Use ClickUp with an AI Browser for Candidate Sourcing

Run candidate sourcing in Strawberry using ClickUp as one of the inputs. Specific surfaces, example prompt, real output, and tradeoffs vs alternatives.

Diagram of Strawberry AI browser workflow using ClickUp for candidate sourcing

If you use ClickUp and you regularly need to source candidates, the bottleneck is usually the same: ClickUp holds part of the context, but candidate sourcing also needs signals that live outside it - on the public web, in LinkedIn, in news, in other connected apps. Strawberry is built to combine the ClickUp context with the rest of the browser, and run the full workflow as a companion you can re-trigger every week.

This page describes specifically how Strawberry handles candidate sourcing when ClickUp is one of the inputs. It names the ClickUp surfaces involved, the signals the workflow actually needs, an example prompt you can paste, and what a good output looks like.

The job a recruiter, founder hiring, hiring manager is trying to do

The goal of candidate sourcing is to build a shortlist of 10-30 candidates who match the role and have at least one signal of openness. The success metric is concrete: 30% reply rate to first outreach, 5+ first-call conversions per 30 sourced. That definition matters because it shapes what ClickUp needs to contribute to the workflow.

What signals candidate sourcing actually needs

For each signal below, here is whether ClickUp can contribute directly or whether Strawberry has to find it via the browser:

  • Current role and tenure - ClickUp does not contain this directly. Strawberry uses the browser plus public sources to fetch it.
  • Recent role changes (often visible on LinkedIn) - ClickUp does not contain this directly. Strawberry uses the browser plus public sources to fetch it.
  • GitHub or content output for technical roles - ClickUp does not contain this directly. Strawberry uses the browser plus public sources to fetch it.
  • Company stage match (someone leaving a Series B is more likely to talk to a seed-stage co) - ClickUp does not contain this directly. Strawberry uses the browser plus public sources to fetch it.
  • Geo match for hybrid roles - ClickUp does not contain this directly. Strawberry uses the browser plus public sources to fetch it.
  • Openness signals (LinkedIn open-to-work, recent comments about job search) - ClickUp does not contain this directly. Strawberry uses the browser plus public sources to fetch it.

What Strawberry can do inside ClickUp

Strawberry can create tasks, update statuses, and pull task context for follow-ups.

ClickUp surfaces Strawberry uses for this workflow: spaces, lists, tasks, subtasks, custom statuses.

How Strawberry runs candidate sourcing with ClickUp

  1. Strawberry opens the ClickUp spaces that contains the relevant context.
  2. The companion pulls related context from ClickUp (lists, history, attached files) where it exists.
  3. For the parts ClickUp does not store, Strawberry uses the browser - web search, LinkedIn, news, the prospect's website.
  4. Strawberry synthesises the output in the shape this workflow needs: A shortlist with one row per candidate.
  5. A human reviews before any external action (send, update, post). Then the approved output is saved back to ClickUp or your system of record.

Example Strawberry prompt

Paste this in a new Strawberry chat with ClickUp connected. Adjust the specifics to your actual ICP, role, or topic.

Read this ClickUp spaces and any linked context.
Then run a full candidate sourcing workflow on it. Use the browser to fill any gaps not in ClickUp.
Return the output in the shape we use for candidate sourcing: A shortlist with one row per candidate: name, current role, target role fit (1-5), one personalised opening line, contact link.
Do not send anything externally. Save the draft to me to review.

What a good candidate sourcing output looks like

Here is what a finished output for candidate sourcing should look like in practice. The specifics will change for your use case, but the shape should look similar:

  • Role: Founding Engineer (Stockholm or remote EU)
  • Candidate: Marek Novak - Senior Engineer @ Klarna, 4 years
  • Fit: 5/5 (worked on payment systems, contributed to Rust open source, recent talk on type-safe APIs)
  • Opening line: noticed his RustConf talk on type-safe API contracts and our backend lead's tweet about Marek's library
  • Contact: LinkedIn DM + GitHub email

Why ClickUp for this, and where to use a different tool

ClickUp is strong for this workflow because Strawberry can create tasks, update statuses, and pull task context for follow-ups.

Where ClickUp falls short ClickUp hierarchy varies by workspace; statuses are user-defined.

Consider also a CRM for sales context.

Common mistakes when running candidate sourcing

  • Spray-and-pray DMs that mention nothing specific
  • Missing the obvious signals (someone just posted 'thinking about a change')
  • No quality bar - putting 200 names on the list to look productive

Connecting ClickUp to Strawberry

ClickUp OAuth. Once connected, the companion can read the surfaces above without re-authenticating, and any write action still requires explicit human approval the first time the workflow runs.

Caveats

Do not let any AI agent send emails, update CRM records, or change shared systems without a clear approval step. Strawberry is strongest when the workflow combines browser context with connected-app context and a human review for sensitive actions.

How ClickUp + Strawberry runs candidate sourcing

1 ClickUp

Read

Open the relevant ClickUp spaces; pull related context.

2 Browser

Augment

Use the browser, LinkedIn, news, and other connected apps for signals outside the CRM/tool.

3 Output

Compose

Synthesise into the candidate sourcing shape: A shortlist with one row per candidate.

4 Human

Approve

Human reviews before any external action; approved output is saved back.

FAQ - ClickUp + AI browser for candidate sourcing

Can Strawberry do candidate sourcing entirely inside ClickUp?

No, and that is the point. candidate sourcing needs signals ClickUp does not store - public web, LinkedIn, news, other apps. Strawberry combines ClickUp with the browser, which is where the real value comes from.

Does ClickUp need to be the primary CRM or system of record?

Not necessarily. ClickUp can be one input among several. Strawberry can read it as context even if your primary system of record is somewhere else.

What permissions do I need on ClickUp?

Read access to the surfaces you want Strawberry to use (spaces, lists, tasks). Write permissions are only needed if you want Strawberry to update ClickUp after a human approves the change. ClickUp OAuth.

What is the realistic success metric for candidate sourcing?

30% reply rate to first outreach, 5+ first-call conversions per 30 sourced - that is the target Strawberry helps you hit, not the only thing it measures.

What is the biggest mistake to avoid?

Spray-and-pray DMs that mention nothing specific.