> ## Documentation Index
> Fetch the complete documentation index at: https://support.metaview.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sourcing to Sequences

> Add candidates from a Sourcing search into a Sequence, once or on an ongoing basis.

Move candidates from [Sourcing](/sourcing/overview) into a [Sequence](/sequences/overview) two ways: add a selection once, or connect a search so future `Yes` candidates are enrolled automatically.

## Add selected candidates once

<Steps>
  <Step title="Open the Candidate Pack">
    Open the search and go to **Candidates**.
  </Step>

  <Step title="Select who to contact">
    Select the candidates you want to reach out to.
  </Step>

  <Step title="Add to sequence">
    Choose `Add to sequence`, then pick an existing sequence, `Create new sequence`, or `Generate a new sequence`.
  </Step>

  <Step title="Review and confirm">
    Check the candidate list, then select `Save and add to sequence`.
  </Step>
</Steps>

Candidates already in the target sequence are disabled and skipped. Adding a candidate from Sourcing records a `Yes` decision for them.

## Connect a search to a sequence

Connecting is for when you want the flow to continue without you returning to it — every future `Yes` in that search enters the sequence. You can set it up from either side, and the difference matters:

| Start from                                               | What it does                                                                                                                                                                |
| -------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **The search** — `Connect sequence` in the search header | Adds candidates as you shortlist them, so it applies to future `Yes` decisions only. It does **not** backfill candidates you'd already rated.                               |
| **The sequence** — **Candidates** › `Connect search`     | Walks through `Select searches`, `Confirm candidates`, and `Review connection details`, and offers existing `Yes` candidates for backfill as well as enrolling future ones. |

`Maybe` candidates are never enrolled automatically, from either direction.

<Warning>
  Connecting a search creates an ongoing enrollment rule, not a one-time action. Disconnect it when you no longer want future `Yes` candidates added.
</Warning>

## Before anything sends

Enrollment follows the sequence's own candidate pause and contact lookup settings. A sequence generated from a search starts **disabled**, and candidates added this way start **paused** — so you can review the steps, sender, contact details, and personalized content before a single message goes out.

<Note>
  Every first-touch sequence needs a link to your candidate privacy notice and a simple opt-out, saved as fixed text in the template rather than generated per candidate. See [Best practices for Sourcing](/sourcing/sourcing-best-practices) and [Sequences](/sequences/overview).
</Note>