How it works

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Maintaining a high-quality client database is the difference between a recruitment agency that guesses and one that scales. This Client Data Integrity & Enrichment workflow ensures your client contact list is never out-of-date or incomplete.

Why this matters for your bottom line:

- Automatic Data Cleanup: No more missing email addresses or mobile numbers. If a consultant adds a contact with half the information, the system automatically finds the missing pieces using Apollo, saving hours of manual research.

- Sales Readiness: When you go to market with a candidate, you need to know exactly who you are calling. This workflow ensures every "Contact" in your CRM is "pitch-ready" with verified details.

- Performance Monitoring: The daily report gives you and your managers a clear view of who is adding quality data and who needs a nudge. It turns "data entry" from a chore into a transparent performance metric.

- One Source of Truth: By syncing everything into Quake Core, you are building a valuable long-term asset for the business, ensuring that even if a consultant leaves, the business retains perfect records.

The Workflow Logic:

- The Trigger: Every day, the system scans Itris for any new client contacts added in the last 24 hours.

- The Audit: OpenAI acts as your data gatekeeper, checking each record for missing fields like LinkedIn URLs, direct dials, or job titles.

- The Enrichment: If data is missing, the agent reaches out to Apollo to hunt down the missing information and pulls it back into your system.

- The Update: Your Itris database is automatically updated with this new information—no manual typing required.

- The Quake Sync: Every update is logged in Quake Core to track your database growth and integrity scores.

- The Leadership Report: You and your Team Leaders receive a summary email via Outlook, highlighting the new contacts added and any remaining gaps that need a human touch.

Built Using

Quake OpenAi Outlook Apollo Itris
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Scheduler trigger 
→ quake_create_job
Daily Audit Trigger - Wakes up the workflow on a defined cycle (e.g., every morning) to scan for new client contacts.
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Itris action 
→ CompanyContact_SelectByLastModifiedFrom
Fetch New Contacts - Queries Itris for all contacts added or updated since the last run to check their status.
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OpenAI action 
→ openai_generate_json
Analyze Data Gaps - OpenAI reviews the contact fields and identifies exactly what information (like mobile or title) is missing.
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Apollo action 
→ searchPeople
Apollo Enrichment - Queries Apollo to find the missing contact information for any records identified as incomplete.
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Itris action 
→ CompanyContact_PatchByContactId
Auto-Update Itris - Writes the newly discovered contact details back into Itris, ensuring the CRM is always accurate.
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Quake action 
→ quake_create_contact
Quake Core Sync - Saves the contact audit results into Quake for long-term reporting and leaderboard tracking.
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Outlook action 
→ sendMailMe
Consultant Alert - Sends a report to the specific user who added the contact, listing what was fixed and what is still needed.
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Outlook action 
→ sendMailMe
Leadership Report - Sends a global summary report to the Business Owner and Team Managers.