AI Recruiting Dashboard Agent

How Cassidy automates using AI

Step 1: Connect Your Recruiting Systems

Cassidy integrates with your ATS (Greenhouse, Lever, Workday), HRIS, sourcing CRM, and spend tracking tools via native connectors, pulling applicant data, stage movements, interview outcomes, offers, and costs into a unified Knowledge Base.

Step 2: Normalize and Model Your Data

The Workflow maps your bespoke ATS stages to a canonical funnel, conforms dimensions like requisition, source, and org structure, and maintains daily snapshots to preserve point-in-time integrity for trend analysis and audits.

Step 3: Calculate Governed Metrics

Cassidy applies your defined business logic to compute KPIs—time-to-fill, pass-through rates, cost-per-hire, recruiter productivity, DEI representation—with consistent inclusion/exclusion rules across every report.

Step 4: Generate Role-Based Dashboards

The agent delivers tailored views: executives see plan-vs-actual and forecast risk, TA leaders get pipeline health and bottleneck analysis, recruiters receive daily worklists and SLA alerts, and Finance gets cost reconciliations.

Step 5: Trigger Alerts and Automated Reports

Cassidy sends proactive nudges via Slack or email when candidates age past thresholds, scorecards are overdue, or hiring velocity falls behind plan—plus auto-generates QBR slide packs with KPIs, trends, and commentary.

Step 6: Maintain Audit-Ready Compliance Packs

Timestamped event logs, EEOC/OFCCP exports, cost-to-source reconciliations, and documented metric definitions are automatically compiled, giving you defensible data for executive reviews and regulatory audits.