Daily Bullhorn pipeline briefing in your Slack DM

By General Input

Every weekday at 8am, get a prioritized Slack DM of today's interviews, stuck candidates, and at-risk jobs from your Bullhorn pipeline.

Integrations

  • Bullhorn
  • Slack

Type

Agentic Task

Categories

  • HR & People
  • Personal Productivity

Every weekday morning at 8:00 AM local time, build me a personalized "what's on my plate" briefing from my Bullhorn pipeline and deliver it as a Slack direct message.

Trigger: cron, Monday through Friday at 8:00 AM in my local time zone. Bullhorn does not have a poll trigger, so this is purely schedule-driven.

For me as the workflow owner (and optionally for each active recruiter if the workflow is configured for the whole team), do the following inside Bullhorn:

1. Use Bullhorn's Search Entities on Candidate / JobSubmission to pull my candidates currently in motion. Treat "in motion" as submissions whose status is Submitted, Client Submission, Interview Scheduled, or Offer Pending, where I am the owning recruiter. Capture the candidate name, current stage, days in stage, and the job they are submitted on.

2. Use Bullhorn's Query Entities on Appointment to find appointments scheduled for today (between today 00:00 and 23:59 local) that are tied to those candidates or to job orders I own. Capture the time, the client / contact, and the candidate context.

3. Use Bullhorn's Query Entities on JobOrder to find my open job orders where the current submission count is still below the client's target submission count. Capture the job title, client, current vs. target submissions, and days open.

Then synthesize a short, prioritized brief. Rank by urgency rather than just listing:

• Top section: interviews and other appointments happening today, with the time, candidate, client, and a one-line "what I should walk in knowing."

• Middle section: candidates sitting too long in a stage. Call out the stage, days waiting, and a suggested next move (chase the client, schedule the interview, push the offer).

• Bottom section: job orders falling behind on submission count. Show current vs. target submissions and days open.

Keep the brief tight. No exhaustive lists. Lead with what I need to act on. Format for Slack using mrkdwn (single asterisks for bold, bullets, short sections, no walls of text).

Deliver the brief through Slack as a direct message to me:

1. Use Slack's Open a Conversation to open (or resume) a DM channel with my Slack user and get the DM channel ID.

2. Use Slack's Send a Message to post the brief into that DM channel.

If the workflow is configured for multiple recruiters, repeat the Bullhorn pull and the Slack DM per recruiter so each person gets their own briefing. If nothing urgent shows up on a given day, still send a short "all clear, here's what's on deck" message so I know the workflow ran.

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