Use cases102 workflows

Recruitment, 100+ workflows wide.

Sourcing, screening, outreach, scheduling, BD, marketing, reporting. Real workflows recruiters build in Vitae and let AI run.

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01For recruiters/ delivery side · 52 workflows

Workflows recruiters actually run.

From sourcing to onboarding. Every step of delivery, built to fit how your team actually works.

Sourcing with Find People

8 use cases

Find People is Vitae's sourcing module. Describe who you need, review a free preview and reveal contact details with credits. Search your existing candidate database to reconnect with people you already know.

Screening and evaluation

8 use cases

Rank shortlists, parse CVs, score fit, and run first-round qualification with AI voice or chat.

02For agency owners/ business side · 50 workflows

Workflows that grow the firm.

BD, marketing, brand, reporting, operations, and client management. The business side most platforms ignore.

Business development

9 use cases

Cold outbound, ICP target lists, trigger-based BD, and inbound qualification that fills the top of the funnel.

BD outbound to hiring managers

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Targeted outbound to hiring managers at companies that match your ICP. Personal, signal-driven.

ApolloLinkedIn Sales NavFunding feedsYour CRMGmail
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ICP target list building

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Companies hiring for X in geography Y, with the right size, growth, and tech profile. Refreshed weekly.

ApolloLinkedIn Sales NavFunding feedsYour CRMGmail
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Account research before a BD call

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One-page brief on the account: hiring activity, recent news, decision makers, prior touchpoints.

ApolloLinkedIn Sales NavFunding feedsYour CRMGmail
Build it

Trigger-based BD

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Funding rounds, executive moves, job posts, product launches. Auto-trigger outreach when the moment lands.

CrunchbasePitchBookLinkedInApolloYour CRM
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Hiring manager email sequence design

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Multi-touch sequences that respect the hiring manager's inbox. Tested across thousands of recipients.

ApolloLinkedIn Sales NavFunding feedsYour CRMGmail
Build it

Competitor placement tracking

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Track where rival agencies are winning. Surface accounts that are buying but not from you.

ApolloLinkedIn Sales NavFunding feedsYour CRMGmail
Build it

Inbound lead qualification

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Voice or chat agent qualifies inbound leads. Routes hot ones, follows up on cold, tracks the rest.

ApolloLinkedIn Sales NavFunding feedsYour CRMGmail
Build it

Lost-deal follow-up sequences

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Gracefully re-engage accounts that went with another agency. Many circle back within 6-12 months.

ApolloLinkedIn Sales NavFunding feedsYour CRMGmail
Build it

Referral and intro requests

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Auto-identify referral opportunities from your network. Draft the intro request, track the response.

ApolloLinkedIn Sales NavFunding feedsYour CRMGmail
Build it

Marketing and content

10 use cases

LinkedIn content, newsletters, case studies, market reports, and the lead-magnet engine your firm has been meaning to build.

LinkedIn content engine

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Daily posts in your founder voice. Drawn from your placements, your data, your point of view.

LinkedInYour placement dataFounder voice profile
Build it

Newsletter generation

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Weekly market digest assembled from real data, real stories, and real perspective. Auto-sent.

LinkedInYour blogEmailYour placement data
Build it

Blog posts from placement stories

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Turn every placement into a story. Draft, edit, publish, share. Your team becomes your content engine.

LinkedInYour blogEmailYour placement data
Build it

Case study after every placement

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Auto-draft a case study from the placement record. Send to the client for approval, publish.

LinkedInYour blogEmailYour placement data
Build it

Testimonial request automation

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Ask for the testimonial at the moment the candidate is happiest. Auto-formatted, auto-published.

LinkedInYour blogEmailYour placement data
Build it

Quarterly market reports as lead magnets

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Aggregate your data into a sector-specific market report. Use it for inbound and BD.

LinkedInYour blogEmailYour placement data
Build it

Salary benchmark reports as lead magnets

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Sector and seniority comp data, packaged as a downloadable report your prospects actually want.

LinkedInYour blogEmailYour placement data
Build it

Webinar and event content prep

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From topic to outline to slides to speaker notes. Built around your firm's data and stories.

LinkedInYour blogEmailYour placement data
Build it

Podcast and PR pitch drafting

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Find the right shows. Draft the pitch. Track the response. Land in front of your buyers' ears.

LinkedInYour blogEmailYour placement data
Build it

Social proof distribution

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One placement, ten distribution channels. Auto-formatted for LinkedIn, X, your site, your newsletter.

LinkedInYour blogEmailYour placement data
Build it

Reporting and analytics

8 use cases

Placement and revenue summaries, forecasts, fee tracking, and dashboards your account managers can show on a Friday.

Build the workflow your firm runs on.

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