Follow up clients
Register client requests, prepare the conversation and stage follow-up in the CRM. See sales follow-up.
Executive search and recruitment agencies
About this source
Gen8
Source: Executive search and recruitment agencies
Managed AI service for SMEs. We set up, connect and manage; you stay in control.
© 2026 Gen8 VOF · Dutch Chamber of Commerce 92978789 · Delft
Organisation type
Many conversations, many files, one decision that stays with people
In executive search and recruitment, most time goes on keeping up: processing conversations with clients and candidates, completing files and calling people back in time. That is where a workflow makes a difference, while keeping away from assessing people.
- Scoping first, then a proposal
- EU hosting
- Human oversight stays
Characteristics
What defines this sector
An agency has two sides centred on conversations: clients, won and retained through good follow-up, and candidates, carefully guided. Agreements from conversations must reach a file, calendar and follow-up. The value lies in contact; the administration around it consumes hours.
This domain also has the strictest rules. It involves personal data of people who are not customers themselves, with access and deletion rights, and decisions affecting work and income. Automation deciding independently is a legal and moral question, not just efficiency.
The boundary is therefore sharper here: prepare, record and remind, but do not judge people.
Limits
Where the limits lie
No automated selection. A workflow does not rank candidates, give suitability scores or send rejections. People make decisions about people, with reasoning they can defend.
No inferring attributes not stated in a CV or conversation. No use of candidate data outside the purpose for which it was provided, and retention periods remain decisive — a workflow keeps nothing longer than the source system allows.
Can we have CVs assessed automatically?
We do not do that. A workflow can organise a file and flag missing information, but ranking or rejecting candidates is human work, and currently also the highest legal-risk use of AI.
Can a workflow access candidates' personal data?
Only within the permissions of the user it acts for, for the purpose for which data was provided, and with logging. We record precisely what is allowed for each engagement with your data protection officer.
What happens to a conversation recording or transcript?
It follows your own agreements with the person concerned and the source system's retention period. We do not add a second storage location outside that policy.