Walkthrough · Page 6 of 7

Future solutions

A catalogue of fifteen automations that can be added on top of what is already live, grouped by the stage of the staffing lifecycle they belong to. One is running today. The rest are one to four week builds on the same platform.

What this page is

The Future Solutions page is a planning catalogue, not a list of things that are broken or missing. The current placement automation is live and working. These fifteen entries show what comes next if you want to automate more of the staffing process.

Each card shows a short flow diagram, a before-and-after comparison, the problem it solves, how it works, what it would look like on this dashboard, which channels it uses, and a rough cost estimate. Nothing on the list requires a new subscription or a new server.

The seven lifecycle stages

Acquire

Bring in new client leads and worker applications without manual inbox triage.

Qualify

Screen workers and leads automatically before a coordinator touches them.

Match

Suggest the right worker for each client based on availability, skills, and location.

Execute

Handle the placement itself: confirmation email, worker notification, and all the downstream logging. This stage is live today.

Retain

Send follow-ups after a placement ends, collect feedback, and flag workers at risk of churning.

Bill

Draft and send invoices automatically when a shift is completed.

Analyze

Weekly digests, performance reports, and anomaly alerts without pulling numbers manually.

Status of each automation

Live now

running today

Next up

one-week builds

Coming soon

two-week builds

On the roadmap

three to four weeks

The PDF and the filter bar

There is a "Download PDF" button at the top of the page that gives you a polished 30-page catalogue you can share with a manager or present in a meeting. The filter bar on the page lets you narrow the cards by lifecycle stage or status, so you can quickly pull up just the one-week builds, for example.

How to read a solution card

Every card follows the same structure. At the top: the automation name, its lifecycle stage, and a status pill showing how far away it is. Then a flow diagram showing the chain of steps. Then a before-and-after panel showing the manual version versus the automated version.

Below that: the problem it solves (one sentence), how it works (two to three sentences), what you would see on this dashboard if it were live, which channels it uses (email, Telegram, Slack, Sheets), and the projected monthly cost in AI calls. Most add less than fifty cents to the monthly bill.

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