Smarter Week

How to automate it

How to automate “write candidate submittals and send them to clients”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

30 min
typically, every day
65%
of the time can be automated
Easy
to set up

Fix 1 of 1

AI

Have AI write the candidate submittal from the resume and your screen notes

Your ATS's AI (Bullhorn, Loxo and others now have one) or an approved AI assistant turns the resume and your screening notes into a branded submittal matched to the job order. You check and send.

Typically saves about 55% of the time10 min to set up
  1. 1Use your ATS's submittal AI if it has one; otherwise an approved AI assistant.
  2. 2Paste the job order, the resume and your screen notes.
  3. 3Use the prompt below and keep the client's format.
  4. 4Check every claim against the resume and your notes before sending.
Prompt to copy
Write a candidate submittal for [JOB TITLE] at [CLIENT]. Job order must-haves: [PASTE]. Resume: [PASTE]. My screening notes: [PASTE: availability, pay expectations, motivation, notice period]. Format: 3-line summary of fit, bullet match against each must-have with evidence, logistics (availability, rate or salary, location), and any gaps honestly noted. Under 200 words. Do not invent experience; remove age, family status and other protected details.

Tools: Bullhorn Amplify · Loxo · ChatGPT, Claude, Gemini or Microsoft Copilot

Quick wins

Have you tried…

Have you had AI write a candidate submittal from the resume and your screen notes?
Your ATS's AI or an approved assistant drafts a client-ready submittal matched to the job order. You check it and send.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

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Other common tasks for Agency / Staffing Recruiters