Job and client intake is the process of capturing, organizing, and entering new job specifications and client inquiries into a recruitment agency's systems. Manual intake is slow, error-prone, and forces recruiters to re-enter the same information across multiple tools.
Automation extracts structured data from incoming emails and forms, validates completeness, and populates CRM and ATS records automatically. Recruiters spend minutes reviewing and approving instead of hours typing and hunting for missing details.
The full workflow, from trigger to completion.
A recruiter or client submits a structured intake form, or an email arrives matching a job brief pattern. The automation is triggered immediately.
The automation reads the form or email, extracts job title, location, salary, skills, client name, contact, and other key fields. It flags any missing or invalid data (e.g., salary outside expected range, location not recognized).
The automation creates a new client company record or updates an existing one with the extracted company name, industry, size, and primary contact details.
The automation creates a new job record, linking it to the client, and populating job title, location, salary, job type, required skills, start date, and hiring manager contact.
The automation appends a row to a Google Sheet with the job and client details for reporting, audit, and historical reference.
The automation sends a formatted message to a designated channel with the job title, client name, location, and a link job record, alerting the team that a new job is live.
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