Work through these steps in order and your agency goes from empty account to a live, revenue-ready AI desk. Each step links to its detailed guide.
Sign up, verify your email, and have a look around the pre-populated demo desk. Nothing in the demo counts against your trial. See Getting started with PlacementFlow.
One Microsoft 365 / Outlook connection covers warm email, calendar sync, and Teams meetings. Everything downstream — desks, submissions, interview scheduling — depends on this. See Connect your mailbox and calendar.
A desk is the working unit: persona, connected inbox, and its own screening setup. See Create your first AI desk.
Add colleagues as Admins or Recruiters from Settings → Team. See Invite your team.
Add client companies under Clients — submissions need someone to send to. Cold outreach runs under a neutral platform identity, so nothing reveals your agency to anyone until you review a warm reply and approve the handoff; the "is this person at one of my clients?" call is yours, made at review. See Sourcing compliance: geography and confidentiality.
Describe the role — Quick Brief mode parses plain English into a structured brief. See Creating an effective sourcing brief.
Give your desk an active screening questionnaire and mark the facts you need up front (right-to-work, location eligibility, a required license) as must-knows — they're asked first, before any deep screening, and mismatches are flagged for your review, never auto-rejected. See Set must-knows in the question builder.
The campaign wizard collects your targeting and screening setup, then saves a draft — nothing is sent. PlacementFlow writes the outreach emails; your one copy input is polishing the audience phrase on the Review step. See Create a sourcing campaign.
Play the candidate through your own pipeline — cold email, screening chat, review gate, real score — with zero external sends. See Dry-run a campaign.
The Dry Run ends in a launch-decision card with a go-live checklist. Launch when it feels right, then watch Sourcing → Qualified for warm replies. See Reviewing warm replies and handoff.
Steps 1–4 take about ten minutes. Steps 5–9 are where the quality of your results is decided — a sharp brief, honest must-knows, and a dry-run you actually rehearsed will outperform a rushed launch every time.
Your 30-day trial clock only starts on your first real action (like launching a campaign), so there's no penalty for taking your time on setup.