Structured meeting notes
Turn authorised notes or transcripts into a draft using your CRM fields. Show the source, highlight missing details and ask the consultant to approve the record before it is saved.
Recruitment companies
Reduce repetitive recruitment administration with custom AI assistants, knowledge systems and connected CRM workflows, with people accountable for decisions.
Recruitment teams need time for judgement and relationships. Re-entering meeting notes, hunting for approved terms and moving information between systems can consume that time. We build focused internal systems around these operational tasks, starting with how your consultants already work.
Turn authorised notes or transcripts into a draft using your CRM fields. Show the source, highlight missing details and ask the consultant to approve the record before it is saved.
Help staff find current process guidance, approved terms and internal playbooks. Answers should cite the source and respect team access, rather than exposing every document to every user.
Connect incoming business enquiries, ownership rules and task creation. Detect duplicates and make incomplete records visible so the team can resolve them.
Illustrative workflow designs. Final scope depends on your systems, permissions and requirements.
Take one repeatable consultant task, such as preparing a reviewed CRM note. Collect representative examples with appropriate access and define which facts must be preserved. Test ambiguous names, missing details and an unavailable CRM. Compare time saved with the effort consultants spend checking and correcting the draft.
The starting point is operational assistance. Candidate ranking, rejection and other consequential employment decisions need separate assessment and accountable human oversight; they are not silently added to an admin assistant. Personal information should be limited to what the approved task requires.
Measure corrected records, review time, duplicate creation, successful handoffs and consultant adoption. A faster first draft does not prove a better hiring outcome. Agree which operational result the pilot can actually demonstrate.
Your website should distinguish the service you offer employers from the experience you offer candidates. Clear landing pages, useful search content and connected forms help the right enquiry reach the right team. We retain those website, SEO and CRM capabilities alongside custom AI.
Good questions
Usually the first step is to improve a specific workflow around your existing system. Replacement is a separate commercial decision.
That is not the default scope. We focus on internal assistance and administration, with explicit boundaries and human review.
Source links and clear missing-information states are part of a well-scoped knowledge assistant. We test these against your own approved materials.
CRM & automation
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6 September 2026 · 3 min read
Read articleYour next move
Start with where you are. Decide what will make the biggest difference.