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AI Candidate Submission Agent

Generate structured, branded candidate submission emails in one click — using AI presets that include the right logos, content, and formatting every time.

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Overview

Submitting candidates to clients is one of the most frequent — and most repetitive — tasks in recruitment. ATZ CRM's AI Candidate Submission Agent transforms this into a one-click workflow. Using your preset templates and branding, the agent automatically generates polished, structured submission emails that include the right candidate details, company logos, and client-specific formatting — consistently, every single time.

📧 Preset-Driven Submission Emails

Define your submission format once using presets — the agent applies them automatically to every candidate submission, ensuring your outreach is always structured, on-brand, and professional.

🏢 Automatic Logo & Branding Inclusion

The agent pulls in the relevant company and client logos automatically, so every submission email looks polished and branded without any manual formatting work.

🤖 AI-Generated Personalised Content

Beyond templates, the AI crafts personalised candidate summaries — highlighting key skills, experience, and fit for the specific role and client — making each submission feel considered, not copy-pasted.

🔄 Consistent Format Across Your Team

Whether you have one recruiter or fifty, every submission follows the same standard. The agent enforces your defined format across all team members, eliminating inconsistency and protecting your agency's brand.

⚡ One-Click Submission Workflow

Select a candidate, choose a job, and the agent handles the rest — generating a ready-to-review submission email in seconds, ready to send directly from within ATZ CRM.

📋 Candidate Profile Integration

The agent pulls directly from the candidate's CRM profile — skills, experience, availability, and notes — ensuring every submission is accurate, complete, and up to date without manual copying.

Key Benefits

Submit candidates faster with AI-generated, ready-to-send emails in one click

Eliminate inconsistent formatting across your recruitment team

Impress clients with polished, branded submissions every time

Automatically include the correct logos and company branding

Personalise candidate summaries at scale without extra effort

Save hours of manual email writing per recruiter, per week

Pull accurate candidate data directly from CRM profiles

Maintain consistent submission quality as your team grows

Reduce back-and-forth with clients by delivering clear, structured submissions

Focus recruiter time on relationships, not repetitive email formatting

How It Works

🎯

Select Candidate & Job

Choose the candidate and the role you're submitting for inside ATZ CRM. The agent pulls all relevant profile data — skills, experience, availability — automatically.

📐

Apply Your Submission Preset

The agent applies your pre-configured submission template — structure, tone, formatting rules, and branding preferences — to the generated email instantly.

🏢

Auto-Include Logos & Branding

Company and client logos are pulled in automatically based on the job and client record, ensuring every submission looks professional without manual effort.

🤖

AI Generates Personalised Summary

The AI crafts a tailored candidate summary highlighting the most relevant skills, achievements, and fit for the specific role — personalised, not templated.

✏️

Review & Edit

Review the generated submission before sending. Make any final adjustments directly within ATZ CRM — the AI gives you a strong first draft, you stay in control.

📤

Send Directly from ATZ CRM

Send the polished submission email directly from within ATZ CRM, with all activity tracked and logged to the candidate and client profiles automatically.

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Use Cases

📩 High-Volume Candidate Submissions

Submit multiple candidates to multiple clients rapidly — the agent generates a unique, personalised submission email for each, maintaining quality at speed.

🎯 Executive Search Presentations

Create polished, detailed candidate presentation emails for senior roles where first impressions with clients matter most.

🏢 Multi-Brand Agency Submissions

Agencies operating across multiple brands or divisions can configure brand-specific presets — ensuring each submission uses the correct logo, tone, and formatting.

👥 Team Consistency at Scale

Standardize submission quality across a large recruitment team — new joiners produce the same professional submissions as experienced consultants from day one.

🔁 Repeat Client Submissions

For clients with specific formatting preferences, save their requirements as presets — the agent applies them automatically every time you submit to that client.

Integrations

Gmail

Outlook

Microsoft 365

Google Workspace

Claude AI

Open API

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We are constantly adding new integrations. Contact us to request a specific integration.

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Frequently Asked Questions

🤖 How is the AI Candidate Submission Agent different from an email template?

Email templates are static — they require manual fill-in and look the same every time. The AI Candidate Submission Agent is dynamic: it pulls live data from the candidate's CRM profile, personalises the summary for the specific role and client, applies your preset formatting, and includes the correct branding automatically. The result is a genuinely personalised submission, not a copy-pasted template — generated in one click.

📐 Can we create different presets for different clients or roles?

Yes. You can create and save multiple submission presets within ATZ CRM — tailored to specific clients, role types, seniority levels, or industry sectors. When submitting, simply select the appropriate preset and the agent applies it automatically, ensuring every client receives submissions in exactly the format they prefer.

🏢 How does the agent know which logos to include?

The agent pulls logo and branding data from the client and company records stored in your ATZ CRM. When you submit a candidate to a specific job, it matches that job to the relevant client record and auto-includes their logo — alongside your agency's branding — without you needing to attach or upload anything manually.

✏️ Can recruiters edit the AI-generated submission before sending?

Absolutely. The agent generates a polished first draft that you review inside ATZ CRM before sending. You can adjust wording, add context, change emphasis, or make any other edits. The AI handles the heavy lifting while giving your recruiters full control over every submission that goes out.

📊 Is the submission activity tracked in ATZ CRM?

Yes. Every submission generated and sent via the AI Candidate Submission Agent is logged automatically to both the candidate profile and the client/job record in ATZ CRM. This gives you a complete submission history, delivery tracking, and a clear audit trail — all without any manual logging.

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