Recruitment agency question · Tracking, data and choosing help

What should a recruitment agency automate first?

Start where recruiters lose the most hours. For most agencies, that's scheduling and data entry.

Answered by the ShoutEx team · Updated October 2026 for 2027 planning
How agency owners ask it
  • Where do we start?
  • What gives the fastest return?
  • Temp or perm first?
The ShoutEx answerMarketing, automation and development team
✓ Answer

Measure a week of recruiter time. Most perm agencies start with interview scheduling and reminders, then automatic ATS logging of email and calls, then candidate re-engagement campaigns. Temp desks usually start with shift offers by text and timesheet approval. Do one area at a time and measure hours freed and placements.

Usual order

Automation orderAdjust to your desk.
DeskFirstNext
PermanentScheduling and remindersATS logging, re-engagement
ContractEnd-date alertsTimesheets
TempShift offers by textTimesheet approval
ShoutEx planning order.

How we look at it at ShoutEx

We measure, pick one area and automate inside your ATS.

Watch out for
  • Everything at once.
  • No time baseline.
  • New ATS first.
  • Recruiters not involved.
Good signs
  • One area at a time.
  • Before and after.
  • Existing ATS first.
  • Recruiters involved.
Recruiters, candidates and regulators

What recruiters and regulators say

Here is what recruiters say.

Redditr/recruiting

Recruiters share their most useful automations.

Browse the threads →
Redditr/recruiting

Threads on ATS automation features.

Browse the threads →
Privacy Commissioner of CanadaGenerative AI principles

Accountability for AI in automations.

Read the principles →

Community summaries describe recurring themes in public threads, not individual posts. Vendor pages describe vendor claims, so test them on your own calls.

Not sure where to start?

We'll measure and pick the first project.

Book a call →

Follow-up questions

How long does a first project take?

Scope it first.

Do small agencies benefit?

Yes, often the most per recruiter.

Is AI needed?

Not always. Many wins are simple automation.

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