AI Playbook collection ยท 35 automations

Staffing and recruiting firms: what to automate

You spend your mornings sorting resumes that all start to blur together while your afternoons go to chasing candidates who stopped answering. Clients call wanting a status update you have not had time to put together, and every new hire means another stack of forms and signatures to track down one by one. The work never stops, it just moves from req to req.

Every item below opens a plain-English page: the problem it solves, how it works, and what you need to run it.

Resume screening and sourcing

Manually reviewing hundreds of resumes per req wastes hours you need for client-facing work.

Screen job applicants automatically with AI-parsed resumes

Candidates apply through a form, AI reads each resume, and every applicant lands neatly organized in a spreadsheet.

AdvancedOpenAI, Google Sheets, Gmail

Screen incoming resumes automatically against your hiring criteria

Reads resumes emailed to you, compares them to your hiring criteria, and returns a structured evaluation for each candidate.

AdvancedGmail, Google Gemini, Pinecone

Automatically screen and rank resumes from Google Drive with AI

New resumes dropped in Google Drive are automatically scored, ranked, and sorted so you only review top candidates.

AdvancedGoogle Drive, Google Sheets, Google Docs, Gmail

Anonymize and reformat resumes automatically with AI

New resumes are read by AI, stripped of names, and turned into a standardized document ready to share.

AdvancedGoogle Drive, Google Sheets, Google Apps Script, Gemini

Automatically screen resumes and flag incomplete applications

Reads resumes emailed in, checks for required details, and alerts HR when something's missing.

AdvancedEmail

Score incoming resumes against your job description automatically

A CV arrives by email, gets scored against the open role, and your team is notified who to shortlist.

StandardGmail, easybits, Airtable, Slack

Find and score qualified GitHub developer candidates automatically

Automatically finds, scores, and organizes GitHub developers by skill and location into a ready-to-use candidate list.

AdvancedBrowserAct, Google Sheets, Google Gemini, Slack

Find candidates open to work on LinkedIn automatically

It searches LinkedIn for candidates marked open to work in your target role and compiles their profiles into a sheet.

StarterLinkedIn, Google Sheets

Interview scheduling and coordination

Coordinating interview times between candidates and clients causes delays and no-shows.

Automatically shortlist and schedule top job candidates

Filters high-scoring candidates, emails them to book an interview, and creates a screening task automatically.

StandardGoogle Sheets, Gmail, ClickUp, Calendly

Screen resumes and schedule interviews automatically with AI

Uses AI to screen incoming resumes, score candidates, and automatically schedule interviews with the top matches.

AdvancedGoogle Drive, Google Sheets, Google Calendar, Gemini

Turn messy hiring call transcripts into a clean brief and scorecard

AI reads a raw recruiter and hiring manager call and turns it into a polished hiring brief and interview scorecards.

StandardGoogle Docs, OpenAI

Log and confirm every Calendly booking, cancellation and reschedule

Every Calendly change updates your calendar, sheet and team instantly, with a confirmation email sent.

AdvancedCalendly, Google Calendar, Google Sheets, Gmail

Send automatic email and WhatsApp reminders to cut meeting no-shows

Reads new Calendly bookings and sends timed email and WhatsApp reminders so fewer people miss meetings.

AdvancedCalendly, Gmail, Google Gemini, WhatsApp

Send personalized interview prep guides to every candidate

Turns a list of shortlisted students and a job description into a personalized prep guide emailed to each one.

AdvancedGoogle Sheets, Gmail, Ollama, APITemplate.io

Get notified automatically whenever someone books a Calendly meeting

Whenever a client books, reschedules, or cancels through Calendly, the details are captured automatically.

StarterCalendly

Client updates and req tracking

Clients want submission and req status updates that you have to compile by hand.

Onboarding and compliance paperwork

Onboarding a new hire means chasing i-9s, background checks, and signatures one by one.

Automate offer letters and hiring notifications from candidate data

Tracks candidate documents, generates offer letters, and notifies hiring managers automatically.

AdvancedGoogle Sheets, Gmail, Google Drive, Slack

Generate HR offer letters and contracts automatically with AI

HR uploads a candidate's resume and details, and AI fills out a polished offer letter or contract in Google Docs.

AdvancedGoogle Docs, OpenAI

Automate offer letters and new hire Google Workspace setup

Generates and emails offer letters, then creates the new hire's Google Workspace account once they accept.

AdvancedGmail, Google Sheets, Google Workspace, Google Gemini

Move new candidates from application to onboarding automatically

Logs new job candidates into Notion, sends update emails, and sets up new hire accounts once they're brought on board.

AdvancedNotion, SendGrid, Google Workspace

Automate new employee onboarding across every department

Turns a new hire form into accounts, e-sign paperwork, equipment requests, and alerts to every team involved.

AdvancedMicrosoft Outlook, Google Drive, DocuSign, Slack

Automate new-hire onboarding tasks across Slack, Jira, and Gmail

The moment someone is marked as hired, this sets up their tasks, folder, welcome email, and Slack message automatically.

AdvancedSlack, Jira, Google Drive, Gmail

Automate candidate feedback, offers, and onboarding for new hires

Automatically collects interview feedback, sends offer letters, and kicks off onboarding for new hires.

AdvancedSlack, Gmail, DocuSign, Trello

Which of these should you build first?

Once the sourcing, screening, and paperwork stop eating your week, it is worth talking through which parts of your pipeline are ready to run on their own.

Let's Talk Strategy