Get your Recruiterflow account fully set up in about 10 minutes. This guide walks you through the seven setup steps that unlock everything from email syncing to one-click candidate sourcing.
What you'll set up
Sync your email and calendar
Add your email signature
Install the Recruiterflow Chrome Browser Extension
Create your first job
Post jobs to free job boards
Source candidates with the extension
Set up your email templates
1. Sync email and calendar
Connect your Gmail or Outlook account so emails and calendar invites you send through Recruiterflow go out through your real inbox — and replies land back in Recruiterflow automatically.
Open Permission settings and grant access for both email and calendar.
2. Add your email signature
Set your signature once. Recruiterflow appends it to every email you send from the platform.
Open Profile settings and paste your signature in.
3. Install the Chrome Browser Extension
The Recruiterflow Chrome Browser Extension lets you add candidates and contacts to Recruiterflow with one click from LinkedIn.
Install it from the Chrome Web Store, then sign in with your Recruiterflow credentials. Full walkthrough: Sourcing using the Chrome Browser Extension.
4. Create your first job
From the Jobs page, click + New Job. Set up the application form, interview plan, and scorecards while you're there — these flow through to every candidate you add to the job, so it's worth doing once properly.
For details on each section, see Setting up a job, application form, and stages.
5. Post jobs to free job boards
You can post any job for free to LinkedIn, ZipRecruiter, Indeed, Glassdoor, and SimplyHired.
From the job edit page, open the Promote section and toggle on the boards you want. See Posting jobs using Recruiterflow.
6. Source candidates with the extension
With the extension installed, you can add candidates to specific jobs straight from a LinkedIn profile — no copy-paste, no tab-switching.
See Sourcing using the Chrome Browser Extension for the full sourcing flow.
7. Set up email templates
Stop rewriting the same outreach. Save your common emails as templates and pull them into one-off messages or sequences in seconds.
Open Email Template settings and create your first template.
A practical example
A new recruiter joins your agency on Monday. Following these steps in order, they sync email, install the extension, set up their first job, and post three roles to LinkedIn and Indeed — all before lunch.
Things to know
You don't have to complete the steps in order — return to any of them anytime as your account evolves.
Recruiterflow supports both Gmail and Outlook for email and calendar syncing.
Email templates work in both one-off candidate emails and Sequences, so anything you save here is reusable across your outreach.
If you use Google Workspace or Office 365, you don't need to set a separate Recruiterflow password to get started.
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