This guide covers key actions you can take on candidate profiles within the Ashby Chrome extension, including sending email sequences, considering a candidate for a job, changing a candidate's interview stage, and logging outreach.

You can provide a social link URL or navigate to a supported social page to look up or add a candidate at any time via the Chrome extension. If you are on a social page (e.g. a LinkedIn, GitHub, or X profile) that matches a social profile URL in a candidate profile already in Ashby, we show that existing candidate profile.

The extension also automatically works in Gmail. When viewing a conversation between a candidate and the hiring team, Ashby automatically shows the relevant candidate profile in the extension.

To open the extension, click on the Ashby A icon or use the shortcut Cmd+Shift+E.

When you open the Chrome extension, it opens as a side panel rather than a popover. You can resize this panel by clicking and dragging on the left edge of the panel.

If you are already logged into your Ashby account in another window or tab, you are automatically logged into the same account in the Ashby extension. If you are not already logged into Ashby, you are prompted to log into your Ashby account before you can start using the extension.

When viewing a public LinkedIn profile, the Chrome extension shows whether or not the candidate has already been added to your Ashby organization. Ashby assesses this using the LinkedIn URL associated with the candidate's profile in Ashby.

If the candidate is not in your Ashby account already, you can add them via three routes:

By default, the source is set to Sourced: Ashby Chrome Extension and a Source Site is detected and included within the attribution details (for example, LinkedIn, LinkedIn Recruiter, and GitHub). Both of these fields, along with the Credited To field, can be amended after adding the candidate to Ashby. To edit the attribution details, navigate to the candidate's profile and scroll to the Attribution section in the Activities & Progress tab. Click the X to the right of the field to clear the current value, then select the appropriate alternative.

When viewing a candidate in LinkedIn Recruiter, you need to add the candidate's LinkedIn public profile URL to see whether they are already in your Ashby account or to add them to Ashby. Copy the URL and paste it into the Profile URL field in the extension. The Chrome extension then either shows the candidate in Ashby or prompts you to add them to Ashby.

LinkedIn Recruiter offers the option to bulk export candidates to a CSV file (more on this in LinkedIn's guide Export profiles in Recruiter). Click the three dots to the right of the Share for review option on the X Selected bar and select Save to CSV to add the candidate to their export file.

Once you've selected all of the candidates you'd like to export, click Import X Candidates within the Chrome extension to add the candidates to Ashby.

When on a GitHub profile, the Chrome extension searches through existing candidates in Ashby to find candidates with the same name. If there is a match, you have the option to add the GitHub profile link to the existing candidate's profile as a social link.

Click Confirm Candidate to match the GitHub profile to the candidate profile in Ashby. Alternatively, click Create a New Candidate Instead to create a new candidate profile including the GitHub link as a social link.

Once you've linked the candidate profile, or created a new profile, whenever you revisit that GitHub profile, you can view the candidate's profile details and take action using the Chrome extension.

When replying to a candidate in Gmail, the Ashby Chrome extension allows you to review key details from their candidate profile. You can add tags, notes, and reminders for yourself or someone on your team to follow up with the candidate at a later date and time.

When you have the Chrome extension open and are viewing an existing candidate's LinkedIn profile or GitHub profile, you see a Find Email Addresses option in the Chrome extension. Click this to use the data enrichment feature.

The Data Enrichment Settings under Admin > Sourcing > Email Lookups display the remaining email lookups your team has for the month.

The Data Enrichment Settings page also houses some additional options:

If you enroll a candidate in a sequence via the Chrome extension, this counts as an individual sequence and can't be edited in bulk along with other enrollments.

Select a sequence, customize it, and send it to a candidate

To draft a sequence to a candidate via the Chrome extension, click Draft Sequence.

From here, you can determine the sequence template and the candidate's email address. Once both fields are completed, you have the option to start the sequence immediately or review it before sending.

If you'd like to make any edits to your sequence before sending it, select Review. You can review each stage and make any adjustments. Once you're ready to start the sequence, click Start.

If you don't opt to send the sequence, Ashby keeps it as a draft on the candidate's profile so you can send it later.

You can add candidates directly into a job pipeline within the Chrome extension by clicking the Consider for Job button.

Once clicked, you can select the role and the interview plan stage the candidate should be added to.

Check the Update experience checkbox if you'd like Ashby to analyze and update the candidate's education and work experience from their LinkedIn profile.

Click Add to confirm and add the candidate to the job pipeline.

You can change a candidate's current stage by clicking the Change Stage button and selecting the new stage.

You can archive a candidate by clicking the Archive button. Then you select an archive reason, decide whether feedback is required, and click Archive.

Once you have set up a project, you can add candidates to that project from the Chrome extension or on their candidate profile. Click the + icon in the Projects section of the Chrome extension, then select the project from the list. The candidate is then added to the selected project.

Click Add Tags within the Chrome extension to add tags to the candidate profile in Ashby. To create a new tag in the Chrome extension, start typing the name of your new tag, then click Create new tag "X" to add the tag to the candidate profile and to your list of available tags.

If you'd like to be reminded to return to a candidate's profile later, you can create a follow-up. Click Follow up... in the Chrome extension to set an assignee and a date to send the notification to follow up on the candidate's profile. You also have the option to add a note.

If you've reached out to the candidate or have received a response from them in LinkedIn, this information can be manually logged in Ashby. Click Log Activity and select whether you are logging outreach or a response.

If you are logging outreach activity, determine the outreach type and outreach text, then click Log Activity to add the activity to the candidate's profile.

For response activity, set the response type, the response status (whether the candidate is interested or not), and then add the response text. Click Log Activity to add the activity to the candidate's profile.

The number of lookups you receive depends on your plan. You can check how many you have on the Email Lookups tab in Admin.

You have the option to enrich candidate profiles from the Chrome extension automatically (after the candidate has been added to Ashby), or by clicking a button. On-demand allows you more control over the number of email lookups you use, while automatic enrichment saves you a click. Automatic enrichment is the default option, and you can enable on-demand enrichment on the Data Enrichment tab in Admin.

Email lookups reset at midnight in your local time on the last day of each month. Unused lookups do not roll over.

Yes, you can purchase additional email lookups if needed. For more information, see How do I purchase additional email lookups, AI credits, or texting credits in-app?

The extension matches duplicates based on name, email address, and LinkedIn URL. If a LinkedIn URL is found on the page, the extension displays the existing profile (if the name is common and the email does not come from LinkedIn).

If no match is found based on the LinkedIn URL, you can add a new profile. Once a profile is added, Ashby checks it against all three criteria. If a duplicate is found at that point, a duplicate notification appears, and you can merge the two profiles.

You need at least Elevated Access - Hiring Manager permissions for the job in question to add a candidate to the job. For more information on user permissions, see User Permissions.

When adding the candidate via a social URL, we create the profile using publicly available information, which may at times be limited or outdated. The alternative is to add the candidate via a PDF resume. When adding a candidate via PDF resume download, we reliably parse the entire work/education history of the candidate.

While it is technically easy to reliably capture the entire LinkedIn profile in an extension, doing so is not permitted by LinkedIn's terms of service.

If you consider the candidate for one role while viewing their profile on LinkedIn, then the Source Site on their job consideration is set to LinkedIn or LinkedIn Recruiter. If you then consider them for another role using the Chrome extension while viewing their GitHub profile, then the job consideration is created with the Source Site listed as GitHub. This is expected behavior. You can override the Source Site for an application or job consideration by transferring it to another role. For more information, see Can I transfer a candidate’s job consideration to another job or interview plan?.

Yes. Each note shows an option to pin or unpin in the Chrome extension. Any pinned notes show at the top of the Profile and Feed sections in the extension.