AI steps
Every step that uses AI, by stage, with what starts it, what it reads, what it may and may not do, and its model setting.
How the AI works explains the order and why each step reads what it reads. This page lists every step on one page. The label beside each input says how it's filtered:
- Approved onlyOnly what you approved.
- Your wordsYour stories and what you write to it, exactly as you wrote them.
- Not yet reviewedIncludes proposals you haven’t reviewed yet, passed so they aren’t repeated, never as facts.
- Rejected, to skipThings you turned down, passed only so they aren’t proposed again.
- PublicPublic information about a company or a role: its website, its job board, its postings.
Your stories
Turning what you wrote into facts you can approve.
Read a story
You choose Read on a story.
Reads
- Your wordsThe story being read
- Approved onlyYour roles and facts
- Not yet reviewedRoles and facts already waiting in Review, so it doesn’t repeat them
- Your wordsYour other stories, for background only
- Approved onlyYour directions and limits
- Rejected, to skipFacts you rejected, with your reasons
May
Propose roles, facts and context, each with the words it came from.
May not
Take a fact from any story but this one, or invent a customer, number, result or skill.
Read the changes
You choose Read on a story that was read before.
Reads
- Your wordsThe version it read before, and the new one
- Your wordsYour other stories, for background only
- Approved onlyYour roles and facts
- Not yet reviewedThis story’s facts, approved or waiting
- Rejected, to skipFacts you rejected, with your reasons
May
Propose new facts and updates to facts the change affects, and flag facts the story no longer says.
May not
Touch facts from other stories, or change an approved fact without your okay.
Rewrite a fact
You choose Add context or rewrite on a fact.
Reads
- Approved onlyThe fact, its history and its role’s context
- Your wordsThe story the fact came from
May
Suggest new wording, with your note as the final word.
May not
Replace the fact. The new wording waits for you to accept it.
Follow-up questions
You choose Suggest questions on Review.
Reads
- Approved onlyYour record
- Your wordsYour stories, for background only
- Rejected, to skipQuestions already asked, answered or set aside
- Approved onlyYour projects and their facts
May
Ask a few short questions where an answer would add or change a resume line.
May not
Ask again what you set aside.
Check for disagreements
You choose Check for disagreements on Record, or Look for conflicts on Review.
Reads
- Approved onlyYour roles and facts, and answers you’ve given
- Your wordsEvery story
May
Ask which version is right when a story and your record disagree.
May not
Pick one for you.
Your record
Reading across what you approved.
Insights
After a story or project is fully reviewed, and when you choose Find new insights.
Reads
- Approved onlyYour roles, facts, context and directions
- Your wordsYour stories, for background only
- Rejected, to skipInsights you approved, still to review or rejected, so it doesn’t repeat them
- Approved onlyYour projects and their facts
May
Propose what’s true of you across roles and projects, each citing approved facts.
May not
Bring back an insight you rejected, or cite a fact you haven’t approved.
Gather skills
After a story or project is fully reviewed, when you approve a role after that, and when you choose Gather on Skills.
Reads
- Approved onlyThe skills and tools of your roles
- Approved onlyThe stack and languages of your projects
- Approved onlyYour facts
- Not yet reviewedSkills, tools and certifications you approved or that are waiting in Review
- Rejected, to skipSkills you rejected, with your reasons
May
Propose each skill, tool and certification once, with where your record shows it, and offer near-duplicates as merges.
May not
Bring back a skill you rejected, in any spelling, or change one you approved beyond adding where it shows.
Find duplicates
You choose Find duplicates on Record, or Find facts said twice on Review.
Reads
- Not yet reviewedFacts you approved or that are waiting in Review, by role, and the pairs you kept apart
May
Flag facts in the same role that say the same thing, for you to merge or keep both.
May not
Merge anything itself, or flag a pair you kept apart.
Find same work
You choose Find same work on Record, or you link a project to a role.
Reads
- Approved onlyThe project: its name, summary and stack, and the role it’s linked to
- Approved onlyThat role’s title, employer and dates
- Approved onlyThe facts of the project and of its role not yet connected, and the pairs you kept apart
May
Suggest pairs of a project’s facts and its role’s facts that describe the same work.
May not
Connect facts without you, or pair facts you kept separate.
Read a project
You choose GitHub repositories to read on Projects, or Read again on a project.
Reads
- Your wordsThe repository: its files, history and languages
- Not yet reviewedThis project’s facts, approved or waiting, so it doesn’t repeat them
- Rejected, to skipThis project’s facts you rejected, with your reasons
- Approved onlyYour directions, for what matters to you
May
Propose the project and facts about it, each citing the files it came from.
May not
Fetch anything that looks secret, like .env files, keys or certificates. It can open that one repository and nothing else.
Your goals
Turning what you want into directions and limits.
Read my goals
You choose Read my goals.
Reads
- Your wordsYour goals story
- Approved onlyYour roles and facts
- Approved onlyYour directions and limits, kept as they are
- Rejected, to skipDirections and limits you rejected
May
Propose directions, and limits as clear values you can check and correct.
May not
Assume a limit you didn’t state. It leaves out anything it would have to guess.
Filters from wording
You edit a limit’s wording.
Reads
- That limit’s wording, and nothing else
May
Set the limit’s filters to match what it now says.
May not
Read your goals story for it.
Directions and search criteria
You choose Fill in or Suggest more on Goals.
Reads
- Approved onlyYour record, insights, limits and directions
- Your wordsYour stories, for background only
- Rejected, to skipDirections you rejected or haven’t reviewed yet, so it doesn’t repeat them
- Approved onlyYour projects and their facts
May
Fill in each direction’s positioning, target titles, the market’s words for the work, which stories carry over, and its search criteria. Suggest new directions.
May not
Overwrite anything you approved.
Companies
Sorting and filling in the companies a search finds.
Screen companies
After each company search.
Reads
- PublicEach company’s name and website
May
Sort companies into places to work and non-employers: recruiters, job boards, associations, government, schools, media and investors.
May not
Delete anything. You can restore a company it set aside.
Fill in companies
After a company search, or when you choose Fill in details, Check again or Check all again; and after the daily roles check finds roles matching your titles opened or closed at a company, unless Update fit as roles change is off.
Reads
- PublicThe company’s website
- Approved onlyYour directions and limits
- Rejected, to skipCompanies you turned down, and why, as preferences
May
Add what each company builds, its size and its fit, and find its job board.
May not
Spend Apollo credits past the credits you set aside each month.
Find companies on the web
When you choose Find companies without an Apollo key, or with Finding companies set to Apollo + AI.
Reads
- Approved onlyYour directions and limits
- PublicCompanies you turned down, so they aren’t found again
- PublicPublic job boards, searched for your directions’ titles
- PublicA job board’s page, for the company’s website
- PublicThe website of a company you named, for its name
May
Find up to 15 companies for each direction that fit it, hiring or not, and up to 15 hiring for its titles now, each with the page it was seen on.
May not
Keep anything it says about a company beyond its name and website, or bring back a past employer or a company you turned down.
Roles
Deciding which roles deserve your time.
Sort roles
Once the descriptions of newly found roles are all in.
Reads
- Approved onlyYour directions: their names, positioning and titles
- PublicEach role’s title
- PublicEach role’s description, without what its company repeats in every posting
- PublicThe company’s name
May
Decide which of your directions a role could be for, leaning toward including it.
May not
Judge how well it fits. That’s the next step.
Rank roles
Right after sorting.
Reads
- Approved onlyYour projects and their facts
- Approved onlyYour directions and limits
- PublicEach role, and the directions the sort passed it to
- PublicEach role’s whole description, without what its company repeats in every posting
- PublicThe company’s name and one-line summary
- Approved onlyYour roles and their facts, and your years of work
- Whether to count how big a stretch a role is
- Rejected, to skipRoles you turned down, and why, as preferences, never as limits
May
Rate the role for each direction as strong, some, weak or none, with a score from 0 to 100 and a reason in plain words.
May not
Predict whether you’ll be hired. The score says how much of your time the role deserves.
Writing
Everything written under your name.
Resume
You choose Write, Write again, Add what’s new or Update all on Resumes, Write the resume or Rewrite on Goals, or Tailor a resume on a direction or a role.
Reads
- Approved onlyYour skills, tools and certifications
- Approved onlyYour roles, facts, insights and context
- Approved onlyYour career breaks, with the reason in your words
- Approved onlyThe length to write to
- Approved onlyHow each role shows on this resume: a role left out, or folded with its lines left out, gives no facts
- Approved onlyThe direction’s positioning, for a direction or tailored resume
- For a tailored resume, the direction resume it starts from; and the facts behind the lines you pinned, so the new version keeps them
- Approved onlyYour projects and their facts
- Approved onlyFacts that describe the same work, as one
- PublicFor a tailored resume, the role’s title and place
- PublicFor a tailored resume, the role’s company
- PublicFor a tailored resume, the role’s description
May
Write a base resume, one for each direction and one tailored to a role, each line citing approved facts, with how well you cover each requirement: strong, partial or thin.
May not
Cite anything you haven’t approved. A line with no approved fact behind it is marked No approved basis.
Cover letter
You choose Write a cover letter in a pursuit.
Reads
- Approved onlyYour record: roles, facts, projects, context, insights, skills and directions
- The resume tailored to the role, or the one you sent
- The pursuit: its role, company, direction and what you sent
- PublicThe role’s place
- PublicThe role’s description
- PublicThe company’s summary
- Your name, to sign it
May
Write a first-person letter whose paragraphs cite approved facts. Your edits become a new version.
May not
Write one before a resume is tailored to the role, or once the pursuit was sent.
Ask about this role
You ask a question in a pursuit.
Reads
- Approved onlyYour record: roles, facts, projects, context, insights, skills and directions
- Your wordsThe conversation so far and your latest message
- The resume tailored to the role, or the one you sent
- The pursuit: its role, company and what you sent
- PublicThe role’s place
- PublicThe role’s description
- PublicThe company’s summary
May
Answer application questions in the first person, ready to paste, and say when your record doesn’t support something.
May not
Claim what your record doesn’t support. Anything new you tell it comes back as proposals to review.
Outreach
You choose Draft a message for a person in a pursuit.
Reads
- Approved onlyYour record: roles, facts, projects, context, insights, skills and directions
- Who it’s to: their name, title, group and whether they’re likely the hiring manager; who else you already wrote to there
- The pursuit: its role, company and when you applied
- PublicThe role’s description
- PublicThe company’s summary
- Your name, to sign it
May
Draft a short outreach message signed with your name: who you are, why this role, why you fit, and one small ask, for you to send from your own email.
May not
Send anything. You send it, then mark it sent.
Follow-ups
A follow-up is due after a quiet application or an interview, and you choose Write the follow-up in its pursuit or Write follow-up on Today.
Reads
- Approved onlyYour record: roles, facts, projects, context, insights, skills and directions
- Where your application stands: its status, dates and timeline
- Follow-ups you already sent
- Who it’s to, and what you already sent them
- PublicThe role’s description
- Your name, to sign it
May
Draft a short follow-up email signed with your name, for you to send from your own email.
May not
Send anything. You send it, then mark it sent.
Check against facts
You choose Check against facts on a resume line you put in your own words.
Reads
- Approved onlyThe facts the line rests on (for the summary, the facts the whole resume rests on)
- Your words, and where the line sits
May
Say whether your words say only what their facts support, and which words go beyond them.
May not
Change your words. It only answers.
Write a resume line
You choose Write it for this resume under Add a line on a resume.
Reads
- Approved onlyThe approved fact you picked
- The resume as it shows, and the role or project the line goes under
May
Write one line from one approved fact the resume doesn’t use yet, in the resume’s voice.
May not
Add a claim the fact doesn’t make, or change the resume’s other lines.
Update lines
You choose Update lines on a document whose facts changed since it was written.
Reads
- Approved onlyThe facts the lines cite, as they read now and as they read when the lines were written
- Rejected, to skipA rejected fact a line cites, as what to take out
- The resume in use: its lines, your own words and what it was written from
- The newest version of a letter not yet sent
- A pursuit’s answers, and whether it was sent (a sent one is left alone)
May
Rewrite just the lines that cite a changed fact.
May not
Change a document until you choose Apply.
Outside the order
Compare models
You choose Compare in Settings, AI.
Reads
- Your wordsOne story, without your record
- PublicUp to 30 ranked open roles and their verdicts
- PublicThose roles’ descriptions
May
Run one of five tasks (reading a story, the base resume, insights, sorting roles or role fit) on up to four models, for you to judge.
May not
Add anything to your record, resumes or roles.
Test call
You choose Try it in Settings, AI.
May
Send one test prompt to check your key and model work.
May not
Read or change your record.