Work through these steps in order and your agency goes from an empty account to a live 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 Today, under Decide, for warm replies. See Reviewing warm replies and handoff.
Sourcing is one of the jobs your desk takes. Once candidates are in play, it also does the work around your calls:
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.