Adding people from Juicebox

One person#

Open someone in Juicebox and the side panel follows their profile. Add to OpenATS sits with Juicebox’s own buttons, at the end of the Shortlisted / Add to a sequence row. It creates or matches the person (the same email, LinkedIn or phone) and adds them to your default role, then says Added, or Already in OpenATS if they were there. Choose it again to open them in OpenATS.

In a search grid where a row only has a LinkedIn name search, the OpenATS button opens the candidate and the side panel.

A whole shortlist#

1. 1

   Step 1: Tick people on a shortlist.

   Use Juicebox’s checkboxes, or Select N new in the OpenATS column’s header, which ticks everyone on the page who isn’t in OpenATS yet.

2. 2

   Step 2: Choose Add N to OpenATS in Juicebox’s selection bar.

3. 3

   Step 3: Pick the Role and the Stage.

   Someone already on that role keeps the stage they’re in.

4. 4

   Step 4: Let it work.

   Juicebox is paused under a card, Adding 40 people to OpenATS, that says whose profile it’s reading: Reading Maya Chen’s profile · 3 of 40. Stop stops after the current one, and closing the tab asks first. If a profile won’t open, that person is added from their row.

It ends with a summary, such as Added 38 · 2 already in OpenATS, closes the profile it opened, and the pills update. Only people on the page you’re looking at are added: Juicebox keeps ticks across pages, so the bar says how many of them are on this one.

What comes across#

• Every role in their work history (title, company, dates, location and description), from an open profile or a bulk add.
• Their email and phone, once you’ve revealed them in Juicebox. The extension never clicks Reveal.
• Their photo, from their open Juicebox profile, including each profile a bulk add opens. Someone added from their row, because their profile didn’t open, gets none.
• For someone already in OpenATS, Update from Juicebox in the side panel offers their work history and company logos.