Industries — Recruitment Agencies

Recruitment agency automation that keeps consultants billable.

Recruitment consultants should be placing candidates, not producing paperwork. We automate the document, reporting and CRM workflows that eat consultant time — so your team stays focused on relationships and revenue.

The challenge

Admin is eating your consultants' time.

Candidate packs are assembled manually

CV formatting, compliance documents, right-to-work checks, reference requests — every placement requires a pack assembled from scratch. Hours of admin per candidate.

Client reporting takes most of Monday

Placement summaries, time-to-fill metrics, pipeline updates — compiled from the CRM, formatted in PowerPoint, emailed individually. A half-day task that repeats every week.

CRM data is always incomplete

Consultants update the CRM when they remember, which is rarely. Pipeline data is stale, management reports are guesses, and follow-ups fall through the cracks.

Onboarding placed candidates is a separate admin job

Contracts, payroll setup, reference chasing, induction scheduling — each placement triggers a manual admin sequence that someone has to remember to run.

What we build

Systems built for recruitment operations.

Every engagement is specific to your agency. These are the systems we most commonly build for recruitment clients.

01

Automated candidate pack generation

Trigger a candidate pack from your CRM. Make.com pulls candidate data, formats documents and compiles the pack — contracts, compliance docs, reference requests — ready to send in minutes, not hours.

02

Automated client reporting

Weekly or monthly client reports generated from your CRM data automatically. Pipeline status, placements made, time-to-fill — compiled and emailed on schedule without a consultant touching it.

03

CRM pipeline automation

Monday.com configured for recruitment — candidate pipeline, client jobs, placement tracking. Automated follow-up reminders at each stage. Consultants prompted at the right moment, not left to remember.

04

Placement onboarding workflow

When a placement is confirmed, an automated sequence kicks off — contract sent, reference requests triggered, payroll notified, induction scheduled. Each step logged in the CRM automatically.

What changes

Outcomes within weeks, not quarters.

Minutes
Candidate pack generated from CRM data
Automated
Client reports delivered on schedule without consultant input
Zero
Placement admin steps missed or forgotten
More
Consultant time back on relationships and revenue
Tools we use
Monday.com Make.com PDF generation DocuSign Gmail / Outlook Xero

Running a recruitment agency?

Book a 20-minute discovery call. We'll identify where your consultants are losing the most time to admin.