→ quake_create_jobDaily Audit Cycle - Wakes up the automation daily to check for any candidates added or updated in the last 24 hours.
Maintain a high-quality database and ensure your consultants are following the right processes, with the Data Integrity Auditor.
Think of this as a digital "Compliance Manager" that never sleeps. Instead of you or a Team Leader manually checking every new candidate to see if a phone number is missing, if a CV was actually uploaded, or if the consultant bothered to make a qualification call, the system does it automatically.
How this helps your sales team:
- Zero Manual Auditing: You no longer need to spend Sunday evenings checking CRM data quality.
- Competitive Edge: By ensuring every candidate has "Keywords" and "Work History," your team can find the right people faster than the competition.
- Consultant Accountability: The leaderboard creates a bit of healthy competition, showing who is keeping their "data house" in order and who is cutting corners.
- Direct Action: Every report includes a direct link back to the Itris record, so your consultants can fix the errors in seconds.
The Logic of the Workflow:
- The Scan: Every 24 hours, the system wakes up and looks for any candidates added or modified in Itris.
- The Extraction: We pull their full profile, including their CV, work history, salary expectations, and assigned keywords.
- The Audit (The Brain): We send this data to OpenAI (ChatGPT). It acts as the judge, checking if the record meets your "Compliance Standard" (e.g., "Does this have a phone number? Is there a note about a Qualification Call?").
- The Quake Core Sync: We save these findings into your Quake database to track compliance trends over time.
- The Personal Report: If a record is messy, the consultant gets an Outlook email with a list of what’s missing and a link to fix it.
- The Leadership View: Finally, your Team Leader receives a summary email with the Compliance Leaderboard, showing which consultants have the cleanest data.
→ quake_create_jobDaily Audit Cycle - Wakes up the automation daily to check for any candidates added or updated in the last 24 hours.
→ Applicant_SelectByLastModifiedFromScan Itris Applicants - Queries Itris to find all candidate records modified since the last audit cycle.
→ Applicant_SelectFirstPull Full Profile Data - Retrieves deep details: Work History, assigned Keywords, and profile notes for the audit.
→ Comment_SelectByCriteriaCheck for Qual Call - Scans the activity logs to see if a 'Qualification Call' has been registered for this candidate.
→ openai_extractAI Compliance Judge - OpenAI analyzes the record against your rules, identifying missing fields and calculating a compliance score.
→ quake_upsert_candidateSync to Quake Core - Saves the candidate status and their audit results into the master Quake database for reporting.
→ sendMailMeAlert Consultant - Sends a direct email to the consultant listing missing data and providing an Itris record link.
→ sendMailMeLeaderboard Summary - Sends the final summary report and consultant leaderboard to the Team Leader via email.