search in the top right of the quick start menu Click on the magnifying glass icon in the quick start menu Via the menu in the top left → section “Main” → “Search” STEP BY STEP Use the filters on the left side to narrow down results Use the full-text search at the top for more precise queries The search results are displayed below and can be edited directly FEATURE OVERVIEW Create a shortlist (icon: list with plus) Select all results (checkbox, default: 20) Add/remove to Pins, Shortlists, or Jobs Adjust page size via dropdown Navigation via arrow icons Save search via gear icon MAP VIEW Displays results visually based on filters Supports radius-based searches SEARCH OPERATORS AND Java AND HTML → Both terms must be included OR Java OR HTML → At least one of the terms must be included NOT NOT HTML → Excludes results with HTML AND NOT Consultant AND NOT tags:DNU → Filters out specific tags Wildcard: Java* → Also finds Javascript, Java Developer, etc. Parentheses: (Java AND (Developer OR Consultant)) → Combined logic Comparisons: <, > career.salary.amount > 50000 Exact Search: "Senior Java Developer" → The system only considers the exact string within the quotation marks. exists exists:attachments → The system shows all records that have at least one attachment. IMPORTANT SEARCH FIELDS Skills skills:java AND skills:HTML Tags tags:HR OR tags:Software Placement career.placed:true Availability career.availability:[2021-01-01 TO 2023-12-31] Salary career.salary.amount:>50000 Location address.city:Düsseldorf Creation Date createdAt:{2020-01-05 TO *} Deal Start Date starts:[2022-06-30 TO 2022-07-01] Deal End Date ends:[2022-07-30 TO *] EXAMPLES OF COMPLEX SEARCH QUERIES Salary Range career.salary.period:year AND career.salary.amount:>50000 AND career.salary.amount:<60000 Skills + Job Title + Salary Javascript AND (Angular OR React) AND job_title:*Developer AND career.salary.period:year AND career.salary.amount:>50000 AND career.salary.amount:<60000 Active Deals (Today) starts:[* TO now-1d/d] AND (ends:[now-1d/d TO *] OR (NOT exists:ends)) Opt-in Last 3 Months opt_in.enabled:true AND opt_in.changed_at:[now-3M TO *] BACKGROUND aiFind searches with “strict” filters by default. This means that with each filter, the search result is narrowed down as much as possible (using the AND operator). If you want to avoid this, use the full-text search and apply the operators listed above. TIPS & TRICKS Save frequently used searches Use full-text search for flexible combinations Hover over icons for explanations Use quick search for direct access to data FURTHER READING For specific use cases and ready-made search queries, see: Search – Use Cases & Best Practices

Last updated on Apr 15, 2026