Step 01
Role intake
Requirements are captured inconsistently, so search starts from an unclear brief.
Industry — Recruiting & Staffing
High volume creates commercial pressure to over-automate. The discipline here is structuring evidence while keeping selection a recorded human decision.
Recruiting runs on speed of response and quality of evidence, but the decisions are about people. Administrative and research work can be assisted heavily; selection judgement, fairness review, and candidate transparency cannot be delegated to a system.
Read this as one workflow, not a list of features. Time is lost before any decision about what to build, and the same people still have to own the outcome afterwards.
Step 01
Requirements are captured inconsistently, so search starts from an unclear brief.
Step 02
Market and company research is repeated per role rather than reused.
Step 03
Recruiters re-read applications to assemble a comparable view for the hiring manager.
Step 04
Question sets and briefing packs are rebuilt for every panel.
Step 05
Notes, stages, and contact records are updated late or not at all.
The same ribbon runs through every implementation in this sector. Only the systems, the data, and the review threshold change.
Role intake
Only sources the requester may already open are searched.
The output is proposed with the evidence it came from.
Every hiring, progression, and rejection decision is made by a person
Decision gate — Nothing is sent, posted, or actioned until this approval is recorded.
Same workflow, same accountability. The change is where the effort sits.
Current state
Future state
Each connected system carries the permission rule that governs it. Nothing is read outside the scope shown here.
ATS and recruitment CRM as the system of record
Access rulePermission: Scoped to the approved workflow
The agreed role brief and criteria as the reference for any summary
Access rulePermission: Scoped to the approved workflow
Approved communication templates and employer-brand content
Access rulePermission: Scoped to the approved workflow
Public market and company research sources
Access rulePermission: kept separate from candidate assessment
Sensitive personal data restricted
Access rulePermission: minimised, and excluded from scope wherever the workflow allows
Workflow layer
The workflow reads only what the requesting person is already permitted to see, writes back to the owning system of record, and records who approved each action.
Recruiting & Staffing — review queue
These are asked before design starts. If they cannot be answered, the workflow is not ready.
01
Pick one workflow with a clear trigger, a known volume, an owner, and a measurable current cost. Write down the decision that must stay human before anything is designed.
02
Confirm which sources may be used, who may see what, and which records are excluded from scope. Access rules are set before retrieval is built, not after.
03
Specify the trigger, approved context, bounded task, review point, system action, and failure behaviour. The control pattern is part of the design, not a later addition.
04
Connect to the systems already in use so output lands where the work happens, with attribution and an audit record of what was produced and by whom.
05
Test against a set of real, representative cases with an agreed quality bar. Record what passed, what failed, and what changed as a result.
06
Run with the people who do the work, capture their corrections, and treat rejected outputs as design feedback rather than user error.
07
Compare against the baseline captured at the start, review edge cases on a schedule, and retire or rescope anything that does not earn its place.
Measures are evaluation targets agreed with your team, not promised results. We baseline before launch so any change can be attributed honestly.
Evaluation happens before release. Monitoring continues after it, against the same measures.
Before release — evaluation
After release — monitoring
Named owner: A business owner for the outcome and a technical owner for the system, named before release.
The right AI solution is not selected by trend. It is designed around the workflow, approved data, systems, people, risk, and measurable outcome.
Start with a structured assessment of your workflows, systems, and data, and leave with a prioritized view of where AI can create real value.