AI Recruiter Knowledge Management Agent

How Cassidy automates using AI

Step 1: Connect your recruiting knowledge sources

Cassidy syncs with your ATS, HRIS, document stores (Google Drive, SharePoint, Confluence), and existing templates to build a unified Knowledge Base—automatically ingesting SOPs, interview kits, scorecards, JD templates, and compliance policies.

Step 2: Trigger on recruiting events

Workflows activate when a new requisition opens, a candidate moves stages, or a hiring manager requests support—pulling the right context from your Knowledge Base to surface relevant templates and guidance.

Step 3: Generate grounded artifacts

Cassidy drafts intake briefs, interview kits with calibrated question banks, scorecard rubrics, and outreach sequences—all grounded in your approved templates and tagged by job family, level, and region.

Step 4: Enforce SLAs and route approvals

The Workflow sends automated reminders for scorecard submissions, escalates overdue feedback, and routes offer packages through your approval matrix—checking comp bands and jurisdictional clauses before generating the correct offer letter template.

Step 5: Maintain compliance and audit trails

Cassidy monitors job postings for pay transparency requirements, prompts for disposition reason codes, and maintains audit-ready logs for EEO/OFCCP and GDPR compliance—flagging risks and surfacing policy citations with every response.

Step 6: Surface insights and recommendations

Workflows post weekly pipeline health digests to Slack or Teams, highlighting aging candidates, bottleneck stages, and SLA adherence—giving TA leaders real-time visibility into time-in-stage, passthrough rates, and recruiter capacity.