◈ Mail → Excel

For recruiters: inbox → candidate pipeline

By the Mail → Excel team · Updated 2026-10-18

Recruiters live in email, but tracking happens in a spreadsheet. Here is how to move candidates there automatically.

The pipeline you can build in one run

  1. Search the mailbox for CV patterns: subject contains “CV”, “resume”, “application”.
  2. Export sender name, email, date and attachment names to Excel.
  3. Save each CV as date_name_role.pdf.
  4. Add columns: stage, source, next action.

Search query examples

(SINCE 01-Oct-2026 SUBJECT "CV")
(SINCE 01-Oct-2026 SUBJECT "resume")
(SINCE 01-Oct-2026 SUBJECT "application")

Run them separately and merge — one query with OR is not supported consistently across providers.

Privacy and consent

Candidate CVs are personal data. Store them only where you are allowed to, restrict access, and delete on request. Do not upload them to random cloud converters.

What to track

ColumnWhy
candidate_nameFrom sender display name
emailReply address, lowercase
applied_atEmail date
cv_fileSaved path
stagescreening / interview / offer
sourcejob board / referral / inbound

Related guides