Job Order Intake & Rapid Candidate Submittal System
A done-for-you staffing and recruiting automation built for the Account Executive, connecting Jotform and Slack so the work below happens on its own.
What this automation does, step by step
When a new job order is received from a client (via email, phone, or the client portal) this automation creates the order record in the ATS, formats the intake information into a structured job brief, sends it to the recruiting team with a notification and a deadline for first submittals, and fires a confirmation back to the client that the search has officially begun with an expected first-submittal timeline.
When the first candidates are submitted, the client receives an automatic notification with a portal link to review profiles and provide feedback, eliminating the delay between "we have the job order" and "the recruiter knows about it and is working it."
- ATS (e.g., Bullhorn or Crelate)
- Zapier or Make.com
- Jotform (job order intake form for standardized capture)
- Email (client confirmation and submittal notification)
- Slack (recruiting team job order alert)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Manually, an account executive is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Interview scheduling without email ping-pong
- New hire paperwork and account setup before day one
- Certification and license expiration alerts
- Timesheet and time-off workflows that route themselves
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