Workflows

Desks → New Desk. Give it the roles you recruit, the sectors you sell into, and where you operate. Use the core phrases you'd actually search — “project manager”, not “electrical project manager” — and narrow the vertical with sectors and excludes instead. Over-specific titles are the single most common cause of an empty board.

AI writes the desk profile — who fits, their pain points, your angle, and who to disqualify. Read it and edit anything that doesn't sound like your market. This is the text every later email and report is written from, so it's worth two minutes now.

Deep Research discovers companies matching the profile and maps them to the desk. Later, Find more companies expands from what you already have rather than starting over.

Switch on job board monitoring and the desk starts watching those companies. Then add sub-niches so “construction” becomes civil, fit-out and residential — segments you can filter and pitch separately.

Today opens with what needs you: meetings, replies waiting, campaign flags, and anything Kolvera has drafted for your approval. Clear the things with your name on them before you go looking for new work.

Open the desk. Discovery holds new roles at companies not yet mapped — Keep maps one onto Your list, Pass tells this desk the role isn't a fit. Your list holds roles at companies already mapped to you, each paired with a decision-maker and an angle. Watch the posted date: a role advertised for six weeks is a company that can't fill it. See Keep, Pass, Confirm and Hide for the full picture.

On Your list, select the companies worth chasing and run Find Prospects. Found contacts land on People. You're only charged for contacts found with a valid email.

Filter to valid emails, select, and Enrol in Campaign. The sequence sends on your schedule and stops the moment someone replies. Replies surface in your Inbox and back on Today tomorrow.

Take a candidate to market from their profile, or from a desk’s Talent Pool drawer: open the candidate’s file and choose Take to market, or start from the Talent Pool tab on the desk that suits them. Upload the CV and AI builds the profile — their skills, and critically the hiring titles who’d want them. Then map the employers, the same way a desk maps companies.

Kolvera writes the Anonymised Profile from what you've already captured — call notes, transcripts, CV, profile notes. Read it before you approve it. It's the whole pitch, and it's about to go to people you may not have terms with.

Hit Build Float campaign from the profile. Pick your touch count — three to five, spread over about a fortnight. The sequence runs tease → proof → reveal: no name in the first email, progressive detail through the middle, full profile in the last. See Float Campaigns.

The reveal link is tracked. A click is a stronger buying signal than a reply — it's someone who wanted the name badly enough to go and get it. Call those companies first, and let the rest of the sequence keep running.

The reply lands in your Inbox and on Today, and the sequence stops itself so nothing automated follows a live conversation. Reply from there and include a booking link.

They book through your scheduling link, or you book it yourself from the meeting controls on the contact. Generate a pre-meeting brief before the call — it pulls their company profile, your email history and your notes into a page you can actually read in the car park. Both surfaces are reached from the contact record and from Today rather than the sidebar.

Generate Terms of Business and send them via E-Sign — upload or pick a saved template, drop in the fields, assign signers. Save your terms as a template once and it's one click every time after. Signed documents are indexed in your Library.

This is the deliberate seam. Kolvera opens and wins the client; your ATS runs the delivery. Push the company and its contacts straight into your CRM or ATS, or export a CSV. Everything stays in Kolvera too, so the account is still on a desk and still monitored for the next role.