How it works

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"The Timekeeper"
This workflow is your automated "Credit Control" for time. One of the biggest drags on agency cash flow is late or missing timesheets. Consultants hate chasing them, and Finance can't bill without them.

This agent automates that entire chasing process.

The Logic:

The Monday Morning Audit: Every Monday morning, the agent wakes up and scans Bullhorn for all contractors who are currently "Active" or "Running".

The Cross-Check: It then searches your records (via Bullhorn's internal data) to see if a timesheet has been logged for the previous week.

The Nudge (The Chaser): If no timesheet is found, the agent automatically sends a polite, personalized email to the candidate: "Hi [Name], we're missing your hours for last week. Please submit by 5 PM to ensure payment."

The Escalate (The Fixer): If a timesheet is found but marked as "Rejected" or "Disputed" (e.g., the client refused to sign it), the agent doesn't try to fix it. Instead, it instantly creates a high-priority task in Quake for the consultant, alerting them to call the client and resolve the dispute immediately.

Built Using

Quake Bullhorn
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Scheduler trigger 
→ quake_create_job
Schedule: Monday 9AM - Triggers the workflow at the start of the pay cycle.
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Bullhorn action 
→ search
Find Active Contractors - Queries Bullhorn for all placements with status 'Running' or 'Active'.
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Bullhorn action 
→ search
Check Timesheet Status - Searches Bullhorn for Timesheet entities linked to these placements for the prior week.
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Quake action 
→ quake_send_email
Email: Missing Timesheet - If no timesheet is found, sends a template chaser email to the candidate.
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Quake action 
→ quake_create_task
Task: Resolve Dispute - If status is 'Rejected', creates a high-priority task for the Consultant to intervene.