Made for staffing agencies and recruiting firms, this pipeline manages the client side of your business — from winning a new job order to filling it — so account managers and recruiters stay aligned. Stages follow a requisition from intake to placement.
What's Included
- Intake-to-placement stages: New Client, Job Order, Candidate Submittal, Interview, and Placed columns.
- Requisition fields: Role, bill rate, client contact, and fill deadline on each card.
- AI matching agent: An agent flags stale requisitions and drafts candidate submittal summaries.
- 100+ integrations: Sync with your ATS, CRM, and inbox.
How To Use
- Clone the staffing pipeline into Taskade.
- Set stages for contract, temp, or direct-hire flows.
- Add open job orders and assign recruiters.
- Let the AI agent surface requisitions at risk of going cold.
Connect it to an AI agent that summarizes submittals, or browse more sales pipeline templates for agencies.
