Research
Someone pulls the same background on a person, company, or account before every call.
AI agents
An agent with a defined job, not a demo.
An AI agent for one recurring job: research, follow-up, inbox triage, support drafts, or reporting. It works with approved context and approved tools, inside clear boundaries. It drafts and prepares; a person approves anything that leaves the building.
Best for one job with a clear owner and a repeatable shape, not a whole department.
Deliverable · One job, prepared for review
The agent reads, checks, and drafts. A recruiter reads, edits, and sends.
✓Read CV, call notes, and the role brief
✓Checked the ATS for duplicates and past contact
✓Drafted the summary and first-contact email
Recruiter approves and sends
Candidate summary · M. Okafor · Senior project manager
Prep time per candidate
→ min
Recruiter hours returned / year
Queue
M. Okafor · Senior PMDrafting
R. Lindqvist · Site managerQueued
A. Bassett · EstimatorSent by recruiter
What it does
One job. Right context. Approved tools. Clear boundaries.
An agent is scoped to a single recurring job, not a general assistant.
Right context
It reads only the records, files, and history that job needs—the CRM, the inbox, the call notes, the CV—not everything the business has stored.
Approved tools
It searches, drafts, and updates records through the specific accounts and actions it has been given, and nothing else.
Clear boundaries
It knows what counts as done, what needs a second look, and when to stop and hand off.
What it does not do
It does not send external messages, move money, or touch systems outside its scope without a person approving the step first.
When this fits
One job, done the same way, too often to keep doing by hand.
These are signs a single agent is worth scoping, not proof it is the right build.
Follow-up
Good leads or open threads go quiet because nobody has time to write the next message.
Inbox triage
An inbox needs sorting and routing before anyone can do the actual work.
Modeled example
A 35-person recruiting agency, two recruiters, one drafting agent.
A fictional company, built from hours and a loaded cost. Not a client result.
Modeled example · not client proof
Harlow & Voss Recruiting has 35 staff and two recruiters who each lose about 6 hours a week preparing candidate summaries and first-contact drafts from CVs, call notes, and the ATS.
At a loaded cost of about $50 an hour, that is 12 hours a week, or roughly $31,000 a year, spent on prep work before a recruiter has written a single sentence to a candidate. An agent reads the CV, call notes, and ATS history, then drafts the summary and the first message. A recruiter reviews and sends. The recruiters' time shifts from assembling information to judging candidates and talking to people.
Next step
Find out if one agent could take this job off your plate.
Book a free 30-minute strategy call. You leave with the leaks named, whether or not we work together. If the audit ranks this lane first, the first system is live 30 days after it, or we keep working free until it is.
Book a free strategy call