Free guide · Automation
Top Tracker Automations
for staffing firms
The 30+ automations top-performing Tracker customers run every day, from instant candidate outreach to placement check-ins. Copy them onto your own desk and put the time you get back into relationships and placements.
What you’ll take away
Candidate and client communications that run themselves
Placement and contractor follow-ups, from start-date alerts to 6-month check-ins
Lead nurturing sequences that keep prospects warm without manual chasing
Onboarding, credentialing, and compliance reminders, plus real-time alerts and scheduled reporting
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Inside the guide
Four groups, 30+ automations.
Every automation is grouped by where it sits on your desk, so you can start with the one that saves your team the most time.
Welcome emails, status updates, interview reminders, and re-engaging passive talent.
Onboarding docs, credential expiry follow-ups, overnight Watchdog sourcing, and referral requests.
Start-date alerts, 1-week to 6-month check-ins, and a reminder before each placement ends.
Lapsed-lead follow-ups, timed nurture sequences, and monthly check-ins with current clients.
Internal stage alerts, finance notices, and scheduled reports delivered without anyone asking.
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