How it works

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.

Built Using

x
Scheduler trigger
→ quake_create_job
Daily Audit Cycle - Wakes up the automation daily to check for any candidates added or updated in the last 24 hours.
x
Itris action
→ Applicant_SelectByLastModifiedFrom
Scan Itris Applicants - Queries Itris to find all candidate records modified since the last audit cycle.
x
Itris action
→ Applicant_SelectFirst
Pull Full Profile Data - Retrieves deep details: Work History, assigned Keywords, and profile notes for the audit.
x
Itris action
→ Comment_SelectByCriteria
Check for Qual Call - Scans the activity logs to see if a 'Qualification Call' has been registered for this candidate.
x
OpenAI action
→ openai_extract
AI Compliance Judge - OpenAI analyzes the record against your rules, identifying missing fields and calculating a compliance score.
x
Quake action
→ quake_upsert_candidate
Sync to Quake Core - Saves the candidate status and their audit results into the master Quake database for reporting.
x
Outlook action
→ sendMailMe
Alert Consultant - Sends a direct email to the consultant listing missing data and providing an Itris record link.
x
Outlook action
→ sendMailMe
Leaderboard Summary - Sends the final summary report and consultant leaderboard to the Team Leader via email.