Daily Bullhorn pipeline briefing in Slack

Every weekday morning at 8:00 AM local time, build me a personalized "what's on my plate" briefing from my Bullhorn pipeline and deliver it as a Slack direct message.

Trigger: cron, Monday through Friday at 8:00 AM in my local time zone. Bullhorn does not have a poll trigger, so this is purely schedule-driven.

For me as the workflow owner (and optionally for each active recruiter if the workflow is configured for the whole team), do the following inside Bullhorn:

1. Use Bullhorn's Search Entities on Candidate / JobSubmission to pull my candidates currently in motion. Treat "in motion" as submissions whose status is Submitted, Client Submission, Interview Scheduled, or Offer Pending, where I am the owning recruiter. Capture the candidate name, current stage, days in stage, and the job they are submitted on.

2. Use Bullhorn's Query Entities on Appointment to find appointments scheduled for today (between today 00:00 and 23:59 local) that are tied to those candidates or to job orders I own. Capture the time, the client / contact, and the candidate context.

3. Use Bullhorn's Query Entities on JobOrder to find my open job orders where the current submission count is still below the client's target submission count. Capture the job title, client, current vs. target submissions, and days open.

Then synthesize a short, prioritized brief. Rank by urgency rather than just listing:

• Top section: interviews and other appointments happening today, with the time, candidate, client, and a one-line "what I should walk in knowing."

• Middle section: candidates sitting too long in a stage. Call out the stage, days waiting, and a suggested next move (chase the client, schedule the interview, push the offer).

• Bottom section: job orders falling behind on submission count. Show current vs. target submissions and days open.

Keep the brief tight. No exhaustive lists. Lead with what I need to act on. Format for Slack using mrkdwn (single asterisks for bold, bullets, short sections, no walls of text).

Deliver the brief through Slack as a direct message to me:

1. Use Slack's Open a Conversation to open (or resume) a DM channel with my Slack user and get the DM channel ID.

2. Use Slack's Send a Message to post the brief into that DM channel.

If the workflow is configured for multiple recruiters, repeat the Bullhorn pull and the Slack DM per recruiter so each person gets their own briefing. If nothing urgent shows up on a given day, still send a short "all clear, here's what's on deck" message so I know the workflow ran.

Additional information

What does this prompt do?

Pulls your active candidates, today's scheduled appointments, and lagging job orders from Bullhorn each weekday morning.
Ranks the brief by urgency, leading with interviews happening today, then candidates stalled in a stage, then jobs missing their submission target.
Delivers a tight, prioritized recap straight to your Slack DM before your day starts.
Keeps the focus on what needs your attention now, not a full dump of your pipeline.

What do I need to use this?

A Bullhorn login with access to your candidates, job orders, and appointments.
A Slack account so the brief can land in your DM.
A few minutes to confirm your local time zone and which candidate stages count as 'in motion'.

How can I customize it?

Change the time of day or the days of the week the brief runs.
Adjust which candidate stages count as 'in motion' and how many days in a stage should flag a candidate as stuck.
Send the brief to a team Slack channel instead of a personal DM, or roll up one brief per recruiter.

Frequently asked questions

Can I run this for every recruiter on my team?

Yes. The workflow can loop through each active recruiter and send a separate brief to each person's DM, or post one team roll-up to a shared channel.

What if I work in a different time zone?

The schedule honors your local time zone. Set it to 8am in your zone and the brief will land first thing in your morning, no matter where your office is.

How does the brief decide what's urgent?

Today's interviews and appointments go to the top. Next are candidates that have sat in a stage too long. Last are job orders whose submission count is still below the client's target.

Will this work for a small staffing team?

Yes. You just need a working Bullhorn account and a Slack workspace. There is no minimum candidate or job order count.

Can I get this somewhere other than Slack?

The default is a Slack DM, but you can swap the delivery to a shared team channel, or send the same brief to email if you prefer.