Recruitment agencies
Give consultants a usable database—not another admin job.
Clean up inconsistent records, organise candidate onboarding and make outstanding admin visible so consultants can spend more time on relationships and placements.
Where the week gets lost
Does this sound familiar?
Forms and availability updates sit outside the CRM
Pipeline reports depend on manual spreadsheet fixes
One concrete workflow
From candidate updates to a clear readiness view
Synthetic sample data. An example of a possible setup—not a client case study or measured result.
What comes in
A candidate registration form and an availability update arrive separately. Record RC-203 still has an older availability date in the export.
What we set up
Match only against agreed identifiers, standardise the fields and flag conflicting details. Route uncertain matches to a person.
What your team receives
The consultant sees the candidate record, source update and an availability confirmation task. The readiness report separates incomplete admin from records ready for review.
Candidate readinessSample data
Operations view · sample dataNext actions
4Candidate records
2Need attention
2Ready for review
| Candidate | Outstanding item | Status |
|---|---|---|
| RC-201 | Registration form | Waiting |
| RC-202 | None — consultant review | Ready |
| RC-203 | Availability confirmation | Waiting |
| RC-204 | None — consultant review | Ready |
Readiness reflects administrative completeness only. People make all eligibility, shortlisting and placement decisions.
Example output—not a new app you have to buy. This could be delivered in an agreed spreadsheet, dashboard or existing system.
The human checkpoint: Administrative readiness is not suitability or eligibility. People make all shortlisting, right-to-work, hiring and placement decisions; no automated candidate ranking is proposed.
The business reason
Make the next step easier for your team.
01 / THE INTENDED IMPROVEMENT
Reduce searching across separate candidate records
02 / THE INTENDED IMPROVEMENT
See which onboarding items still need attention
03 / THE INTENDED IMPROVEMENT
Refresh an agreed operations report consistently
Done for you, within an agreed scope
A workflow your team can operate.
We define the rules, prepare the data, configure the agreed tools and test the exceptions. You receive the setup, operating guide and handover—not simply a recommendation to try AI.
Explore the AI Workflow SprintStart with the systems you already have
We confirm available features, exports and integrations before proposing a build. No universal connector or replacement system is assumed.
Your business. Your bottleneck.
What would you like to stop chasing?
Free written first review. Best suited for SMEs where teams spend 10+ hours per week on repetitive admin. Implementation from £5,000.