How it works

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This workflow addresses one of the biggest "leaks" in a recruitment business: Data Duplication and Manual Entry. Consultants often spend hours manually adding candidates from LinkedIn who might already be sitting in your CRM, or worse, they start a fresh conversation with a "new" lead who was actually a key client contact three years ago.

The Sales-Focused Benefits:

- "Pre-emptive Intelligence": Before a consultant spends a single InMail credit, the AI agent checks if the person is "Already Known." This saves money and prevents your team from looking disorganised.

- Probability Matching: Even if the LinkedIn URL is new, the agent uses "Fuzzy Logic" to say: "There is an 85% chance this 'John Smith, CTO at TechCorp' is actually the 'John Smith' we have in Itris from 2022."

- One-Click Data Harvest: Instead of copying and pasting LinkedIn profiles into Itris, the consultant simply triggers the agent to "Save to CRM," and the record is created perfectly in seconds.

- InMail Archiving: You keep a permanent business record of LinkedIn conversations. If a consultant leaves, their candidate relationships don't disappear with their LinkedIn account.

- The Workflow Logic:
The Trigger: A consultant finds a profile on LinkedIn and "pushes" the URL or profile snippet to the agent.

- The Master Search: The agent queries Itris and Quake Core simultaneously. It looks for exact matches (LinkedIn URL / Email) and probable matches (Name + Company history).

- The AI Verdict: ChatGPT reviews the search results and provides a summary: "Match found: Record ID 12345 in Itris" or "New Contact: No existing matches found."

- The Action (New/Existing): * If Known: It provides a direct link to the Itris record.

- If New: It offers a "Create Record" button which extracts the work history and contact info automatically.

- The InMail Sync: If an InMail is provided, the agent writes the content back to the Itris "Notes" section, ensuring the placement journey is fully documented.

Built Using

Quake OpenAi Outlook Itris
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Scheduler trigger 
→ quake_create_job
Profile URL Received - Agent receives a LinkedIn URL or profile snippet from a consultant via email or browser extension.
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Itris action 
→ Applicant_SelectByLastModifiedFrom
Cross-Reference Itris - Queries the CRM for existing LinkedIn URLs, names, and company matching to identify known contacts.
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OpenAI action 
→ openai_generate_json
Fuzzy Match Analysis - ChatGPT evaluates the 'Probability' of a match based on Job Title and Company if exact URL matches aren't found.
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Itris action 
→ Applicant_PatchByApplicantId
Create/Update Record - If no match exists, the agent automatically populates a new Candidate or Client record in Itris.
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Itris action 
→ Comment_SelectByApplicantId
Save InMail to Notes - Extracts conversation history and logs it as a timestamped note against the Itris record.
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Outlook action 
→ sendMailMe
Notify Consultant - Sends a summary to the consultant via Outlook confirming the record is synced or matched.
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Quake action 
→ quake_upsert_candidate
Quake Master Sync - Logs the new lead source and compliance status in Quake Core for data integrity reporting.