Where work arrives
For example: an application form, inbox, or referral channel.
Workflow guideFOR RECRUITING + STAFFING AGENCIES
Scope the work,
keep the judgment.
Before you automate anything, make one repeatable administrative workflow easy to explain. This short guide helps you map the steps, systems, and moments where a person should stay in control.
Start the scoping conversationRUNGBIRD / GUIDE 01 Scope first
A useful scope names
Ordered steps Systems + handoffs Human decisions
No passwords, API keys, or access tokens are needed for this conversation.
ONE BOUNDED WORKFLOWPEOPLE-FIRST ADMIN
01 / START SMALL
Choose one rhythm your team repeats.
Pick a workflow with a recognizable beginning and end: candidate intake to a recruiter review, an approved record update, or interview coordination. The goal is not to map every process in the agency. It is to make one useful handoff specific enough to discuss.
02 / ORDER THE WORK
Write the workflow in the order it happens.
Use plain language. A teammate should be able to read the list and know what happens first, what happens next, and what counts as done.
- 01
Start with the trigger
Name what starts the work: a new candidate, a client request, an inbound form, or another repeatable event.
- 02
Describe the preparation
Write down the fields to collect, the summary to prepare, and the exact handoff the next person needs.
- 03
Mark the human decision
Call out where a recruiter must review, approve, reject, or choose what happens next before the process continues.
- 04
Name the next handoff
End with the destination, owner, and completion signal so the workflow has a clear boundary.
03 / NAME THE SYSTEMS
Make the boundaries visible.
List the systems involved and what each one is responsible for. You are describing a scope, not granting access or assuming that any connection is already live.
Where the record lives
For example: your ATS or CRM, with the fields that matter.
Where people coordinate
For example: a calendar or team handoff used after approval.
Important boundary: live access depends on confirming appropriate account access, supported systems, and actual integration limits first. Until those checks happen, the workflow is illustrative and not connected.
04 / KEEP PEOPLE IN CONTROL
Mark every decision that needs a human.
The best scope makes review explicit. Add a person, role, or approval status wherever judgment changes what happens next.
Review the summary
A recruiter checks the prepared résumé summary and decides whether it is useful.
Approve the record update
A recruiter confirms the agreed candidate update before it is prepared for the ATS or CRM.
Choose the next step
A person confirms whether to schedule, ask a follow-up, or stop the workflow.
A SIMPLE SAFETY RULE
Share the process, not the credentials.
Do not submit passwords, API keys, access tokens, or other secrets while preparing a scope. Rungbird can start with the workflow description, systems involved, and human review points. Appropriate access is discussed only after supported systems and integration limits are confirmed.
READY TO MAKE IT SPECIFIC?
Talk through a workflow Bring one repeating handoff.
The existing Rungbird scoping journey starts with the process. It does not collect credentials, and it does not make a live connection by itself.