Added to demo agenda!
Talk to our team to learn how Cassidy can help your team with this use case

AI Recruiting Analytics Report Agent

Recruiting funnel analytics automation for TA analysts—dashboards, KPI digests, alerts
Overview
Custom solution
Workflow

Automating Recruiting Funnel Analytics with AI

Automate your entire recruiting funnel analytics workflow—from data ingestion and metric standardization to dashboards, KPI digests, and real-time alerts.
001
Unified Metrics Across Your Entire Talent Stack

The agent connects to your ATS, HRIS, scheduling tools, and sourcing platforms to build a single source of truth for pass-through rates, time-to-hire, and pipeline health—eliminating spreadsheet drift and competing definitions.

002
Role-Based Dashboards and Automated Digests

Automated workflows generate operational views for recruiters, funnel deep-dives for TA analysts, and executive summaries for leadership—each delivered on schedule via Slack or email with narrative context and delta-to-target highlights.

003
Proactive Alerts That Drive Intervention

Threshold-based triggers surface SLA breaches, PTR drops, offer staleness, interviewer capacity risks, and DEI flags before they become bottlenecks—routing actionable notifications to the right stakeholder at the right time.

How Cassidy automates recruiting analytics using AI

Step 1: Connect recruiting data sources

Cassidy syncs with your ATS (Greenhouse, Lever, Ashby), HRIS, scheduling tools, and sourcing platforms via native integrations or API, continuously ingesting candidate events, stage moves, interviews, offers, and headcount plans into the Knowledge Base.

Step 2: Standardize metrics and stage taxonomy

The Workflow normalizes job-specific stages into consistent stage groups, deduplicates candidates, and applies your defined metric logic—pass-through rates, time-in-stage, SLA thresholds—so every report uses the same trusted definitions.

Step 3: Generate role-based dashboards

Cassidy compiles operational views for recruiters (active reqs, aging candidates, scheduling backlog), analytical dashboards for TA analysts (funnel conversion, source quality, DEI breakdowns), and executive summaries (hires vs plan, cost per hire, forecast accuracy).

Step 4: Distribute scheduled KPI digests

At your chosen cadence, Cassidy packages key metrics—new applications, PTR shifts, SLA attainment, offer outcomes—into audience-specific digests with auto-generated narrative insights, then delivers them to Slack, Teams, or email.

Step 5: Trigger real-time alerts

When thresholds are breached—candidate stuck in HM review, PTR drop below baseline, interviewer capacity over limit, adverse-impact ratio flagged—Cassidy routes alerts to the responsible owner with context and recommended next actions.

Step 6: Surface forecasts and planning insights

Using historical PTRs and time-in-stage data, Cassidy projects hires by week, highlights gaps to headcount plan, and calculates required top-of-funnel volume—giving TA leaders the runway visibility to intervene early.

Implement it inside your company

Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
Book Demo
  • Hands-on onboarding and support
  • Self-paced training for your team
  • Dedicated implementation experts
  • Ongoing use case discovery
  • ROI tracking & analytics dashboards
  • Proven playbooks to get started fast

A dedicated team to drive adoption and results

Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.

We enable your teams - no IT required

We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.

Explore more automations

Move from idea to production with Cassidy