Your Client Pipeline Reporting Agent Sends the Friday Report for You
The Client Pipeline Reporting Agent builds the report your account manager used to assemble by hand every week. The AgentWorks Client Pipeline Reporting Agent pulls live data from your ATS, writes a client-ready pipeline report for each client company, sends it on Friday morning and answers the "where are we on this req?" emails that arrive in between. Your account manager stays on calls with hiring managers instead of copying rows into a spreadsheet.
What it takes off your plate
Here is how the report gets made today. On Thursday afternoon someone exports candidates from the ATS, opens last week's spreadsheet, checks their inbox for interview confirmations that never made it into the system, and asks two recruiters on the desk where their submittals stand. They paste it all into a template, save a PDF and email it to the client. By the time the hiring manager opens it, half of it has changed.
In the meantime the client wants to know today, not Friday. So the account manager answers status emails one by one, each time digging through the same systems. Every hour spent that way is an hour not spent on the call that wins the next req or on the candidate who needs coaching before a final round.
What the Client Pipeline Reporting Agent does, step by step
It starts with the communication, because that is what clients notice.
- Answers status requests. When a hiring manager emails asking where their req stands, the Client Pipeline Reporting Agent replies with the current pipeline for that req: who is submitted, who is interviewing, who is waiting on feedback and what happens next.
- Chases the missing updates. Before the report goes out, it checks each req for candidates whose stage has not moved and asks the recruiter who owns them for an update, so the report reflects the desk, not last week's data.
- Sends the Friday report. Every Friday morning each client company gets its own pipeline report by email, addressed to the hiring manager, with a link to a live dashboard they can open any time.
- Follows up on open items. Where the report shows candidates waiting on the client, such as feedback owed or an interview to confirm, it adds a short note asking the hiring manager for that decision.
Then the data work:
- Pulls from the ATS. It reads candidates, stages, submittals and interview dates straight from Bullhorn or the ATS you run, and picks up confirmations from Gmail and Google Calendar.
- Builds the report. For each req it lists candidates at every stage, activity for the week, such as submittals made, interviews held and offers extended, and the expected next step for each candidate.
- Updates the dashboard. The live view refreshes as your team works, so a client who opens it on a Tuesday sees Tuesday's pipeline.
Where the work is recorded
A reporting agent that leaves no trail is just a mail merge. Every report sent, every status reply and every follow-up lands on the client company's record in your CRM, with the date and what was said. Every nudge to a recruiter is logged against the req in the ATS.
The next morning your account manager opens the client record and sees the report that went out, the questions the hiring manager asked, the answers they got, and which decisions are still owed. If the client calls, anyone who picks up can see exactly where the conversation stands and continue it.
What your people do instead
Your account managers get their Thursdays back and spend them where client satisfaction is actually earned. They call the hiring manager to talk through the shortlist instead of reading it to them. They visit client companies to take the brief for the next req in person. They prep candidates for final rounds and handle the offer conversations that decide whether a placement closes.
The Client Pipeline Reporting Agent keeps the numbers and the updates moving around them, so the relationship stays with the people.
Reporting works best when the pipeline it reports on moves. For the step that usually slows it, see how agents schedule candidate interviews for client companies and how they schedule candidates faster for placements.
One next step
If you are not sure whether reporting, scheduling or sourcing should be handed off first, take the free recruiting Industry Assessment. It shows which workflow an agent should take first on your desk. To see the full set of agents built for staffing firms, visit the AgentWorks recruiting page.
See where the Client Pipeline Reporting Agent would start in your recruiting business.
I'm Paige, the Recruiting ambassador here. The free Industry Assessment reads your website and asks how calls, follow-ups and records happen today, then shows the first workflow worth handing to an agent like this one — and what your team gets back. Leave your email and I'll send the link.
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