AI for recruitment agencies: 62 Claude use cases

Business development

Whoever wins the clients. In a small agency, the owner.

5 use cases

Producing terms of business

Produces your terms of business for a new client from your own master document, with whichever concessions you have agreed applied.

SkillConnectorFile storageE-signature

By hand20 min

With Claude2 min

SkillConnectorFile storageE-signature

You give itYour master terms, and a note of what you have agreed with this client.

You get backThe terms ready to send, and a list of any clause that shifts risk onto you, such as pay when paid, ninety day payment terms or a broad rebate obligation.

You stillDecide every concession, and have your solicitor approve the master document. This drafts. It does not advise.

Answering a tender or supplier list application

Answers a selection questionnaire or framework method statement from the answers you have already written, in the words the question asks for.

ProjectSkillFile storage

By hand8 hrs

With Claude1 hr 30

ProjectSkillFile storage

You give itThe questionnaire, and your existing bid answers, policies and accounts.

You get backA draft answer to each question, a list of the questions where you do not yet hold the evidence, and your consultant biographies rewritten for the lot being bid.

You stillSign the declarations. Everything asserted has to be true, and you are the one saying it.

Every week

Building a market report for a prospect

Builds the report you take into a first meeting: who is hiring in their market, what the salaries look like, and how long roles like theirs are taking to fill.

Claude DesignConnectorFile storage

By hand4 hrs

With Claude30 min

Claude DesignConnectorFile storage

You give itThe market you want to cover, and your own placement history for it.

You get backA short report laid out in your brand, using your own fill rates and time to place alongside public hiring data.

You stillSupply the opinion. The document is assembly. The insight is yours.

Researching a prospect before you call

Pulls together what you need to know about a company before a business development call, so you are not opening with a generic question.

ChatClaude in ChromeBrowser

By hand25 min

With Claude4 min

ChatClaude in ChromeBrowser

You give itThe company name and the contact.

You get backWhat they have been hiring, how they have been hiring it, who has joined and left recently, and two or three specific things worth asking about.

You stillMake the call.

Following up business development conversations

Keeps a follow-up sequence running on prospects you have spoken to, drafting each message from what was actually said rather than from a template.

SkillScheduled taskEmail

By hand15 min

With Claude3 min

SkillScheduled taskEmail

You give itYour notes from the call or meeting.

You get backEach follow-up drafted and spaced over the next fortnight, referring to the specifics of the conversation.

You stillRead them before they go, and decide when to stop.

The permanent desk

Consultants working perm roles, from brief to placement.

13 use cases

Writing up a qualification call

Turns a recorded qualification call into the job record in your ATS, whether that is Bullhorn, Vincere, JobAdder, Firefish or Itris.

ConnectorSkillCall recordingFile storage

By hand15 min

With Claude2 min

ConnectorSkillCall recordingFile storage

You give itThe call recording, and the fields your job record uses.

You get backThe record filled in, including what the Conduct Regulations require you to obtain from the hirer, such as the hours, the duration and any health and safety risks. Anything not covered on the call is left blank.

You stillLook at what it left blank. That list is what you forgot to ask.

Checking a brief before you work it

Checks your notes on a new role against the questions that most often turn out to matter, and tells you which ones you have not answered.

Skill

By hand20 min

With Claude3 min

Skill

You give itYour intake notes.

You get backThe questions you did not ask. Has the hire been signed off, do you know who decides, are you exclusive, which requirements are genuinely essential, and what is the real salary ceiling.

You stillDecide whether to go back to the client or take the role as it is. Sometimes the right answer is to decline it.

Writing the advert

Writes the job advert from the brief, then the shorter version for LinkedIn and the version for your own website.

Skill

By hand35 min

With Claude5 min

Skill

You give itThe job record.

You get backThree versions of the advert, and a flag on any wording that narrows the applicant pool.

You stillDecide what the advert says about salary. That is a commercial decision, not a writing one.

Rewriting the client's job description

Rewrites the job description the client sent you so that it describes the role they are actually hiring for.

SkillFile storage

By hand30 min

With Claude6 min

SkillFile storage

You give itTheir document, and your notes from the qualification call.

You get backA rewritten version with essential requirements separated from desirable ones, and both versions side by side so you can show them the difference.

You stillTake it back to them. That conversation is where you stop being a supplier.

Every week

Formatting CVs into your template

Takes a CV in any format and rewrites it into your agency template, ready to send to a client.

SkillConnectorFile storage

By hand35 min

With Claude3 min

SkillConnectorFile storage

You give itThe CV and your template.

You get backA formatted CV, with contact details removed if the client wants it anonymous, and a note of anything on the original it could not read.

You stillRead it before it goes out.

Every week

Writing the candidate profile

Writes the profile that goes to the client with the CV, arguing the case for this candidate against the requirements that actually matter on this brief.

SkillConnectorFile storage

By hand40 min

With Claude7 min

SkillConnectorFile storage

You give itThe brief and your screening notes.

You get backA profile covering why this person fits, their current package, their notice period, what is motivating them and what else they are interviewing for.

You stillOwn the argument. Change the emphasis, and cut anything that overstates the case.

Building the shortlist pack

Assembles the formatted CVs and profiles into one document for the client, with a covering recommendation.

SkillConnectorFile storageEmail

By hand30 min

With Claude5 min

SkillConnectorFile storageEmail

You give itThe candidates you have chosen, and the order you want them in.

You get backThe pack, the covering email, and a suggested interview slate.

You stillDecide who is on the shortlist and in what order. That judgement is what the client is paying for.

Chasing clients for feedback

Drafts the chase to any client who has not come back on a shortlist or an interview inside the window you set.

Scheduled taskConnectorEmail

By hand12 min

With Claude2 min

Scheduled taskConnectorEmail

You give itYour list of open submissions.

You get backA drafted chase for each one, firmer the longer it has been waiting.

You stillSend them, and decide which ones need a phone call instead.

Confirming interviews

Writes the confirmation to the candidate and the separate one to the client, and rewrites both when the time moves.

SkillConnectorEmailCalendar

By hand15 min

With Claude2 min

SkillConnectorEmailCalendar

You give itThe interview details.

You get backBoth emails drafted with the calendar invitations attached. The candidate's version covers the address, the parking, who they are meeting and how long it will take.

You stillSend them.

Every week

Preparing a candidate for interview

Writes the preparation notes for a candidate: the company, who is interviewing them, the questions likely to come up and how to handle the salary question.

SkillFile storage

By hand40 min

With Claude6 min

SkillFile storage

You give itThe brief, the client record and the candidate's CV.

You get backThe notes, with example answers drawn from the candidate's own experience rather than generic ones.

You stillHave the preparation call. You are coaching a person, not sending them a document.

Recording interview feedback

Turns a recorded debrief with either side into feedback on the record, and drafts the written feedback to the candidate.

ConnectorCall recording

By hand12 min

With Claude2 min

ConnectorCall recording

You give itThe debrief call.

You get backThe feedback written onto the submission record, and a draft to the candidate including the rejections.

You stillMake the call first. The written version follows it, it does not replace it.

Producing the offer paperwork

Produces the offer confirmation, the candidate agreement and the placement record when an offer is accepted.

SkillConnectorFile storageE-signature

By hand30 min

With Claude4 min

SkillConnectorFile storageE-signature

You give itThe agreed terms and the start date.

You get backThe documents ready to send for signature, and the placement recorded with the fee, the start date and the rebate period.

You stillMake the offer by phone first, and only when you already know it will be accepted.

The weekly update on live roles

Writes the weekly update to each client: every live role, where each candidate is, and what is waiting on them.

Scheduled taskConnectorEmailFile storage

By hand25 min

With Claude4 min

Scheduled taskConnectorEmailFile storage

You give itNothing beyond the records you already keep.

You get backOne update per client, drafted, naming what is blocked on their side.

You stillSend it, and decide how directly to put the part about their own delays.

The temp and contract desk

Bookings, availability, timesheets, and a payroll deadline every week.

7 use cases

Confirming bookings and shifts

Confirms shifts to workers and to the client, and reissues the confirmation when anything changes.

SkillConnectorEmail

By hand10 min

With Claude2 min

SkillConnectorEmail

You give itThe booking.

You get backThe confirmations drafted, in the order they need to go out.

You stillDecide who gets the shift.

Covering a cancellation

Answers the three questions you need answered when a shift falls through: who is available now, are they compliant, and have they worked for this client before.

CoworkConnectorFile storage

By hand30 min

With Claude5 min

CoworkConnectorFile storage

You give itThe cancelled booking.

You get backA list of workers who could cover it in priority order, with any expired document flagged, and the offers drafted.

You stillDecide whether to cover it from the pool or tell the client.

Every week

Chasing timesheets

Drafts the Monday chase to workers who have not submitted and to approvers who have not approved, getting firmer the later it gets.

Scheduled taskConnectorEmail

By hand40 min

With Claude5 min

Scheduled taskConnectorEmail

You give itYour list of outstanding timesheets.

You get backDrafted emails ordered by how late each one is, and a flag on anything near a client deadline after which it cannot be billed.

You stillSend them, and make the one call that actually unblocks it.

Key Information Documents

Produces the Key Information Document a temporary worker has to be given in writing before terms are agreed, and tells you when one needs reissuing.

SkillConnectorFile storage

By hand15 min

With Claude2 min

SkillConnectorFile storage

You give itThe assignment and pay details.

You get backThe right version for a worker paid through payroll, an umbrella company or their own limited company, and a list of anyone whose document is out of date because their rate changed.

You stillIssue it. It has to be reissued within five working days of an agreed change, and you are the one who has to do that.

Tracking the twelve week clock

Tracks the Agency Workers Regulations qualifying period for every worker, which runs per worker, per hirer and per role.

Scheduled taskConnectorFile storage

By hand45 min

With Claude5 min

Scheduled taskConnectorFile storage

You give itYour assignment records.

You get backA list of who reaches week twelve next month, and a drafted request to the hirer for the comparator pay information you need.

You stillConfirm the pay parity position. This is a tracker, not a legal opinion.

Working the end of an assignment

Turns assignment end dates into three diarised conversations rather than a date that passes: the client at four weeks out, the worker at two, and the confirmation at one.

Scheduled taskConnectorEmailCalendar

By hand30 min

With Claude5 min

Scheduled taskConnectorEmailCalendar

You give itYour assignment end dates.

You get backThe conversations scheduled and the messages drafted for each stage.

You stillHave the conversations. Whether the worker takes your call was decided weeks earlier, by whether they were paid correctly and kept informed.

Reviewing rates and margin

Reports what you are charging against what you are paying, per worker, and flags where the margin has slipped.

Scheduled taskConnectorAccountingFile storage

By hand1 hr

With Claude8 min

Scheduled taskConnectorAccountingFile storage

You give itYour rate and pay data.

You get backThe margin per worker and per desk, the assignments where a volume or tenure discount has already applied, and every rate retested against the National Minimum Wage after each April increase.

You stillHave the rate conversation with the client, and the harder one with the worker.

The consultant's day

Briefing a consultant, and clearing what does not need them.

6 use cases

Every week

Your morning brief

Waiting for you at eight. Who you are speaking to today, what happened last time, what moved overnight and the three things that will not wait.

CoworkScheduled taskCalendarEmailFile storage

By hand30 min

With Claude2 min

CoworkScheduled taskCalendarEmailFile storage

You give itYour calendar, your inbox and your records.

You get backOne page: today's calls with the context for each, what came in overnight that matters, and what is now overdue.

You stillDecide what actually gets your morning.

Briefing you before every call

Fifteen minutes before a call, a short brief on whoever you are about to speak to.

CoworkScheduled taskCalendarEmailFile storage

By hand15 min

With Claude2 min

CoworkScheduled taskCalendarEmailFile storage

You give itYour calendar.

You get backWho they are, what you last discussed, what you promised them, what is live with them now and two things worth raising.

You stillHave the conversation.

Sorting your inbox before you open it

Sorts the overnight inbox into what needs you, what needs a reply you can approve, and what can wait.

CoworkConnectorEmail

By hand45 min

With Claude6 min

CoworkConnectorEmail

You give itYour inbox.

You get backThe urgent ones flagged with the reason, replies drafted for the routine ones, and the rest grouped so you can clear them in one pass.

You stillSend everything. Nothing leaves without you.

The end of day catch-up

At six, what moved today, what you said you would do and have not, and what tomorrow looks like.

CoworkScheduled taskCalendarEmailCall recording

By hand20 min

With Claude3 min

CoworkScheduled taskCalendarEmailCall recording

You give itYour day.

You get backA short summary, the promises you made on calls today, and anything that has now slipped past its window.

You stillDecide what carries over.

Planning the week on Monday

Builds the week around what actually needs to happen rather than around whatever shouts loudest.

CoworkScheduled taskCalendarFile storage

By hand30 min

With Claude5 min

CoworkScheduled taskCalendarFile storage

You give itYour live roles, your pipeline and your diary.

You get backWhich roles need work and why, which clients have gone quiet, which candidates are at risk of going cold, and where the gaps in your diary are.

You stillDecide the plan. This gives you the picture, not the priorities.

Asking your own business a question

Answers questions about your own data without you building a report first. What did we bill in engineering last quarter. Which clients have we not placed with this year.

CoworkProjectFile storageAccounting

By hand40 min

With Claude3 min

CoworkProjectFile storageAccounting

You give itAccess to your records and your ledger.

You get backThe answer, and how it was worked out.

You stillSense check anything you are about to repeat to a client or a board.

Sourcing and resourcing

Resourcers and delivery consultants. Searching, screening, arranging.

6 use cases

Every week

Sorting applications against the brief

Reads every application against what the brief actually asks for and puts them in order, with a line on each saying why it sits where it does.

SkillConnectorFile storage

By hand1 hr 30

With Claude12 min

SkillConnectorFile storage

You give itThe applications and the brief.

You get backAn ordered list, including the near misses it thinks are worth a look anyway. It does not reject anybody.

You stillMake every rejection yourself. Recruiters using automated screening report missing good candidates, which is why this ranks rather than filters.

Every week

Building the search

Writes the search string for the job boards, your own database and LinkedIn, and saves it against the job so nobody rebuilds it.

Chat

By hand20 min

With Claude3 min

Chat

You give itThe brief.

You get backThe search string, the variations for each platform, and the alternative job titles you had not thought of.

You stillRun it, and tell it what came back wrong.

Writing approach messages

Writes the approach to each person on a longlist, based on what is actually on their profile rather than on a template.

SkillConnectorEmail

By hand30 min

With Claude5 min

SkillConnectorEmail

You give itThe longlist and the role.

You get backA message for each person, and the follow-ups spaced over the next fortnight.

You stillRead them. A message that reads like a template gets treated like one.

Writing up a candidate call

Turns a recorded qualification or screening call into notes on the candidate record.

ConnectorCall recording

By hand5 min

With Claude1 min

ConnectorCall recording

You give itThe recording, and the list of fields you want filled.

You get backSalary expectation, notice period, reason for leaving and what else they are interviewing for. Anything it cannot tell from the call is left blank rather than guessed.

You stillCorrect what it misheard, and add what you picked up that was not said out loud.

Searching your own database properly

Works through an export of your own records against a new brief, so you look at the people you already know before you spend anything on advertising.

CoworkConnectorFile storage

By hand1 hr

With Claude8 min

CoworkConnectorFile storage

You give itAn export from your ATS and the brief.

You get backThe people you have already spoken to who fit, when you last spoke to them and what they said at the time.

You stillDecide who is worth the call.

Cleaning up the database

Finds the duplicate records, the statuses that have not changed in months and the submissions with no reliable date on them.

CoworkConnectorFile storage

By hand4 hrs

With Claude30 min

CoworkConnectorFile storage

You give itAn export from your ATS.

You get backA merge list, a list of stale records and a list of submissions where you could not prove when you introduced the candidate.

You stillApprove every merge. Nothing is written back to your system on its own.

Compliance

A named team at scale. The owner in the evening at ten people.

6 use cases

Tracking documents that expire

Watches every document with an expiry date and tells you before it lapses.

Scheduled taskConnectorFile storageCalendar

By hand45 min

With Claude5 min

Scheduled taskConnectorFile storageCalendar

You give itYour worker records.

You get backWhat expires in the next thirty days across right to work permissions, DBS certificates, CSCS cards, Driver CPC hours, licences and insurance, with the request to each worker drafted.

You stillDo the check yourself. A right to work check only protects you if a person looked at the document.

Umbrella company due diligence

Keeps the due diligence file on every umbrella company you use, and keeps it up to date.

ProjectConnectorFile storage

By hand3 hrs

With Claude25 min

ProjectConnectorFile storage

You give itYour list of umbrella companies and the documents you hold on each.

You get backA file per company covering the company and VAT checks, whether the bank details match the name, the worker payslips you have obtained directly, the reconciliation statements, the insurance, and a dated record of every check.

You stillDecide who stays on your list. Since April 2026, if the umbrella does not pay the tax, HMRC can come to the agency holding the client contract.

The quarterly HMRC report

Assembles the employment intermediaries report that is due on the fifth of August, November, February and May.

Scheduled taskConnectorFile storage

By hand2 hrs

With Claude20 min

Scheduled taskConnectorFile storage

You give itYour placement and payment data for the quarter.

You get backThe return assembled and reconciled, and a clear answer when what you actually need to file is a nil return.

You stillFile it. Always. A nil return is still a return, and the penalties escalate from £250 to as much as £600 a day.

Getting your records into one place

Indexes where each record you are required to keep actually lives, and tells you what is missing.

ProjectConnectorFile storage

By hand4 hrs

With Claude30 min

ProjectConnectorFile storage

You give itAccess to the places your records are kept.

You get backAn index, a list of gaps, and the ability to assemble the pack when it is asked for.

You stillProduce it. The Fair Work Agency, which replaced the Employment Agency Standards Inspectorate in April 2026, can require your records within two business days.

Tracking status determination statements

Tracks which of your limited company engagements have a status determination statement from the client and which do not.

ProjectConnectorFile storage

By hand30 min

With Claude4 min

ProjectConnectorFile storage

You give itYour engagement records.

You get backWhat is missing, which disagreement periods are running, and a drafted chase to the client.

You stillYou are not determining status. You are making sure the party who has to has done it, and that you can show they did.

Preparing for a compliance assessment

Works through each requirement of your REC compliance assessment against what you actually hold, ahead of renewal.

ProjectConnectorFile storage

By hand4 hrs

With Claude40 min

ProjectConnectorFile storage

You give itYour policies, contracts and records.

You get backA gap list, and the document each gap needs.

You stillSit the assessment. It has to be passed by your named compliance contact, and in a small agency that is you.

Pay and bill

Timesheets into worker pay and client invoices, every week.

3 use cases

Checking timesheets before payroll

Checks submitted timesheets against the booking and the agreed rate before they go into payroll.

CoworkConnectorFile storageAccounting

By hand25 min

With Claude4 min

CoworkConnectorFile storageAccounting

You give itThe timesheets and the assignment records.

You get backA list of the ones that do not match, and what does not match about them.

You stillResolve the queries and run the payroll.

Reconciling self-billing and invoices

Reconciles what a client has self-billed against what you expected, and rebuilds the invoice in whichever format that client insists on.

CoworkConnectorAccountingFile storage

By hand1 hr 30

With Claude15 min

CoworkConnectorAccountingFile storage

You give itThe self-bill file and your own records.

You get backThe differences, itemised, and the invoice in the client's format.

You stillTake the discrepancies up with the client.

Checking umbrella payslips against what you agreed

Compares the payslip a worker actually received from an umbrella company against the Key Information Document you issued.

CoworkConnectorFile storage

By hand1 hr

With Claude8 min

CoworkConnectorFile storage

You give itThe payslips and the documents you issued.

You get backAny difference between what was promised and what was paid, per worker.

You stillRaise it. This is the check that protects you now that the tax liability can land on the agency.

Finance

Cash, debtors, commission, and payroll agreeing with billing.

4 use cases

Every week

The weekly cash flow forecast

Builds the weekly cash forecast, which matters in this industry because you pay workers weekly and get paid in thirty to ninety days.

Scheduled taskConnectorAccounting

By hand1 hr 30

With Claude12 min

Scheduled taskConnectorAccounting

You give itAccess to your accounting system.

You get backThe forecast, the debtor days by client, and how much of your income sits with too few clients.

You stillDecide what to do about it. Whether to restrict supply, fund it yourself or turn work down is the hardest call you make.

Chasing overdue invoices

Drafts the chase on every overdue invoice, escalating with age.

Scheduled taskConnectorAccountingEmail

By hand30 min

With Claude4 min

Scheduled taskConnectorAccountingEmail

You give itYour aged debtor report.

You get backA drafted chase for each, and a flag where a client paying late has affected their own right to a rebate.

You stillDecide when a relationship becomes a collection.

Commission statements

Calculates commission per consultant against your scheme, including thresholds, tiers, splits, overrides and clawbacks, and shows the workings.

CoworkConnectorAccountingFile storage

By hand6 hrs

With Claude45 min

CoworkConnectorAccountingFile storage

You give itYour placement data, your payment data and your commission scheme.

You get backA statement per consultant with the arithmetic visible, and a list of the cases that need a human decision.

You stillApprove it before anybody sees a number.

Reconciling payroll to billing

Checks that what you paid out and what you invoiced actually agree, per assignment, before the month closes.

CoworkConnectorAccounting

By hand2 hrs

With Claude15 min

CoworkConnectorAccounting

You give itYour payroll run and your sales ledger.

You get backEvery assignment where the two do not match, and by how much.

You stillCorrect the ones that are wrong.

Leadership and reporting

Dashboards, board packs, desk economics and strategy reviews.

8 use cases

Every week

A live dashboard instead of a monthly report

Builds the dashboard your ATS cannot produce, and keeps it current. Net fee income per head, per desk and per sector, pipeline value, conversion at each stage, time to fill and time to first bill.

ArtifactsScheduled taskConnectorFile storageAccounting

By hand4 hrs

With Claude25 min

ArtifactsScheduled taskConnectorFile storageAccounting

You give itAn ATS export and access to your ledger.

You get backA page you open rather than a report somebody assembles, refreshed on a schedule you set.

You stillDecide which numbers belong on it. A dashboard with sixty metrics gets ignored.

The monthly board pack

Drafts the board pack from your accounting system and your ATS export, with the commentary on what moved and why.

Claude DesignConnectorAccountingFile storage

By hand8 hrs

With Claude1 hr

Claude DesignConnectorAccountingFile storage

You give itAccess to the ledger and an ATS export.

You get backThe pack drafted across profitability, clients, team and operations, with the variances explained and a suggestion of which numbers are worth the board's time.

You stillWrite the decisions section. That is what the meeting is for and it is not a data exercise.

The Monday pipeline report

Reports what moved last week, what did not, and which deals have had no real contact in a fortnight.

Scheduled taskConnectorFile storageEmail

By hand45 min

With Claude6 min

Scheduled taskConnectorFile storageEmail

You give itAn ATS export and your sent mail.

You get backThe report, with slippage measured against the last actual contact rather than against a status field somebody forgot to update.

You stillWork out which deals are real. Nothing can do that from a spreadsheet.

Desk reviews and one to ones

Prepares each one to one with the numbers already pulled and last month's actions carried forward, then writes up what was agreed.

ConnectorSkillCall recordingFile storage

By hand40 min

With Claude6 min

ConnectorSkillCall recordingFile storage

You give itYour activity data and the recording of the meeting.

You get backThe pack before, the notes and actions after, and a trail that holds together if a formal process ever starts.

You stillHave the conversation. The performance discussion with somebody who is struggling is entirely yours.

Finding the pattern in what you lose

Works through the roles you did not fill and the placements that fell over, and looks for what they have in common.

CoworkConnectorFile storage

By hand3 hrs

With Claude20 min

CoworkConnectorFile storage

You give itYour job and placement records for the period.

You get backWhere the losses cluster: by client, by sector, by fee level, by how the brief was taken, by which stage they died at.

You stillDecide what to change. And decide which clients to stop working with.

Every week

Working out which desks actually make money

Puts the real cost of a desk against what it bills, including the job board spend and the time that went into roles that never placed.

CoworkConnectorAccountingFile storage

By hand3 hrs

With Claude20 min

CoworkConnectorAccountingFile storage

You give itYour ledger and your activity data.

You get backContribution per desk and per consultant, and where your staff cost to net fee income ratio actually sits against the 35 to 45 per cent the industry works to.

You stillDecide whether a desk is viable. That is a decision about people, not a calculation.

Watching client concentration and risk

Reports how much of your income depends on too few clients, and what would happen if the largest one left.

Scheduled taskConnectorAccounting

By hand1 hr 30

With Claude10 min

Scheduled taskConnectorAccounting

You give itYour sales ledger.

You get backConcentration by client and by sector, the trend over the last year, and the exposure if your top account halved.

You stillAct on it. This is a diligence question as much as a trading one.

Preparing the quarterly strategy review

Pulls the quarter together into something you can actually argue about: what you said you would do, what happened, and what the numbers say about where to go next.

Claude DesignProjectConnectorAccountingFile storage

By hand5 hrs

With Claude40 min

Claude DesignProjectConnectorAccountingFile storage

You give itLast quarter's plan, your results and your market.

You get backProgress against each objective, the three things that did not happen and why, and where the market has moved underneath you.

You stillSet the strategy. This prepares the conversation, it does not have it.

Marketing

Adverts, content, brand, and the material behind bids.

4 use cases

Posting adverts to every board

Takes one advert and prepares the versions each job board and channel needs.

SkillConnectorFile storage

By hand40 min

With Claude5 min

SkillConnectorFile storage

You give itThe advert.

You get backEach version, formatted for where it is going.

You stillPost them, or keep using your posting tool if you already have one.

Every week

Turning placements into case studies

Turns a completed placement into the case study you need for bids, your website and your own marketing.

SkillConnectorFile storage

By hand1 hr

With Claude10 min

SkillConnectorFile storage

You give itThe placement record and permission to use it.

You get backA drafted case study, anonymised if it has to be.

You stillGet the client's agreement before it goes anywhere.

Market updates for your clients

Writes the market update you send to clients and candidates, using your own data rather than repeating a job board's press release.

SkillConnectorFile storage

By hand1 hr 30

With Claude12 min

SkillConnectorFile storage

You give itYour own placement and salary data.

You get backA drafted update with your figures in it.

You stillDecide what you are willing to publish about your own numbers.

Keeping the bid library current

Keeps your bid answers, policies and accreditations current, and tells you what has gone out of date.

ProjectConnectorFile storage

By hand3 hrs

With Claude25 min

ProjectConnectorFile storage

You give itYour existing bid material.

You get backA list of what needs updating, including references that are now wrong. Crown Commercial Service became the Government Commercial Agency in April 2026, so older bids point at the wrong body and the wrong portal.

You stillApprove the updates.

The use case for AI in recruitment.

Where the time goes

Writing the same kinds of document again and again

Typing what you already know into a system

Chasing people

Assembling numbers into a document somebody reads once

What a recruiter does brilliantly, and what sits around it

62 things you could hand over, by function.

Business development

Producing terms of business

Answering a tender or supplier list application

Building a market report for a prospect

Researching a prospect before you call

Following up business development conversations

The permanent desk

Writing up a qualification call

Checking a brief before you work it

Writing the advert

Rewriting the client's job description

Formatting CVs into your template

Writing the candidate profile

Building the shortlist pack

Chasing clients for feedback

Confirming interviews

Preparing a candidate for interview

Recording interview feedback

Producing the offer paperwork

The weekly update on live roles

The temp and contract desk

Confirming bookings and shifts

Covering a cancellation

Chasing timesheets

Key Information Documents

Tracking the twelve week clock

Working the end of an assignment

Reviewing rates and margin

The consultant's day

Your morning brief

Briefing you before every call

Sorting your inbox before you open it

The end of day catch-up

Planning the week on Monday

Asking your own business a question

Sourcing and resourcing

Sorting applications against the brief

Building the search

Writing approach messages

Writing up a candidate call

Searching your own database properly

Cleaning up the database

Compliance

Tracking documents that expire

Umbrella company due diligence

The quarterly HMRC report

Getting your records into one place

Tracking status determination statements

Preparing for a compliance assessment

Pay and bill

Checking timesheets before payroll

Reconciling self-billing and invoices

Checking umbrella payslips against what you agreed

Finance

The weekly cash flow forecast

Chasing overdue invoices

Commission statements

Reconciling payroll to billing

Leadership and reporting

A live dashboard instead of a monthly report

The monthly board pack

The Monday pipeline report

Desk reviews and one to ones

Finding the pattern in what you lose

Working out which desks actually make money

Watching client concentration and risk

Preparing the quarterly strategy review

Marketing

Posting adverts to every board

Turning placements into case studies

Market updates for your clients

Keeping the bid library current