Custom automation for recruitment agencies

We connect the systems your desk already runs.

Your CRM, inbox, timesheets and compliance files already hold what the week needs. The only thing carrying work between them is a person. We build that layer, so the repetition moves forward on its own and nothing gets quietly dropped.

No CRM replacement. No migration. Nothing leaves the building without you approving it.

Extension sequence 4 steps
  1. Day −45 End date flagged The assignment enters the extension window without anyone filtering a dashboard.
  2. Day −30 Client email drafted Written against the live record and queued for your approval.
  3. Day −21 Chase on silence No reply logged, so a follow-up is drafted. Still yours to send.
  4. Day −14 Escalate Routed to the next named contact, with the PO balance attached.

Any reply pauses the sequence and routes the thread to you.

Mandate pack 4 steps
  1. Brief in Sources gathered The CV, the interview notes and the client brief, in whatever shape they arrived.
  2. Assemble Pack drafted to your format Structured into the sections your clients already expect from you.
  3. Check Every claim traced Anything the sources do not support is flagged rather than smoothed over.
  4. Before the call Progress pack rebuilt Assembled again from the record, so the update is not written from memory.

Nothing is scored, ranked or sent. The assessment stays yours.

Compliance expiry 4 steps
  1. T−60 Expiry picked up An insurance certificate or a right-to-work document reaches its window.
  2. T−45 Request drafted Written to the contractor or the supplier, queued for you to send.
  3. T−21 Chased, then escalated Silence moves it up to the named contact instead of sitting in a folder.
  4. T−7 Flagged as outstanding It appears on your outstanding list with the evidence trail attached.

It tracks and evidences. Every determination stays with you.

The alert fires. Then nothing follows through.

Every CRM in this market can show you what is about to expire, what has not been submitted, and which assignments end next month. The alert fires into the CRM of somebody already holding forty other notifications, and then the work stops. Nothing drafts the email, waits three weeks, notices the silence, finds the next approver, or checks whether there is budget left to extend against.

Only 10%Global

of firms have AI embedded throughout their workflow.
  • 30%have moved to some level of agentic AI tools.
  • 29%are still using generative AI for isolated tasks.
Bullhorn 2026

What you get back

Not the judgement calls, which stay yours. The assembly, the chasing and the remembering.

  • Hours back on the desk

    The recurring admin stops being something a consultant does by hand every week and becomes something they approve in a queue.

  • Nothing quietly dropped

    Dates, chases and expiries stop depending on whether the person holding them was busy that day.

  • Growth without more admin

    More contractors or more mandates stop meaning proportionally more of the work nobody wanted to do.

One worked example

A contract desk, because that is where the weekly repetition is heaviest. A search desk sees the same shape with pack production and pipeline dates in place of timesheets.

Illustrative

A Monday on a contract desk

Chase unsubmitted timesheets
45 min
Ring approvers who have not signed off
40 min
Hunt end dates across the spreadsheet
30 min
Draft extension emails by hand
35 min
Check PO balances before invoicing
20 min

Total 2h 50m

The same Monday with the build

Review queued timesheet chases
10 min
Approve escalations to fallback approvers
5 min
End dates already flagged at T-45
0 min
Read and send drafted extension emails
15 min
PO balances reconciled automatically
0 min

Total 30m

Inputs to this example

  • A desk running 12 live contractors
  • Weekly timesheets, monthly invoicing
  • One consultant handling all desk admin
  • Times are worked estimates for this example, not measured averages

This is a worked example to show the shape of the change, not a benchmark. Nobody publishes admin-time data for recruitment desks. We have looked, and it does not exist. The only number worth arguing about is the one measured on your own book, which is where we start.

We don't sell software. We build the part your software doesn't do.

There is no product to configure and no licence to buy. Three stages, nothing built before we have both seen your week, and you can stop after any of them.

Step 1 Free · 15 minutes

We go through your week

What your desk repeats, where it stalls, and which parts of it currently depend on somebody remembering. Not a demo and not a pitch, because there is nothing yet to demo.

If nothing on your desk is worth automating, this is where we say so.

Step 2 Written plan

We scope what is worth removing

A short written plan against your own numbers: what would be built, in what order, and what each piece is actually worth. The pieces not worth building are marked as such.

Step 3 2 to 3 weeks

We build that, and nothing else

Scoped straight from the plan, connected to the tools you already run, handed over documented and running on your own systems.

Workflows we connect

Your systems already hold the data. What is missing is the handoff between them. Six paths we have joined before, shown step by step. They are not packages and there is nothing here to pick from: yours gets traced from your own week, and most builds end up being a piece of one of these plus something not listed.

54% Global

of firms have automation in place for search. Bullhorn reports it is lower again for middle office functions like payroll and billing, which is where the week repeats. Bullhorn 2026
  • 01 Contract and temp

    Extensions and renewals

    The end date sits in your ATS and something flags it. Between that flag and a signed extension, every handoff is currently a person remembering.

    Systems joined CRM or ATS · Inbox · Finance

    The path

    1. ATS end date
    2. Extension drafted from the record
    3. Chase on silence
    4. Escalation to a named approver
    5. PO balance checked
    6. You approve the send
  • 02 Contract and temp

    Timesheet to invoice

    One weekly chain across four systems, with five places it stalls, and a person carrying it between each of them.

    Systems joined Timesheet portal · Inbox · Accounting · Invoice finance

    The path

    1. Timesheet portal
    2. Chase what is unsubmitted
    3. Escalate a stalled approval
    4. Hours cross-checked against the rate
    5. Invoice assembled
    6. Filed to your finance system
  • 03 Any desk

    Compliance evidencing and expiry

    Dates that expire quietly in one system while the evidence for them lives in another. We track and evidence. Every determination stays with you.

    Systems joined CRM · Document store · Inbox

    The path

    1. Document expiry date
    2. Request drafted to the holder
    3. Chased, then escalated
    4. Outstanding list updated
    5. Evidence trail assembled
    6. You make the call
  • 04 Any desk

    Briefing packs and dossiers

    The client-facing document rebuilt by hand every time, out of three sources you already hold in three different places.

    Systems joined CRM · Call recording · Docs

    The path

    1. CV, call notes and client brief
    2. Structured into your format
    3. Every claim traced to its source
    4. Unsupported claims flagged
    5. Editable pack, never a send
    6. You review and sign off
  • 05 Search and perm

    Longlist research and mapping

    The unpaid week at the front of a mandate, spent moving names between a research source, a spreadsheet and the database you already own.

    Systems joined CRM · Research sources · Docs

    The path

    1. Mandate brief
    2. Names and titles assembled
    3. Deduplicated against your own database
    4. Enriched from sources you licence
    5. Mapping written back to the record
    6. You decide who is worth approaching
  • 06 Search and perm

    The dates nobody is watching

    Your warmest conversations already exist in the database with a date attached. Nothing currently connects that date to an action.

    Systems joined CRM · Calendar · Inbox

    The path

    1. Placement or rebate record
    2. Anniversary or guarantee window reached
    3. Context assembled from the history
    4. Re-engagement drafted
    5. You read it and send it

If your bottleneck is somewhere else entirely, that is a normal conversation and not a problem.

It sits between the tools you already run

No migration, no CRM replacement, no asking your desk to work differently.

Bullhorn · Vincere · Firefish your CRM or ATS Timesheets & approvals Templio · ETZ · client portals Finance & invoicing Sonovate · Xero Email & calendar Gmail · Outlook · WhatsApp Compliance documents RTW · insurance · SDS Your own templates the house format The layer we build everything between Outreach drafted, in your queue Chases and escalations, on time Invoices reconciled to the PO Expiries surfaced before they bite Briefing packs, assembled An exportable trail of it all

We build the connective layer between these. We don't replace them.

You keep the controls

Handing chasing and drafting to a machine is only sensible if you can stop it, see what it did, and stay the one making every judgement call.

Every automation is internal to your desk and human-in-the-loop. Nothing in any build is candidate-facing.
Guardrail What it means Status
Human approval before send Nothing reaches a client or a contractor until you have read it and pressed send. There is no autonomous outbound. Always on
Full action log Every trigger, draft, send, skip and escalation is written down with a timestamp you can export. Always on
Pause anytime One switch halts a single record, a sequence, or the whole build, mid-run, without losing state. Always on
Suppression and DNR lists Do-not-contact records are checked before anything is drafted, not after it has been written. Enforced
Every compliance decision stays with you The system tracks and evidences. It never makes a determination, and it never signs anything on your behalf. By design

Who this is for

Boutique agencies in the UK and the US, typically one to ten people, where the admin is done by the same people doing the selling.

Contract and temp

Where the payback is fastest

The same sequence runs every week, which means anything removed from it is removed fifty-two times a year. Most of our work sits here and it would be misleading to pretend otherwise.

  • Timesheet chasing and approval escalation
  • Extensions worked from the end date to a signature
  • Compliance dates tracked and evidenced
  • PO balances checked before you commit

Exec search and perm

Where the assembly work is

Less weekly repetition, heavier per-mandate build. The documents that justify your fee get rebuilt from scratch every time, out of sources you already hold.

  • Briefing packs and dossiers assembled, never sent
  • Longlist research and market mapping
  • Progress packs rebuilt before each client call
  • Placement anniversaries and guarantee windows

The assessment is the part your clients are paying for. It stays entirely with you.

Questions people actually ask

The ones that come up on nearly every intro call. Short answers, no hedging.

What exactly do you build?

Whatever your week turns out to need. Everything is scoped to one agency and built for it rather than picked off a shelf. The areas further up the page are where we have built before, not a list of what is on offer, and most builds end up being some combination of them and something not listed at all.

Is this a product we sign up for?

No. There is no signup, no free trial and no per-seat pricing. Each build is scoped to one agency and handed over documented. It is a service, and you work directly with the people building it.

Will AI be talking to our candidates?

No. Nothing in any build is candidate-facing. No screening, no ranking, no scoring, no auto-rejection, no messaging. Every automation is internal to your desk and every send is approved by you first.

Do we need to change CRM?

No. The build sits between the tools you already run. Your CRM stays exactly where it is; what gets added is the layer that follows through once it has flagged something.

How much does it cost and how long does it take?

A build runs £2,500 to £6,000 depending on complexity, delivered in two to three weeks. Nothing is quoted until we have been through your week properly, so you know what you are buying before you commit to it.

What do you need from us?

A conversation about how the week actually runs, access to the systems the build has to touch, and someone who can answer questions while it is being built. It is hours rather than days of your time.

We are a perm or search desk rather than contract. Does this still apply?

Yes, and we will be straight about the difference. Contract desks have more recurring weekly admin, so the payback arithmetic is usually fastest there. Search and perm desks carry heavy per-mandate assembly instead: pack production, longlist research, pipeline dates nobody is watching. Different work, same shape.

Who owns what you build?

You do. It runs on your systems and your accounts, it is handed over documented, and you are not renting access to it from us.

What if we are not sure it is worth it?

Start with the call. If there is nothing on your desk worth automating we will say so. It is a short conversation and it costs you nothing.

Start with a call

Fifteen minutes, no deck and no pitch. Tell us how your week actually runs and we will tell you whether there is anything here worth automating. If there is not, we will say so and that is the end of it.