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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.

AI processes notes and transcripts across a configured window (e.g. last 7, 30, or 90 days) to extract themes, outcomes, and next steps. Delivered as scheduled email reports or as structured outputs to Metabase, Power BI, or Looker. No changes are made to Bullhorn or Invenias records.

Works on
Activities & Notes
Platform
Bullhorn and Invenias
Complexity
Complex
Firm type
All firms
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.