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Matching in Spott uses AI to compare the job’s requirements against your candidate database, surfacing the most relevant matches in seconds. It runs on the same engine as candidate search, using the job’s description, notes, and sourcing criteria as input. Matching is built to surface new candidates, so it leaves out anyone already in this job’s pipeline. To review the people already on the job, use its pipeline instead.

Access a job’s Matching tab

The Matching tab with ranked results
In Spott, go to Jobs, open the job, and click the Matching tab.

Run a search for the job

The first time, click Start new job search. Spott converts the job’s context from the Overview tab into filters and criteria, which you can review and adjust with Edit criteria before clicking Run search.
The better the sourcing criteria on the job’s Overview tab, the better the matches. Upload intake call notes or a detailed job description first.

Filters vs criteria

When Spott builds the search from the job, it splits your requirements into two parts, shown separately when you use Edit criteria: Pre-filters narrow the candidate pool before ranking. They are structured conditions such as Job Title, Field of Study, Keywords, and Years of Experience. Use the Match all filters toggle to require every filter (AND) or any of them (OR). Spott shows how many candidates currently match, so you can widen the filters when too few come through.
The Edit pre-filters dialog with a filter group
Criteria rank the candidates that pass the pre-filters. They are plain natural-language statements (for example, “Business-level fluency in French”) and are numbered in priority order — criteria higher in the list weigh more heavily in the match score. Drag a criterion by its handle to change that order, click the × on a row to drop it, or use Add criteria to add your own.
The Edit criteria dialog with four numbered criteria
A good rule of thumb: use pre-filters for the hard requirements that must be true, and criteria for the softer qualities you want to rank on.
Both editors open from the pre-filters and criteria chips above the results, so you can adjust a search and re-run it without starting over.

Read the results

Candidates are ranked by a match score from 0 to 100, from Very Weak to Very Strong Match. Every criterion you set also becomes its own column: each candidate gets a thumbs rating for it, from one to three thumbs-up for a match down to a thumbs-down where they fall short. This lets you see at a glance which requirements a candidate meets, not just their overall score. Click a candidate’s score to open the full reasoning — the assessment behind each per-criterion rating — where you can Accept the candidate or mark them reviewed.
A match score explanation popover
Each row also shows the candidate’s active jobs and last interaction, so you can spot who is already in a process elsewhere.

Review workflow

Use the All, To Review, and Reviewed tabs to work through the results:
  • Review the candidates with the highest match scores.
  • Add strong fits directly to the job’s pipeline.
  • You can re-run or refine the search at any time by editing the criteria.
Accept, Reject, and Reviewed only track your progress through the list. They do not train or personalize the matching model, so marking candidates does not change future results.

Next steps

Present candidates

Send your best matches to the client.

Work the pipeline

Track applicants through the job’s stages.