Align calendars, import records, verify file transfers. Every one is ready to run, and you can adjust it in plain language.
Check revised candidate rosters before staffing teams use the CSV.
You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
Enrich prospective client contacts and flag mismatched LinkedIn links.
Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.
Check candidate intake forms before adding them to the working list.
Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.