From the family detail panel
Open the family detail panel. Expand 'More actions'.
Click 'Generate curated introductions'.
(Optional) Write a short opening note in your voice. If you leave it blank, the system uses a warm default.
Pick 3 to 5 candidates from the list. Approved-Pool candidates float to the top; role-matched candidates have an amber badge.
(Optional) For each selected candidate, write a short fit note: why this person for this family.
Click 'Generate match summary'. The Doc lands in the family's Drive folder; one click opens it.
Send it
Open the doc, review the candidate cards, and email it to the family with a short personal note. Most families respond within 24-48 hours with the one or two they want to meet.