Automated Crelate Weekly Placements Scorecard
Every Friday afternoon, WebRun opens Crelate, tallies submittals, interviews, and placements by recruiter for the week, drafts a placement confirmation summary in Google Drive for each new placement, and posts a ranked scorecard to Slack.
How do I get a weekly placements scorecard from Crelate?
WebRun pulls this week's Crelate pipeline activity every Friday, tallies submittals, interviews, and placements by recruiter, drafts a placement confirmation summary in Google Drive for each new placement, and posts a ranked scorecard to Slack. It never sends a placement confirmation itself. An account manager reviews and sends every one.
- Recruiters see a ranked weekly scorecard without pulling reports
- Every new placement gets a ready-to-review confirmation draft
- Nothing is confirmed to a client or candidate automatically
Built for Staffing agencies · Recruiting agencies · Agency recruiters · Account managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
crelate.comin a real browser with your saved login - no setup, no API keys. -
1
Crelate - tally pipeline activity and placements
crelate.com
WebRun opens Crelate to tally pipeline activity and placements. - Open Crelate and pull this week's pipeline activity across clients
- Count submittals, interviews, and placements made
- Note any candidate who reached placed status
Done when This week's pipeline activity and placements are totaled.
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2
Google Drive - save the placement confirmation draft
drive.google.com
WebRun opens Google Drive to save the placement confirmation draft. - Draft a placement confirmation summary for each new placement
- Save it to the shared recruiting folder for the account manager to review
- Leave it unsent until reviewed
Done when A placement confirmation draft exists for every new placement this week.
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3
Slack - post the weekly scorecard
slack.com
WebRun opens Slack to post the weekly scorecard. - Post the weekly scorecard to the recruiting channel
- Rank recruiters by submittals and placements
- Call out the week's placements by client
Done when The team has this week's placements scorecard in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it confirm a placement with the client or candidate?
No. WebRun only drafts the confirmation summary in Drive. An account manager reviews and sends it themselves.
How are recruiters ranked on the scorecard?
By submittals, interviews, and placements Crelate already shows for the week, so the ranking reflects real pipeline activity.
Does it include client-confidential details in Slack?
Only what your team already shares internally, like client name and role. No candidate personal data is posted.
Related templates
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