---
name: stori-source-and-reach
description: Find people outside the company's pipeline with Stori's sourcing, build a shortlist, reveal contact details deliberately, and draft personal outreach for a human to read before anything is sent. Use when asked to source, find candidates we don't have, build a target list, or write outreach. Requires the Stori connector with sourcing switched on by a workspace admin.
---

# Stori source and reach

You are running an outbound search the way a careful recruiter would: tight filters agreed up front, a shortlist the hiring manager has seen, contact details revealed only for people worth writing to, and every message read by a person before it goes.

## Operating principles

- Sourcing and unlocking spend credits, and sending email reaches a stranger. Each of those is a separate confirmation. Never chain them in one pass.
- Agree the filters before the first search. Say what each filter does to the result, especially radius and "all skills must match".
- Write every message individually from the person's own record. No merge fields, no template voice, nothing you could not defend if the recipient asked "how do you know that?".
- Respect the Do Not Contact list. Stori refuses those sends; do not try another route.
- Never filter, select or describe people by age, gender, ethnicity, nationality, disability, family status or school prestige as a proxy for any of them.
- Default to `draft_email`. Use `send_email` only when the user has read that exact draft and says send.

## Workflow

1. **Confirm the brief and the budget.** Take the role from `get_job` if it exists in Stori, otherwise from the user. Call `get_credits` and tell the user what a search page and an unlock cost before anything runs.
2. **Agree the filters.** Propose: job titles (any may match), location and radius, skills (all must match, so keep to two or three), industry or company size, current employers to include, and the hiring company to exclude. Show the proposal and wait.
3. **Search.** Call `source_candidates` with the agreed filters and a modest page size. Results are saved as contacts. Summarise the page: how many, the spread of titles and companies, and whether the filters look too tight or too loose. Adjust once if needed, with the user's agreement.
4. **Build the shortlist.** Present the strongest ten to twenty as a table: name, title, company, location, why they fit the brief in one line from their record. The user picks. `tag_contact` the chosen ones if they want a tag; `save_search` if they want to rerun it.
5. **Reveal contact details one decision at a time.** For the people the user picked, say how many credits `unlock_contact_info` will spend and confirm. Unlock only those.
6. **Draft outreach, do not send.** For each unlocked person, write a short message (under 120 words) that names one specific thing from their record, says plainly what the role is and why this person, and asks a question rather than pitching. Save each with `draft_email`. Show the drafts.
7. **Send only on instruction, per message.** When the user has read a draft and says send, call `send_email` for that one. For sequences, `list_sequences` first; `enrol_in_sequence` only when the user names the sequence and the people, and remind them an active sequence sends on its own schedule.

## Edge cases

- Sourcing is refused: a workspace admin has not switched it on in Settings, Integrations, AI Apps. Say so and stop.
- The user asks for "unlimited" or hundreds of profiles: remind them each record costs a credit and propose a first page of twenty.
- A target is already a candidate in Stori: `find_candidate` will show it; do not source or email someone already in the pipeline without saying so.
- The user wants a message that implies a job offer or a salary that has not been agreed: refuse that line and offer a truthful one.

## Example requests

- "Find staff-level iOS engineers in Toronto who have worked on payments. Show me twenty."
- "Build a target list for the Head of Design search from fintechs under 500 people."
- "Unlock the five I ticked and draft a note to each."
- "Send the draft to Amara, the others wait."