From manual work to workflows that run themselves

A 90-second audit, a 20-minute call, then a workflow built against the systems you already use. Here is the whole sequence.

Start with the free efficiency audit

Our recruitment efficiency audit takes about 90 seconds. You answer a handful of questions about your team — company size, which tasks are still manual, how many staff are involved, and their salary band.

From that, we calculate your estimated annual cost of manual work and your potential saving with automation. You also get a ranked list of your top automation opportunities with an estimated monthly saving against each one.

Results appear on screen straight away and land in your inbox as a report. No sales call required — the numbers speak for themselves.

Three steps, in this order

Every engagement runs the same way. The sequence matters: we do not build anything until we have watched how the work is done today.

  1. Discovery

    A focused 20-minute call on your workflows, your tech stack and where the time actually goes. We map the pain points and pick the ones worth doing first.

    You leave with a shortlist, not a proposal

    Illustration: the pain points are mapped, and the ones worth doing first are picked out into a shortlist.Pain pointsShortlistnot a proposal
  2. Build and integrate

    We build the workflow against your existing systems — ATS, CRM, VMS, job boards — using browser automation where there is no API. No rip-and-replace, and no disruption while we build.

    Your systems stay exactly where they are

    Illustration: a document is read, checked against the record, then approved, held for the team with a reason, or, for a DBS certificate, passed to the compliance team to approve.01 · Read02 · Against the recordNameDate of birthExpiry dateApprovedthe ones that passHeldwith a reasonexpired dateDBSto the complianceteam to approve
    Document compliance checking · Live
  3. Launch and optimise

    We deploy, watch it run, and keep refining. We adjust it as the business changes.

    It keeps working after we hand it over

    Illustration: every hour the check opens each assignment; a candidate file that is 100 per cent complete is approved, and anything the VMS will not allow is left for the team.Every hourday and nightCandidate fileFile 100% complete: approvedNot allowed: left for the team
    Assignment approval · Live

The systems you already use

  • ATS
  • CRM
  • VMS
  • Job boards

The workflows already doing this work

Each one below is a real build, not a category. Four are live in production, one is built and tested, and the last is scoped and ready to build. Yours will be built for your processes, your systems and your team.

  • Live · Pretium Resourcing

    Document compliance checking

    Reads each compliance document, checks it against the record already held, and approves the ones that pass; the rest, and all DBS certificates, go to the compliance team.

    a person opening every documentbecomesabout 40 seconds each

  • Live · Pretium Resourcing

    MI reporting dashboards

    Builds each client’s monthly MI pack from VMS exports and checks its own exports and charts; we then check and send every one.

    nine clients’ reports, each on its own templatebecomesbuilt by our engine, checked and sent by us

  • Built and tested · Clear Engineering Recruitment

    Timesheets into the payroll sheet

    Reads approved timesheet PDFs, one at a time or a whole ZIP, logs each against the right contractor and pay run in the payroll sheet, and adds up the hours.

    hours typed into the payroll sheet as textbecomeseach timesheet on the right row, hours summed

  • Live · Pretium Resourcing

    Assignment approval

    Checks the VMS every hour and approves each assignment whose candidate file is 100 per cent complete.

    manual sign-off across several screensbecomesapproved within the hour

  • Live, phase two partly live · Pretium Resourcing

    Agency audit and chasing

    Samples the workers each agency supplied, drafts the agency’s audit request, sets up its upload folder and tracker, then drafts the reminders and spots what comes back.

    an audit assembled by handbecomesphase one signed off and in use

  • Scoped

    Job posting distribution

    Takes a listing written once in the ATS, formats it per job board and careers page, and propagates every later edit. Job boards only — we do not auto-post to LinkedIn.

    the same advert pasted into six tabsbecomeswritten once, kept in step everywhere

The full picture, client by client, is on the case studies page.

Ready to see what this looks like on your desk?

Book a free 20-minute discovery call. No obligation, no jargon — just practical answers about your specific workflows.

Book a discovery call