How it works

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This workflow is designed to automate the heavy lifting of finding new clients so your consultants can focus on closing deals rather than cold calling.

Here is the story of how this engine works for you:

The Trigger: We start by monitoring your Itris database for high-value "Alumni" candidates—these are candidates you placed 2+ years ago who are likely ready for their next move.

The Intelligence: Once identified, we use OpenAI to analyze their CV and predict which companies would be desperate to hire them right now (e.g., competitors of their current employer).

The Outreach: We then check SourceFlow to see if we have any existing relationships or data on those target companies.

The Action: The system triggers Vapi AI to perform an outbound "market mapping" call to the target company, verifying the hiring manager's details.

The Result: Finally, we save this hot lead back into Quake Core and Itris, alerting your team that a warm lead is ready to be pitched.

Built Using

Quake OpenAi SourceFlow Itris Vapi AI
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Itris trigger 
→ Placement_SelectByCriteria
Identify High-Value Alumni - Scans Itris for candidates placed >2 years ago who are likely ready to move.
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Itris action 
→ Applicant_SelectFirst
Fetch Candidate Details - Retrieves the full profile and CV of the identified candidate to analyze their skills.
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OpenAI action 
→ openai_generate_text
Generate Target Client List - Uses OpenAI to analyze the CV and suggest 5 companies that would hire this profile.
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SourceFlow action 
→ sourceflow_get_dynamic_pages
Check Existing Web Data - Checks SourceFlow to see if we have mapped these companies or have data on them.
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Vapi AI action 
→ CallController_create
Market Mapping Call - Triggers Vapi AI to call the company switchboard and verify the Hiring Manager's name.
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Itris action 
→ Company_CreateCompany
Create Prospective Client - Creates a new Company record in Itris for the verified lead.
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Quake action 
→ quake_create_client
Sync to Quake Core - Saves the new Client record into the master Quake database for reporting.
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Itris action 
→ Assignee_CreateByApplicantId
Notify Consultant - Creates a task in Itris for the consultant to pitch the candidate to the new client.