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Account briefing
read-only
What you know about a company or a contact, pulled together from master data, timeline, opportunities and contracts.
„What do we know about Musterkunde GmbH?“
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Bench check
read-only
Who has no assignment today and whose assignment ends soon, sorted by urgency.
„Who is on the bench right now?“
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Prepare a call
read-only
A briefing for a specific conversation: client status, previous conversation, contracts, open opportunities, agenda and questions.
„Prepare the call with Musterkunde GmbH.“
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Capture a staffing request
Takes in a client request completely (role, period, location, terms) and keeps their departments up to date along the way.
„New demand at the clinic: two nurses from the 1st.“
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Coordinate sales
Pipeline, weighted forecast, BDR performance and pipeline review, plus the distribution of research and outreach work.
„Show me the forecast for the quarter.“
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Coordinate staffing operations
Utilisation, assignments ending, open demands, gaps in the shift plan and the backlog of hours, in one overview.
„Give me the dispatch overview for this week.“
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Daily briefing
read-only
Appointments, due tasks, replies from outreach and everything stuck in the pipeline, as one overview to start the day.
„What is on today?“
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Ideal client profile
Defines which segments and decision makers fit you, and checks individual leads against it.
„Check this lead against our ideal client profile.“
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Enrich contacts
Pulls the direct line, position and spelling from emails, signatures and notes, and shows every change for confirmation first.
„Enrich the contacts from the latest emails.“
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Log a company signal
Notes that a company is hiring, expanding, has received funding or has changed its leadership.
„The company has opened a new location.“
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Manage the contract lifecycle
Create framework and assignment contracts and move them through their stages, send the assignment notice under section 11 of the German Temporary Employment Act (contracts for your country are planned), set billing periods and invoice accounts.
„Create the assignment contract for the clinic.“
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Timesheet approvals
Review, approve, withdraw and correct submitted hours, including partial approval when only one day is disputed.
„Which timesheets are waiting for approval?“
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Match the bench to existing clients
Matches employees on the bench with clients that have a framework contract and creates the assignment contracts as drafts.
„Match the bench against our framework contract clients.“
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Message an employee
A message to an employee, through the employee app or by email, in the form of address stored for them. The reply comes back as a case.
„Ask them what happened that day.“
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Onboard a new employee
Send the personnel questionnaire, transfer the answers into the master data, set up bank details and emergency contact, and give access to the employee app.
„Onboard the new care assistant.“
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Process call notes
Turns your notes or a transcript into a CRM entry, creates the follow-up tasks and drafts the follow-up email.
„Here are my notes from the call, follow up on them.“
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Find target companies
Searches for companies that fit a particular employee, by commute, ideal client profile and market signals, and delivers a shortlist.
„Who would be a fit for Mr Weber?“
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Record an absence
Enter sick leave, vacation and unpaid absence, file the medical certificate, and check the remaining vacation beforehand.
„Record the sick leave for Ms Aydin.“
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Set up a booking link
Creates a booking link, sets times and rules, and repairs it when it no longer offers appointments.
„My booking link shows no appointments.“
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Set up the organisation
Finish the initial setup step by step: the skill goes through every open onboarding step and either does it directly or sends you the link to the right setting.
„What is still missing in our setup?“
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Share a booking link
Fetches your existing booking link, sends it or gives you the embed code for the website.
„Send me my booking link.“
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Getting started guide
The way in: shows which workflows exist in your organisation and leads you to the right one. Also for questions about permissions and approvals.
„What can you do?“