Employbl Client Research Workflow Setup (Onboarding)

Employbl Client Research Workflow Setup (Onboarding)

1. 01

   Create an Employbl account and obtain your API token from the Authentication section.

   Navigate to the Employbl dashboard, locate the Authentication tab, and generate a token. The $25 monthly authentication plan includes rate limiting per token, so ensure each client or internal team gets its own token to avoid shared limits.

2. 02

   Configure the MCP server in your preferred AI assistant (ChatGPT, Claude, Cursor, or VS Code).

   Use the MCP server endpoint provided in the Employbl documentation. Test connectivity by running a simple query like 'List 5 AI companies in San Francisco' to confirm the assistant can reach the company search tool.

3. 03

   Define client-specific research parameters using the company search tool.

   For a recruiting agency client, filter companies by sector, funding stage, and tech stack. For example, query 'Find Series B fintech companies using Python' to generate a target list. Save these queries as templates for repeatable use.

4. 04

   Set up job search workflows with the Job Search tool.

   The $180 monthly Job Search plan provides access to 75,000+ active listings. Configure filters for title, location, remote status, seniority, salary, and company attributes. Test a query like 'Find remote senior engineering jobs at AI companies paying $180k+' to validate output.

5. 05

   Integrate funding round tracking for market intelligence deliverables.

   Use the funding rounds tool to monitor recent investments. For a market research client, set up a recurring query for 'Latest funding rounds in climate tech' and schedule weekly summaries via the AI assistant.

6. 06

   Document the query templates and response formats for client handoff.

   Create a standard operating procedure document listing the exact natural-language prompts used, expected output fields, and any truncation limits (e.g., job descriptions are truncated to ~4K characters). This ensures consistency when multiple team members run research.

7. 07

   Run a pilot with a single client and gather feedback on data relevance.

   Use the free tier's 100 calls to test the workflow before committing to a paid plan. Adjust filters and prompts based on client needs, then scale to additional clients or internal teams.