← Workshop Materials

Ideas for How to Use This Data

Coordinate the Search and Client

Pick an idea below, or bring your own. Build one small experiment in a simulated work environment.

Hand Over a Search

Workflow: Select a search and collect its latest notes, open tasks, and unresolved decisions. Review who is responsible for each task and add missing assignments.

Expected outcome: A handover that tells the next recruiter what to do, who is responsible, and which decisions still need agreement.

Prepare a Client Update

Workflow: Select a search and generate a progress update from its notes and tasks. Review and edit the client version before a simulated send.

Expected outcome: An accurate update with next steps that leaves out information marked for internal use only.

Use the supplied fictional records. Simulate any email, calendar or ATS actions. Decide what you want to learn before testing.