Automation catalogue

Every automation in our library.

Each one can be adapted to your rules, your CRM and the systems around it. Filter by type, record or platform, or search for the process you have in mind.

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Status & Scoring

Active Record Flagging

Tag candidates as Active based on explicit criteria so your team prioritises real pipeline and archives with confidence.

Candidates

Status & Scoring

Engagement-Driven Status & Stage Alignment

Keep candidate status in sync with real pipeline events (screens, interviews, offers, and placements) automatically.

Candidates

Data Quality & Hygiene

Category & Skills Inheritance

Inherit categories and skills from related jobs and assignments to keep search, automation, and analytics consistent.

Candidates

Data Quality & Hygiene

CV & Resume Parsing

Parse inbound CVs to populate core candidate fields, validate against existing data, and write back with a full audit trail.

Candidates

Data Quality & Hygiene

Email Field Hygiene

Keep business email primary, personal secondary, and role accounts out of your campaigns and automations.

Candidates

Data Quality & Hygiene

Automated Categorisation from Signals

Set document types, flags, and categories based on activities, notes, and documents, so analytics see the work being done.

Candidates

Compliance & Policy

Eligibility & Screening Rules

Reject or hold candidates who fail defined criteria, with reason codes and clear owner accountability.

Candidates

Data Quality & Hygiene

Document Handling & Coding

File incoming candidate documents to the right record with consistent type coding and visibility settings.

Candidates

Data Quality & Hygiene

Data Normalisation & Preparation (Candidates)

Standardise addresses, phone formats, and picklists so every connected system receives candidate data in the right shape.

Candidates

Data Quality & Hygiene

Duplicate Detection & Integrity Controls

Detect candidate duplicates and multiple active-assignment collisions, then route to controlled resolution with full audit.

Candidates

Alerts & Notifications

Stage-Triggered Prompts & Reminders

Nudge owners when required fields are missing at stage change, and send interview reminders to candidates and clients.

Candidates

Alerts & Notifications

Engagement Cadence & Stalled-Work Alerts

Flag candidates with no progression or outreach within a defined window, and surface recruiter-specific exception lists.

Candidates

Data Quality & Hygiene

LinkedIn URL & Region Hygiene

Correct LinkedIn field content and normalise region and city formats so downstream tools receive clean location data.

Candidates

Compliance & Policy

Consent & Subscription Write-backs (Candidates)

Write marketing unsubscribes and hard-bounces back to candidate suppression fields to keep outreach compliant.

Candidates

Candidate & Client Comms

Candidate Communications

Send templated, job-specific candidate briefs with tracked delivery and automated follow-ups captured on the record.

Candidates

Pipeline & Stage Management

Placement-Linked Cascade Actions

On offer or placement, cascade policy-driven updates to all related submissions, interviews, and programmes automatically.

Candidates, Placements & Onboarding

Compliance & Policy

Off-limits Management (Candidates)

Apply and lift candidate off-limits based on engagement outcomes, with effective-date control and a full audit trail.

Candidates

Compliance & Policy

Policy & Jurisdiction Signals (Candidates)

Surface pay-transparency and jurisdiction-based policy guidance to the owning team when a candidate's location triggers a rule.

Candidates

Reporting & Analytics

Collaboration & Activity Capture (Candidates)

Write meetings and calls from external collaboration tools into Bullhorn or Invenias so every interaction is reportable.

Candidates, Activities & Notes

Pipeline & Stage Management

Programme & Hotlist Automation (Candidates)

Auto-add and remove candidates from programmes and hotlists based on categories, engagement, and activity signals.

Candidates

Document & E-sign

Branded CV Generation

Pulls candidate data from Bullhorn and outputs a formatted, branded CV document, ready to send to clients without manual reformatting.

Candidates

Status & Scoring

Active Record Flagging (Contacts)

Tag contacts as Active based on BD engagement, contactability, and role in live opportunities, so teams prioritise and archive with confidence.

Contacts

Status & Scoring

Engagement-Driven Status & Relationship Scoring

Compute contact status from real BD activity and related record signals, not manual updates, to power segmentation and planning.

Contacts

Data Quality & Hygiene

Omni-directional Categories & Skills Codes

Maintain a common coding thread across Contacts, Companies, Jobs, and Placements so search, automation, and analytics stay consistent.

Contacts, Companies

Compliance & Policy

Off-limits Management (Contacts)

Apply and lift contact off-limits based on client relationships and placement outcomes, with effective-date control and audit.

Contacts

Pipeline & Stage Management

Programme & List Automation (BD & Key Roles)

Auto-add and remove contacts from BD programmes based on role, engagement, consent, and related record signals.

Contacts

Pipeline & Stage Management

Owner & Team Governance (Contacts)

Keep contact ownership aligned to territory and account rules, and auto-correct out-of-policy changes with a full audit trail.

Contacts

Data Quality & Hygiene

Company Link & Domain Intelligence

Validate and suggest the correct company link on contact create or update using email-domain logic.

Contacts, Companies

Data Quality & Hygiene

Email Field Hygiene (Contacts)

Keep business email primary, detect role accounts, and flag contacts out of campaigns where appropriate.

Contacts

Data Quality & Hygiene

Data Normalisation & Preparation (Contacts)

Standardise titles, seniority, phone formats, and addresses so every connected system receives contact data in the right shape.

Contacts

Data Quality & Hygiene

Company to Contact Attribute Inheritance

Inherit company attributes (address, phone, industry codes, region) to linked contacts when companies update or contacts arrive with missing firmographics.

Contacts, Companies

Data Quality & Hygiene

Deduplication, Merge & Archival (Contacts)

Detect duplicate contacts by email, domain, phone, and name, then route to controlled merge or archival.

Contacts

Status & Scoring

BD Segmentation & Audience Management

Maintain contactable BD segments using engagement recency, role, consent, and coding, with write-backs for easy targeting.

Contacts

Compliance & Policy

Signed Terms & Conditions Capture (Contacts)

Capture and file signed T&Cs from the contact record, with a consistent data model shared across Contact and Company.

Contacts, Companies

Alerts & Notifications

Commercial & Billing Signals

Notify Finance and Ops when the billing contact changes on an active account or assignment, with a before/after audit log.

Contacts

Alerts & Notifications

Quality Prompts & Exception Handling

Surface real-time prompts for missing critical fields at the moment they matter, with an owned exception queue and ageing.

Contacts

Status & Scoring

Active Record Flagging (Companies)

Tag companies as Active based on BD activity, live pipeline, and commercial signals, so your team prioritises and archives with confidence.

Companies

Status & Scoring

Engagement-Driven Status & Client Health

Compute a single, reportable company status from live signals across contacts, pipeline, assignments, and placements.

Companies

Pipeline & Stage Management

Owner, Territory & Team Governance (Companies)

Keep company ownership aligned to territory and account rules on every create and update, with auto-correction and a full audit trail.

Companies

Data Quality & Hygiene

Categories, Taxonomies & Omni-directional Inheritance

Maintain a common coding thread across Companies, Contacts, Jobs, and Placements so search, reporting, and automation stay consistent.

Companies

Pipeline & Stage Management

Hierarchy & Relationship Management

Model parent/child structures and strategic groups, roll up pipeline to the parent, and push flags and policies down to subsidiaries.

Companies

Compliance & Policy

Off-limits Management (Companies)

Apply and lift company-level off-limits to respect client agreements, time-boxed from defined milestones, with effective-date control and audit.

Companies

Pipeline & Stage Management

Programme & List Automation (BD Focus)

Auto-add and remove companies from BD programmes, key-account lists, and prospect cohorts based on segmentation and pipeline signals.

Companies

Data Quality & Hygiene

Domain Management & Linkage Integrity

Extract and validate company domains from contacts, repair mismatches, and maintain a primary domain for stronger matching and deduplication.

Companies

Data Quality & Hygiene

Data Normalisation & Preparation (Companies)

Standardise legal and trading names, addresses, phone formats, and industry codes so every connected system receives company data in the right shape.

Companies

Data Quality & Hygiene, Alerts & Notifications

Data Enrichment (External Sources)

Enriches records via external data services and alerts consultants when positions or key details change.

Candidates, Contacts, Companies

Data Quality & Hygiene

Deduplication, Merge & Consolidation (Companies)

Identify likely duplicate companies and automate safe merges, with parent/child awareness for regional and multi-entity structures.

Companies

Financial Controls

PO Management

Capture and manage purchase orders against the company record, with automated drawdown as placements accrue and headroom alerts before depletion.

Companies

Compliance & Policy

Signed Terms & Conditions Management (Companies)

Capture signed T&Cs against the company record and surface compliance status at every relevant point: intake, offer, and placement.

Companies

Alerts & Notifications

Pipeline Roll-ups & BD Cues

Roll up open pipeline to a single company view and trigger BD cues when signals point to an imbalance or stalled relationship.

Companies

Alerts & Notifications

Global Account & Event Notifications

Notify the right teams when key events occur at strategic or global accounts: leadership changes, domain shifts, or ownership updates.

Companies

Status & Scoring

Marketing & Audience Management (Companies)

Maintain ABM flags, consent roll-ups, and attribution fields at company level so marketing and BD always work from a clean, current picture.

Companies

Data Quality & Hygiene

Validated Bulk Import

Safely onboard company lists from Excel or CSV with schema mapping, normalisation, deduplication, and full rollback.

Companies

Pipeline & Stage Management

Consultant Off-boarding & Record Reassignment

When a consultant or AM leaves the business, automatically bulk-reassigns their owned candidates, companies, jobs and placements to a nominated successor.

Candidates, Contacts, Companies, Jobs & Assignments, Placements & Onboarding

Financial Controls

Intake & Financial Validation

Enforce minimum values, fee structures, and margin rules on every new lead or opportunity, with owner-accountable fix-lists surfaced immediately.

Leads & Opportunities

Pipeline & Stage Management

Controlled Stage Movement

Write back pipeline stage changes from real events with SLA timers and audit, so your pipeline reflects what's actually happening.

Leads & Opportunities

Pipeline & Stage Management

Owner & Territory Governance (Leads)

Apply routing rules to leads and opportunities on create and update, and auto-correct out-of-policy ownership with a full audit trail.

Leads & Opportunities

Data Quality & Hygiene

Lead Conversion Hygiene

On lead-to-opportunity conversion, enforce correct associations, deduplicate, and stamp reasons and outcomes for a clean handoff.

Leads & Opportunities

Status & Scoring

Active Record Flagging (Jobs)

Tag jobs as Active when they meet explicit criteria (open status, live submissions, recent activity) so teams focus on real work and close stale records.

Jobs & Assignments

Data Quality & Hygiene

Intake Audit, Normalisation & Taxonomy

Audit new and updated jobs for completeness, auto-normalise safe fields, and align categories to governed taxonomies, with exception queues for the rest.

Jobs & Assignments

Pipeline & Stage Management

Owner & Team Governance (Jobs)

Set and maintain job ownership from routing rules, alert on out-of-policy changes, and apply corrections with a full audit trail.

Jobs & Assignments

Compliance & Policy

Submission Completeness & Eligibility

After a candidate is attached to a job, check for stage-appropriate data and policy compliance, and surface exceptions to the owner before they become blockers.

Jobs & Assignments

Compliance & Policy

Duplicate Submission Detection

Detect when the same candidate is submitted to the same role more than once, and surface a clear resolution path to the owner.

Jobs & Assignments

Compliance & Policy

Cross-assignment Exclusivity

Monitor candidates active across multiple live assignments simultaneously, notify owners of overlaps, and apply policy actions with a full audit trail.

Jobs & Assignments

Alerts & Notifications

Interview Capture from Calendars

When a calendar meeting is flagged as an interview, create the corresponding Interview Action in Invenias automatically, for reporting and downstream automation.

Jobs & Assignments

Candidate & Client Comms

Interview Reminders

Send scheduled interview reminders to candidates and clients, with configurable timing and automatic post-event follow-up triggers.

Jobs & Assignments

Reporting & Analytics

Stage Write-backs & Analytics Readiness

Write back job stage from real pipeline events and keep progress notes and timestamp fields consistent, so dashboards reflect reality without manual clean-up.

Jobs & Assignments

Financial Controls

Offer Readiness & Pre-placement Validation

Confirm required fields and rate or fee structures meet policy before an offer proceeds, and prepare a clean handoff to Placement and external billing tools.

Jobs & Assignments

Compliance & Policy

Pre-submission Commercial Guardrails

Before a CV is sent or an interview is booked, verify signed terms, PO, and rate structures meet policy, and block or route exceptions with clear reason codes.

Jobs & Assignments

Financial Controls

PO & Commercial Compliance Signals

Surface PO requirements, remaining headroom, and commercial compliance signals inside the job view, before offer and placement.

Jobs & Assignments

System Integration

Job Publishing Sync

Publish and unpublish live jobs to your website or the Exenai Candidate Experience Platform based on field-completeness rules, with write-backs and publish history.

Jobs & Assignments

Pipeline & Stage Management

Automated Target-list Generation

Create target company and candidate lists from governed taxonomies and role filters automatically, so every search starts from a consistent, well-seeded base.

Jobs & Assignments

Document & E-sign

Document Generation & E-sign

Generate documents from any Bullhorn record, send for signature via DocuSign, and write outcomes back automatically.

Candidates, Contacts, Companies, Leads & Opportunities, Jobs & Assignments, Placements & Onboarding, Activities & Notes, Marketing & Demand Gen, Reporting & Analytics

Pipeline & Stage Management

Close-down & Audit

Run a controlled close-down on role completion or cancellation (covering taxonomy, team, placements, submissions, and archival), leaving analytics and compliance clean.

Jobs & Assignments

Pipeline & Stage Management

Programme & Board Automation (Jobs)

Add jobs to delivery programmes, account boards, and at-risk cohorts automatically based on stage, ageing, or missing prerequisites.

Jobs & Assignments

Alerts & Notifications

Stalled-work Alerts & Routing

Highlight jobs with no movement for a defined number of days, route to the right owner with context, and escalate if thresholds are breached.

Jobs & Assignments

Compliance & Policy

Placement Validation & Policy Checks

Validate every new placement for completeness, correct links, financial sanity, and policy prerequisites before it's handed to Pay & Bill.

Placements & Onboarding

Document & E-sign, Compliance & Policy

Onboarding Packs & Compliance Capture

Manages the full candidate onboarding workflow (documents, credentials, compliance statuses) directly within Bullhorn.

Candidates, Placements & Onboarding

Pipeline & Stage Management

Extensions, Variations & Rate Changes

Deliver controlled placement changes (extensions, rate changes, rebates, retained milestones) using a linked-placement model with governed validation and full traceability.

Placements & Onboarding

Financial Controls

Margin Calculator

An embedded calculator inside the Placement lets users confirm rates, fees, allowances, and gross margin before handoff. Changes are auditable and kept separate from validation logic.

Placements & Onboarding

Financial Controls

PO Confirmation at Placement

Surface PO status (present, valid, remaining value) from the Company PO app inside the placement view, and prompt owners to secure or refresh before start date.

Placements & Onboarding

Compliance & Policy

Off-limits & Programme Updates

On placement, apply or refresh off-limits for candidate and company, and add the placed candidate to the right programmes and hotlists automatically.

Placements & Onboarding

Candidate & Client Comms

Finishers, Leavers & Extension Management

Notify ahead of contractor end-dates, auto-generate extensions using the linked-placement model, and cascade communications to all parties.

Placements & Onboarding

Alerts & Notifications

Satisfaction Tracking & Scheduled Check-ins

Trigger CSAT and NPS surveys at placement milestones, file results against the record, and schedule 1, 3, 6, and 12-month check-ins with outcome write-backs.

Placements & Onboarding

Candidate & Client Comms

Placement Communications

Send templated placement confirmations and briefs to internal and client stakeholders, with tracked delivery and automatic note write-backs.

Placements & Onboarding

System Integration

Contractor Utilisation Write-backs

Ingest utilisation data from timesheet providers and write KPIs to the Placement record for margin and retention insight.

Placements & Onboarding

Financial Controls

Provider-ready Placements

Shape every placement so it's immediately consumable by your timesheet, pay & bill, and commissions platforms, with a readiness signal and exception handling built in.

Placements & Onboarding

System Integration

Finance, Timesheet & Pay & Bill Integrations

Move the right placement data out of Bullhorn or Invenias into your finance and pay & bill tools, and bring back what matters, under rules you control.

Placements & Onboarding

System Integration

Customer Portal & VMS Automation

Where no API exists, execute portal tasks with Digital Workers (uploads, downloads, PO updates, timesheet confirmations) with outcomes written back to the system of record.

Placements & Onboarding

Financial Controls

Billing Events

Create and manage milestone or cycle billing events tied to placements, with due-soon signals, readiness flags, and a full audit on every event.

Placements & Onboarding

Financial Controls

Statements & Remittances

Normalise bank and funder statements and remittance files where no API exists, post back key references, and raise exceptions on mismatches.

Placements & Onboarding

Reporting & Analytics

Look-forward & Month-end Close

Give leadership a trusted forward view of expected revenue and accelerate month-end close with readiness flags and automated exception checklists.

Placements & Onboarding

Financial Controls

Commissions Enablement

Shape, validate, and deliver placement data so your commissions platform calculates correctly, with pre-checks that surface fix-lists before handoff.

Placements & Onboarding

Compliance & Policy

Offboarding Checklist & Audit

Coordinate access removal, asset returns, and compliance closure at placement end, with stamped owners, dates, and outcomes throughout.

Placements & Onboarding

Reporting & Analytics

Notes as the KPI Backbone

Mirror all activity (including call and meeting transcripts from external tools) into Bullhorn Notes so analytics count every trackable interaction from one reliable source.

Activities & Notes

Reporting & Analytics

AI Summaries & Insights

Condense accumulated notes and transcripts into structured summaries per company, contact, candidate, or consultant, delivered as scheduled reports or pushed to your data warehouse.

Activities & Notes

Learning & Development

Learning & Development Application

An embedded app that tracks staff and contractor training, courses, certifications and completions directly within Bullhorn.

Candidates, Contacts, Companies, Leads & Opportunities, Jobs & Assignments, Placements & Onboarding, Activities & Notes, Marketing & Demand Gen, Reporting & Analytics

Reporting & Analytics

Campaign Telemetry Sink

Write back email sends, opens, clicks, form fills, and event attendance as Activities linked to the right records, with consistent timestamps for analytics.

Activities & Notes

Reporting & Analytics

Milestone Survey Records

Store CSAT and NPS responses as structured Activities on the record (with scores, comments, and dates) for trend reporting and account reviews.

Activities & Notes

System Integration

Two-way Sync (Records, Lists & Deals)

Sync contacts, companies, opportunities, and lists between Bullhorn or Invenias and HubSpot, with conflict handling, retries, and ATS/CRM as the source of truth.

Marketing & Demand Gen

Compliance & Policy

Consent & Subscription Control

Map GDPR and PECR consent, unsubscribes, and hard-bounces back to ATS/CRM suppression fields so outreach stays compliant everywhere.

Marketing & Demand Gen

Reporting & Analytics

Campaign Activity Write-back & Attribution

Record campaign sends, opens, clicks, form fills, and event attendance in Bullhorn or Invenias, and persist source and UTM data for pipeline attribution.

Marketing & Demand Gen

Status & Scoring

Lifecycle Scoring & Routing

Write MQL and SQL scores and lifecycle stages to ATS/CRM records, and auto-enrol contacts into BD programmes when score thresholds are met.

Marketing & Demand Gen

Reporting & Analytics

Unified Data Sync & Normalisation

Continuously sync and normalise data from Bullhorn or Invenias, and any connected systems, into a single, governed analytics store that every dashboard can trust.

Reporting & Analytics

Cross-system Joins & Blended Analytics

Blend ATS/CRM data with finance, marketing, timesheets, and call transcripts to produce end-to-end reporting, lead to placement to cash, in one place.

Reporting & Analytics

Metabase-first Dashboards

Role-based dashboards for leaders and managers built on governed data layers, delivered inside Bullhorn or Invenias, or as a standalone portal, with scheduled email updates.

Reporting & Analytics

Power BI & Looker Handoff

Push the same governed data views to Power BI or Looker so leaders use their preferred tool, without duplicating logic or creating a second source of truth.

Reporting & Analytics

Proactive Report Distribution

Automatically deliver exec-ready reports on a daily, weekly, or monthly schedule: board packs, QBRs, and team dashboards land in inboxes without anyone exporting a thing.

Reporting & Analytics

KPI Governance & Secure Access

Ship consistent, documented KPI definitions across teams, with role-based access, field-level masking, and PII controls built in from the start.

Reporting & Analytics

System Integration

Accounting System Invoice Visibility

Connects Bullhorn to your accounting system and surfaces live invoice data (including credit position and payment status) directly inside company and job records.

Companies, Jobs & Assignments

Reporting & Analytics

Commercial Contributions & Commissions App

An embedded app that surfaces live commercial contribution and commission data per consultant and team, directly inside Bullhorn.

Companies, Placements & Onboarding

System Integration

ERP & Accounting System Integration

Connects Bullhorn or Invenias to an ERP or accounting platform (such as Oracle NetSuite, Sage or QuickBooks) keeping financial and client data in sync across systems.

Companies, Placements & Onboarding, Contacts

Pipeline & Stage Management, Alerts & Notifications

Reference Contact Creation & BD Pipeline

Turns candidate references into Contact records automatically, alerts consultants to act, and surfaces pipeline status in an embedded overview app.

Candidates, Contacts

Pipeline & Stage Management, Alerts & Notifications

Lead Extraction from CVs

Parses candidate work history to extract company and contact leads, creates records in Bullhorn, alerts consultants to act, and tracks outreach in an embedded overview app.

Candidates, Contacts, Companies, Leads & Opportunities

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