← all playbooks

Tag old records into your own taxonomy so searches find them

One segment of your database classified into your own disciplines, seniority bands and sectors, each proposed tag with a confidence note and the words it was based on. Tags are written only after you approve them, and only where your CRM connection has a field update that can be trusted.

use when
old records have free-text job titles and no usable tags, so your searches miss people you already hold
starts from
Your database

The prompt

Paste it into Claude Code or the Claude desktop app with Hyreflow connected. The first line tells your agent to use Hyreflow, so it reads the play, asks before it spends anything, and hands the work back to you.

paste this into Claude
Use hyreflow and classify the untagged records in my <CRM_NAME> into my
own taxonomy, so my searches find them.

The segment: <SEGMENT, E.G. NO DISCIPLINE TAG, ADDED BEFORE A DATE>. Count
it first.

My taxonomy. Use these values and nothing else:
- Discipline: <YOUR DISCIPLINES>
- Seniority: <YOUR SENIORITY BANDS>
- Sector: <YOUR SECTORS>
If a record does not clearly fit a value, say unclear. Do not invent a
value and do not stretch one.

Read the job title, the employer and whatever else the record holds. For
each proposed tag give me a confidence note, high, medium or low, and the
words in the record you based it on.

Run five first and tell me what the full run costs before you do the rest.
Show me the changes before you write anything to the CRM: record, field,
current value, proposed value, confidence. Write only what I approve, into
<FIELD_NAMES>, one record first, then read it back. Never overwrite a tag
that a person set by hand.

Replace every <PLACEHOLDER> with your own detail. Everything else can stay as written.

What you need first

  • A connected ATS or recruitment CRM
  • Your own taxonomy as a closed list: the disciplines, seniority bands and sectors you search by
  • The fields the tags should land in, already created in your CRM
  • A Hyreflow workspace with credits, since classification is metered

Tools it can reach for

The agent picks per step from what your workspace has. Nothing here is required by name.

What happens when you run it

Free steps are marked free. Anything that spends credits is marked, and the agent asks before the first paid run of any size.

  1. 1

    Agree the taxonomy and the target fields

    free

    You supply the values, and the agent reads your CRM's field definitions, where the connection exposes them, so each dimension maps to a real field with its own id. It does not invent categories and it does not create fields.

  2. 2

    Count and read the segment

    free

    The untagged segment is counted and read out of your CRM: job title, employer, and any summary or skills text the record holds. It is a read of your own system, so it is free.

  3. 3

    Pilot five records and price the run

    credits

    Five records are classified so you can check the tags and the confidence notes against your own judgement. The agent then states what the segment will cost and waits for your go-ahead.

  4. 4

    Classify each record

    credits

    Each record goes to the Hyreflow agent with your taxonomy and a fixed answer format, so every answer is one of your values or unclear, with a confidence note and the words it relied on. The run happens server-side over the whole segment, so thousands of records do not pass through the chat.

  5. 5

    Review the proposals

    free

    You get a review list sorted by confidence: record, field, current value, proposed value and the evidence. High confidence rows can be approved together, while low confidence and unclear rows are yours to fix, reject or leave.

  6. 6

    Write one record and read it back

    free

    One approved record is written and then fetched again to confirm the value is really there. Some CRMs answer as if a write worked when it did not, so nothing else is written until this check passes.

  7. 7

    Write the approved tags, paced and logged

    free

    The approved rows are written under your CRM's request limit, with every change logged against the record id and failures collected for a retry. A tag that someone set by hand is left alone unless you said otherwise.

What a run costs

Nothing in this play spends credits.

Free before anything is charged

  • Agree the taxonomy and the target fields
  • Count and read the segment
  • Review the proposals
  • Write one record and read it back
  • Write the approved tags, paced and logged

What moves the number

  • How many records survive the free filters. Everything dropped before the paid steps costs nothing.
  • The scoring and drafting steps run on the metered agent, charged on what they read and write rather than per record, so they sit outside this table.
  • Providers you connect with your own key. Those calls bill your account, not your credits.

An estimate, not a quote, priced at the volume credit rate. Your agent sizes the run against your own workspace and tells you what it will cost before it spends anything.

You cannot search for what was never structured

Your database search works on fields. The records your team adds today probably have them: a discipline, a level, a sector, picked from a list. The records from five years ago have a job title somebody typed, "Snr FC (interim)" or "Head of Ops, EMEA", and nothing else. A search for senior finance people in manufacturing walks straight past them. They are in the database and invisible to it.

That is why this play sits in front of the others as a gate. Sourcing from your own ATS, scoring your candidates against a live role, deciding which segment to re-engage: all of them filter on structure first. Until the data is structured, they are accurate only for the part of the database that was tagged properly on the way in.

What you get back

A review list, as a file: record, field, current value, proposed value, confidence, and the words in the record the proposal rests on. Unclear records are listed separately with the reason. After you approve, the tags are in your CRM in the fields you named, and you get a change log by record id. Run a search you know was missing people and compare the count.

Variations worth knowing

File only. If your CRM cannot take the write, or you would rather import it yourself, the play stops at the approved file.

One dimension first. Discipline alone is the biggest gain and the easiest to check. Add seniority and sector once you agree with how it reads your records.

A clean title alongside the tags. The agent can propose a normalised job title in a field of its own. It never replaces the title the person gave you.

Refresh before you classify. If the segment is old, making the database searchable again brings titles and employers up to date first, and the tags describe who people are today.

Then match. Tagged records are what finding the candidates already in your ATS filters on before it scores anyone.

Where this goes wrong

A taxonomy that overlaps. If both Finance and Accounting are on your list, the agent has to guess which one you meant, and so does every consultant who tags by hand. Fix the list before the run.

Thin records. A title with no employer and no other text cannot be placed honestly. Expect a share of unclear, and treat it as information about the record.

A write that says it worked. JobAdder will accept a custom-field value in the wrong shape, report success and save nothing. The read-back on the first record exists to catch that before it happens across the whole segment.

Tagging people, not work. The taxonomy is about discipline, level and sector. The agent does not classify on age, gender, family status or any other protected attribute, even where a field exposes one.

Questions

Which CRMs can the tags be written to?

Recruit CRM and Atlas are the dependable ones: Recruit CRM takes custom fields by field id as part of a candidate edit, and Atlas has a partial update that covers custom attributes. JobAdder works with care, because its update replaces the whole record, so the agent reads the record, merges the tag in and writes it all back, and because a custom-field value in the wrong shape reports success without saving, every write is read back. For Recruiterflow the agent proves the write on one record before it trusts it. Loxo has no documented way to write a person's custom fields through the connection, so there the tags come back as a file.

Will it invent tags or overwrite mine?

No. The taxonomy is a closed list that you supply, and the only other answer allowed is unclear. Records that already carry a value in the target field are shown in the review with that value beside the proposal, and a tag a person set by hand is left alone unless you tell the agent to replace it. Nothing is written without your approval.

How good are the tags?

As good as the text on the record. A full title, an employer and a line of summary classify cleanly. A bare title such as Manager with no employer comes back unclear, which is the right answer. Each tag carries the words it was based on, so checking one is quick. Remember that it classifies what the record says, and an old record says what the person did when it was created.

What does it cost?

Reading your CRM, counting, the review list and writing the tags are free. Classification is done by the Hyreflow agent and metered by usage, so the cost follows the number of records and how much text each one carries. The agent gives you a figure for the segment after the five-record pilot and before the full run.

Can records be tagged as they arrive?

Yes, once you have run a segment by hand and agree with the tags. It converts into a scheduled workflow that classifies the records added since the last run and leaves the proposals waiting in your workspace. Keep the write to your CRM as a step you approve each time. Prove it by hand first, because a taxonomy with overlapping values produces confident, wrong tags at volume.