Vertical Spotlight
Candidate Pipeline Agent
Human-approved · Standard · High severity
Works with: D365 CE (as ATS), Outlook, Teams, SharePoint
The problem
Search firms lose candidates to silence. Between sourcing, outreach, screens, client interviews, and references, every handoff is a place where a candidate waits too long, a consultant forgets a follow-up, or a client's feedback sits unprocessed — and the best candidates take other offers while the file idles.
What the agent does
- Trigger: daily scan of active searches and candidate stages in D365.
- Flags pipeline stalls: candidates aging in stage, interviews without logged feedback, promised follow-ups past due, searches below candidate-flow targets.
- Drafts the next touch per stalled item: candidate check-in, client feedback request, interview scheduling nudge — referencing the search and last interaction.
- Human approval: consultant approves/edits sends.
- Posts a per-search health summary to the practice lead: stage aging, flow vs. target, at-risk candidates.
You need this if
- Candidates ghosted mid-process (and told others)
- Client feedback loops measured in weeks
- Partners can't see search health without asking
Who uses it
Consultants/recruiters, practice leads, researchers.
What goes in, what comes out
In: searches, candidate stages, activities, emails. Out: approved follow-ups, per-search health brief, at-risk flags.
Why it pays
Faster placements and fewer lost candidates convert directly to fees. Built from our recruiting and executive-search client experience.
Built to be trusted
- All candidate/client communication human-approved — tone is the firm's product
- Confidential searches visible only to their team (row-level security respected)
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.