Skip to main content
Spott rewards consistency. These four habits are what separate a workspace that compounds in value from one that becomes a filing cabinet.

​
1. Tag everything, every time

Link candidates, jobs, companies, notes, and emails consistently. This keeps information connected, improves reporting, and lets the AI deliver smarter, more accurate insights.
Spott’s AI can only use a note as context once it is linked to a record. An unlinked note is effectively invisible to the AI.

Adding notes

How linking works, and what gets tagged automatically.

​
2. Use tasks to drive accountability

Never let candidates or clients slip through the cracks. Assign and track tasks to ensure timely follow-ups and shared ownership across the team.

Tasks

Manual tasks, automated tasks, and where they surface.

​
3. Centralise all information

Keep communications, notes, and documents in Spott. The more context in one place, the less time spent switching tools, and the better your decisions and AI results.

Inbox

Sync your mail so conversations land on the record.

Note Taker

Capture calls and meetings without typing.

​
4. Leverage AI to work smarter

Move beyond manual filtering.
  • Ask AI for fast, structured candidate insights.
  • AI search to surface stronger matches using notes, emails, and more.

AI in Spott

Everything the AI does, and what it reads to do it.

Next: getting support

Where to find answers, and how to reach the team.