Overview
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Systems
HermesLive
FG PipelineLive
n8nLive
Email AutomationLive
BullhornLive
Teams BotLive
WebsiteLive
Webflow CMSLive
Active Work
📧 Email Automation Rollout
Rolling out email drafter workflows to more consultants. Jackson has full label + draft, James has label only. Expanding to Ianthe, Kate, and others.
🌐 Website + Webflow CMS
BH jobs auto-sync to Webflow CMS every 10 min. Apply form pointed at our Firebase CF (XR replaced). CORS fixed. 27 jobs live on limerecruitment.com.au.
🐂 Bullhorn Gateway
Auth gateway live with dynamic swimlane resolution, token caching in Firestore, and fail-fast login. FG → BH job sync next step.
📋 Fieldglass Mapping
Both TMR and QLD Fieldglass hooked up and WORKING to the VM. XML parsing, Firestore storage, Teams + n8n notifications all live. 60+ fields normalised per job.
Automation Roadmap
1
Bullhorn Gateway
Auth refactored, dynamic swimlane, token caching, deployed to prod
100%
2
FG → Bullhorn + Webflow Sync
Webflow CMS sync LIVE. BH gateway live. FG field mapping next
80%
3
Candidate Auto-Mapping
Push shortlisted candidates BH → FG
0%
4
Real-Time Event Bus
Replace handoff emails with BH events
0%
5
AI Enrichment
MIMO for email drafting, candidate screening
10%
6
Hermes Training
Teach the team how to use Hermes day-to-day
15%
7
Safety Guardrails
Restrict access, approval flows, audit logs
5%
Completed
✅ n8n Setup + Make.com Migration — n8n live at n8n.limecmd.com. Make.com subscription cancelled. Email drafter and new job email creator workflows running. 2026-06-15
✅ Teams Bot Integration — Full round-trip: @mention → Hermes → reply in Teams. 2026-06-08
✅ Discord Bot — "Lime Hermes" bot live, sending FG notifications. 2026-06
✅ Fieldglass SFTP Pipeline — QLD + TMR both delivering job XML to GCP VM. Watcher posts to Cloud Function, 60+ fields normalised, Teams + n8n notifications. 2026-06-19
✅ TMR Fieldglass Pipeline + Teams Fix — Fixed attachment bug and status filter. Both QLD (CRRF8) and TMR (LIMEFG) connectors live. 2026-06-23
✅ Azure Admin Consent — Graph API email integration working for all consultants. 2026-06-15
✅ Bullhorn API Credentials Received — Client ID, secret, API username saved. OAuth CF deployed. 2026-06-17
✅ Seek Meeting — Ad optimisation session with Kayla. Key insights on AI matching, salary/title optimisation. 2026-06-17
✅ Wendee Admin Analysis — 40+ emails analysed. 6-10 hrs/week of automatable admin identified. 2026-06-12
✅ Bullhorn Gateway Refactor — Dynamic swimlane resolution, token caching, fail-fast login, modular codebase. PR #1 merged + deployed. 2026-07-23
✅ Webflow CMS Sync — BH jobs auto-sync to website every 10 min. 27 jobs live. Apply form pointed at our Firebase endpoint. XR replaced. 2026-07-27
✅ Website Apply Form Fixed — CORS preflight was blocking all applications. Fixed Access-Control-Allow-Headers. End-to-end verified. 2026-07-28
✅ Firestore Cleanup — Removed dead sourcing_queue collection (23 docs). Audited all collections. 2026-07-28
Blockers
No active blockers — BH gateway live, Webflow CMS sync live, apply form fixed. FG field mapping is next priority.
Tasks & Projects
Less admin, more placements
🎯
The Goal
Every automation we build should reduce admin time so the team can focus on placing candidates. If a task doesn't directly cut admin or speed up placements, we should question whether it needs doing at all.
In Progress
Critical
⚡ Wendee Admin Task Automation (Quick Wins)
Automate the repetitive admin tasks Wendee handles for all consultants — profile prep, advert posting, Bullhorn job creation, handoff emails. 6-10 hrs/week of copy-paste work that follows the same pattern every time.
Goal
Remove the repetitive grunt work from Wendee's plate so she (and the whole team) can focus on BD, client relationships, and the work that actually makes Lime money. Not replacing Wendee — freeing her up for higher-impact tasks.
Why
Email analysis (40+ emails over 5 days from 6 consultants) revealed Wendee spends 6-10 hours/week on the same 4 tasks on repeat:
1. Profile prep & submission (~15-20x/wk, 2-3 hrs) — Kate & James forward candidate emails saying "prepare" or "submit 73 plus super". Wendee pulls the resume, formats to standard layout, submits to client.
2. Posting adverts to job boards (~8-10x/wk, 1.5-2.5 hrs) — Ianthe & Kate send job # + teaser, Wendee posts to Seek/other boards.
3. Creating jobs in Bullhorn from Fieldglass (~5-8x/wk, 1.5-2.5 hrs) — Mel & Daniel forward Fieldglass notifications with "add to BH in Dan's name, draft advert, send to Dan".
4. Sending handoff emails (~5-8x/wk, 0.5-1.5 hrs) — Kate forwards candidate with one word: "handoff".
Over a year = 300-500 hours of copy-paste admin. James and Kate alone account for over half.
1. Profile prep & submission (~15-20x/wk, 2-3 hrs) — Kate & James forward candidate emails saying "prepare" or "submit 73 plus super". Wendee pulls the resume, formats to standard layout, submits to client.
2. Posting adverts to job boards (~8-10x/wk, 1.5-2.5 hrs) — Ianthe & Kate send job # + teaser, Wendee posts to Seek/other boards.
3. Creating jobs in Bullhorn from Fieldglass (~5-8x/wk, 1.5-2.5 hrs) — Mel & Daniel forward Fieldglass notifications with "add to BH in Dan's name, draft advert, send to Dan".
4. Sending handoff emails (~5-8x/wk, 0.5-1.5 hrs) — Kate forwards candidate with one word: "handoff".
Over a year = 300-500 hours of copy-paste admin. James and Kate alone account for over half.
Is it needed?
Yes — highest frequency automation, and some can be done NOW. Unlike the FG→BH pipeline (blocked on API), profile prep and formatting can be automated immediately with existing code. This is the fastest path to visible time savings.
Status
Analysis complete. Email with findings drafted for Paul & Cass. Ready to build: Profile prep/formatting code already exists (from Govy work). Can auto-format candidate profiles to Lime's standard layout for every role. Advert posting and Bullhorn job creation need API access (blocked on Bullhorn OAuth). Handoff emails can be templated now, auto-sent once connected.
What's next
1. Profile prep automation — use existing formatting code to auto-generate standardised candidate submissions. Consultant forwards email → Hermes extracts candidate details → formats to Lime layout → draft ready to send. (No API needed — can build now)
2. Advert posting automation — parse job # + teaser from consultant email → auto-post to job boards. (Needs: job board API access)
3. Bullhorn job creation — parse Fieldglass notification → auto-create job in Bullhorn → assign to consultant → draft advert. (Needs: Bullhorn API)
4. Handoff email templates — build template-driven handoff flow: consultant says "handoff" → Hermes drafts and sends. (Can template now, auto-send once email is connected)
5. Other admin tasks — client contact additions, tearsheet management, role reassignment, CV updates (all follow same pattern: parse email → update Bullhorn)
6. Extend to all consultants — James, Kate, Mel, Daniel, Ianthe all send similar requests. One system handles all.
2. Advert posting automation — parse job # + teaser from consultant email → auto-post to job boards. (Needs: job board API access)
3. Bullhorn job creation — parse Fieldglass notification → auto-create job in Bullhorn → assign to consultant → draft advert. (Needs: Bullhorn API)
4. Handoff email templates — build template-driven handoff flow: consultant says "handoff" → Hermes drafts and sends. (Can template now, auto-send once email is connected)
5. Other admin tasks — client contact additions, tearsheet management, role reassignment, CV updates (all follow same pattern: parse email → update Bullhorn)
6. Extend to all consultants — James, Kate, Mel, Daniel, Ianthe all send similar requests. One system handles all.
In Progress
Critical
🔄 Fieldglass → Bullhorn + Webflow Job Pipeline
Auto-ingest FG jobs into Bullhorn, notify via Teams, generate ads, draft outreach. Currently blocked on Bullhorn API access.
Goal
When a new Fieldglass job comes in, automatically extract details, create the job in Bullhorn, notify consultants via Teams, generate a job ad, and draft candidate outreach messages — all within minutes instead of 15-20 mins of manual copy-paste per job.
Why
This is the #1 admin bottleneck. Currently: email notification → open Fieldglass → copy/paste into workbook → manually create in Bullhorn. Every single job goes through this. It also blocks candidate sourcing — we can't search for candidates until the job exists in Bullhorn.
Is it needed?
Yes — highest impact automation. Everything else builds on this. Candidate sourcing, handoff emails, ranking, shortlisting — all require jobs to be in Bullhorn first. No shortcut around it.
Status
BH gateway live and verified. FG webhook receiver receiving jobs to Firestore. Ready to build: FG field mapping → BH job creation, Webflow CMS sync for website job board, Teams notification, ad generation, outreach drafting.
What's next
1. Map Fieldglass webhook schema → Bullhorn job fields
2. Build auto-create job in Bullhorn via API (once OAuth is live)
3. Auto-notify consultants via Teams when new job lands
4. Generate job ad from extracted details (Lime-branded PD)
5. Draft candidate outreach message (email + SMS template)
6. 🔔 Benchmark note: Cass wants to trial this side-by-side — she'll source manually while Hermes runs the same job, to validate accuracy before trusting it
2. Build auto-create job in Bullhorn via API (once OAuth is live)
3. Auto-notify consultants via Teams when new job lands
4. Generate job ad from extracted details (Lime-branded PD)
5. Draft candidate outreach message (email + SMS template)
6. 🔔 Benchmark note: Cass wants to trial this side-by-side — she'll source manually while Hermes runs the same job, to validate accuracy before trusting it
In Progress
Critical
🎯 Candidate Sourcing & Ranking System
Seek + BH dual-source pipeline LIVE. Auto-triggers on new FG job, ranks with MiMo, drafts to Jackson's inbox. LinkedIn + outreach tracking still to come.
Goal
Automatically search Seek Advertiser + LinkedIn for matching candidates when a job comes in, send outreach, track responses, auto-rank candidates by fit, and surface the top picks — so consultants focus on the best 5 candidates instead of manually sorting through 100+ responses.
Why
Currently consultants either "spear fish" (call 4 people, hope one works) or "cast a net" (get 100 responses, sort through at 7pm). Neither scales. As volume grows to 200-400 applications per role, manual sorting becomes impossible. The biggest mental load on recruiters is remembering who the best candidate was from 3 days ago and chasing them before closing.
Is it needed?
Yes — this is where the time savings compound. The job pipeline gets jobs into Bullhorn; this finds the people. Without ranking, more candidates just means more noise. The ranking system is what turns volume into advantage.
Status
Seek + BH dual-source pipeline is LIVE (Jul 2026). Auto-triggers when n8n handoff workflow fires, runs both sources in parallel, creates ranked email drafts in Jackson's inbox.
What works:
• Seek scraping via cmux browser (6 pages, ~120 candidates)
• MiMo v2.5-pro ranking (8192 max_tokens, 5 batches of 8)
• BH REST API Lucene search (occupation + QLD filter, placement check)
• Email drafts with color-coded scores, clickable profile links
• Trigger server on port 9876 (launchd daemon)
Known issues:
• n8n Docker container needs host.docker.internal fix (extra_hosts added to docker-compose.yml, needs n8n restart)
• BH scorer caps at >100 (scoring weights exceed 100pts — needs normalisation)
• BH last_roles parsing not working (empty arrays in output)
• MiMo ranking takes ~10 min for 120 candidates (reasoning overhead)
Not yet built:
• LinkedIn Recruiter integration
• Outreach response tracking → auto-update BH status
• Chase list (flag unresponsive top candidates before closing)
What works:
• Seek scraping via cmux browser (6 pages, ~120 candidates)
• MiMo v2.5-pro ranking (8192 max_tokens, 5 batches of 8)
• BH REST API Lucene search (occupation + QLD filter, placement check)
• Email drafts with color-coded scores, clickable profile links
• Trigger server on port 9876 (launchd daemon)
Known issues:
• n8n Docker container needs host.docker.internal fix (extra_hosts added to docker-compose.yml, needs n8n restart)
• BH scorer caps at >100 (scoring weights exceed 100pts — needs normalisation)
• BH last_roles parsing not working (empty arrays in output)
• MiMo ranking takes ~10 min for 120 candidates (reasoning overhead)
Not yet built:
• LinkedIn Recruiter integration
• Outreach response tracking → auto-update BH status
• Chase list (flag unresponsive top candidates before closing)
What's next
1. Restart n8n with Docker networking fix — docker compose down/up in ~/n8n (extra_hosts added)
2. Fix BH scorer — normalise scores to 0-100 max
3. Fix BH last_roles — resume parsing returning empty arrays
4. Set up LinkedIn Recruiter access for Hermes
5. Track outreach responses → auto-update Bullhorn status (KSC received)
6. Build "chase list" — on closing morning, flag top candidates who haven't responded
7. Build long list → short list flow with quality scoring
8. 🔔 Benchmark note: Ferg and Dan "spear fish" (targeted), Kate and Cass "cast a net" (volume). The system needs to support both styles — filtering/ranking for volume, and targeted search for specific candidates
2. Fix BH scorer — normalise scores to 0-100 max
3. Fix BH last_roles — resume parsing returning empty arrays
4. Set up LinkedIn Recruiter access for Hermes
5. Track outreach responses → auto-update Bullhorn status (KSC received)
6. Build "chase list" — on closing morning, flag top candidates who haven't responded
7. Build long list → short list flow with quality scoring
8. 🔔 Benchmark note: Ferg and Dan "spear fish" (targeted), Kate and Cass "cast a net" (volume). The system needs to support both styles — filtering/ranking for volume, and targeted search for specific candidates
Credentials Received
Creds Received
🔗 Bullhorn Integration — OAuth, API & Herefish Cleanup
✅ API credentials received from Bullhorn (17 Jun). Client ID, secret, API username saved to .env. Next: generate API password in Bullhorn admin (needs Paul). Herefish audit done: 969 active automations, ~700 stale.
Goal
Get Bullhorn API access via OAuth 2.0, then use it to audit and clean up Herefish workflows, remove unused ones, and add missing automations. One task, two phases: credentials first, cleanup second.
Why
OAuth: Every Bullhorn automation downstream (job sync, candidate mapping, event bus) needs programmatic API access. Currently tokens are obtained manually — this blocks everything.
Herefish: A new workflow gets created for every mailout/text campaign, leaving a pile of abandoned workflows. Hard to tell what's active vs unused. Cleaning this up means Herefish handles routine stuff (rejection emails, KSC acknowledgements) automatically instead of manually.
Herefish: A new workflow gets created for every mailout/text campaign, leaving a pile of abandoned workflows. Hard to tell what's active vs unused. Cleaning this up means Herefish handles routine stuff (rejection emails, KSC acknowledgements) automatically instead of manually.
Is it needed?
Yes — the gateway to everything Bullhorn. OAuth enables all API automation. Herefish cleanup is a quick win since it's already built into Bullhorn — no cost or integration work, just tidy it up. Both reduce admin time directly.
Status
Phase 1 — OAuth: Cloud Function (
Credentials (saved to .env):
• Client ID:
• Client Secret:
• API Username:
• Data center: 60 (CLS60, APAC/Singapore)
• Refresh tokens: Enabled
⚠️ Still needed: Generate API password in Bullhorn admin (Admin → Users → limeauto.restapi → generate password). Requires Paul's admin access. This is the one blocker before we can test the auth flow.
Bullhorn Support Tickets:
• Ticket 06070357 (Mosia) — auto-closed, never responded.
• Ticket 06097317 (15 Jun 2026) — ✅ API access granted. Gopi Modi sent credentials 16 Jun 2026.
• Ticket 06071354 (Dan) — tearsheet ticket, can be closed.
Phase 2 — Herefish Audit (completed 2026-06-09):
• 969 active automations — massive bloat, most are stale
• 50 hibernated automations
• Jobs from Jan/Feb 2026 still "Active" and emailing candidates (closed 4-5 months ago)
• No groups/organization — almost all have empty Groups column
• Duplicates found: e.g. "PM QCS 7/4/26 capital works" (57 active) + "pm qcs 7/4/26" (61 active)
• Broken automations: "Happy Birthday!" (0/0 never fired), "AR - Auto response" (0 active, 754 total — may not trigger)
• No cleanup process — automations stay Active forever
• Types: mostly Candidate-based, 1 Submission-based, 1 Placement-based (27-step onboarding)
• Most have 2 steps (initial + follow-up), some 3-4 steps
bullhornOAuth) deployed and ready (callback, token storage, auto-refresh). ✅ API credentials received from Bullhorn on 17 Jun 2026.Credentials (saved to .env):
• Client ID:
6e04b191-410d-43e1-a78a-13b09ce25575• Client Secret:
2tuujyViVxOc3F83YLSRZlvW• API Username:
limeauto.restapi• Data center: 60 (CLS60, APAC/Singapore)
• Refresh tokens: Enabled
⚠️ Still needed: Generate API password in Bullhorn admin (Admin → Users → limeauto.restapi → generate password). Requires Paul's admin access. This is the one blocker before we can test the auth flow.
Bullhorn Support Tickets:
• Ticket 06070357 (Mosia) — auto-closed, never responded.
• Ticket 06097317 (15 Jun 2026) — ✅ API access granted. Gopi Modi sent credentials 16 Jun 2026.
• Ticket 06071354 (Dan) — tearsheet ticket, can be closed.
Phase 2 — Herefish Audit (completed 2026-06-09):
• 969 active automations — massive bloat, most are stale
• 50 hibernated automations
• Jobs from Jan/Feb 2026 still "Active" and emailing candidates (closed 4-5 months ago)
• No groups/organization — almost all have empty Groups column
• Duplicates found: e.g. "PM QCS 7/4/26 capital works" (57 active) + "pm qcs 7/4/26" (61 active)
• Broken automations: "Happy Birthday!" (0/0 never fired), "AR - Auto response" (0 active, 754 total — may not trigger)
• No cleanup process — automations stay Active forever
• Types: mostly Candidate-based, 1 Submission-based, 1 Placement-based (27-step onboarding)
• Most have 2 steps (initial + follow-up), some 3-4 steps
What's next
Phase 1 — OAuth:
1.Paul: Send follow-up email to Mosia (ticket 06070357) — ✅ Done (15 Jun 2026). New ticket submitted.
2.Jackson: Reply to Bullhorn support (ticket 06097317) with OAuth config — ✅ Done (16 Jun 2026).
3.Bullhorn: provisions dedicated API user + sends Client ID & Client Secret — ✅ Done (16 Jun 2026). Credentials received.
4. Jackson + Paul: Log into Bullhorn admin → Admin → Users →
5. Test the full OAuth flow end-to-end
6. Build Bullhorn data sync (jobs, candidates, placements → Firebase)
Phase 2 — Herefish Cleanup (IMMEDIATE):
1. Hibernate all automations for jobs closed 30+ days ago — est. ~600-700 of 969 are stale
2. Find and remove duplicates (search for similar names/dates)
3. Fix "Happy Birthday" automation (0/0 = broken trigger)
4. Check "AR - Auto response" trigger configuration
Phase 2 — Herefish Organization (SHORT TERM):
5. Create Groups: by client (TMR, QCS, Seqwater, etc.) and by status (Active Jobs, Closed, Evergreen)
6. Standardize naming: [Status] [Role] [Client] [DD/MM/YY]
7. Create automation templates for common role types
Phase 2 — Herefish Ongoing:
8. Set up weekly review process to pause/hibernate old automations
9. Set up alerts when automations have 0 active for 30+ days
10. Build dashboard view of Herefish automation health metrics
1.
2.
3.
4. Jackson + Paul: Log into Bullhorn admin → Admin → Users →
limeauto.restapi → generate password. Add BULLHORN_API_PASSWORD to .env. (BLOCKER — needs Paul's admin access)5. Test the full OAuth flow end-to-end
6. Build Bullhorn data sync (jobs, candidates, placements → Firebase)
Phase 2 — Herefish Cleanup (IMMEDIATE):
1. Hibernate all automations for jobs closed 30+ days ago — est. ~600-700 of 969 are stale
2. Find and remove duplicates (search for similar names/dates)
3. Fix "Happy Birthday" automation (0/0 = broken trigger)
4. Check "AR - Auto response" trigger configuration
Phase 2 — Herefish Organization (SHORT TERM):
5. Create Groups: by client (TMR, QCS, Seqwater, etc.) and by status (Active Jobs, Closed, Evergreen)
6. Standardize naming: [Status] [Role] [Client] [DD/MM/YY]
7. Create automation templates for common role types
Phase 2 — Herefish Ongoing:
8. Set up weekly review process to pause/hibernate old automations
9. Set up alerts when automations have 0 active for 30+ days
10. Build dashboard view of Herefish automation health metrics
📧 Follow-up Email for Paul → Mosia (copy & send)
Hi Mosia,
I'm following up on my previous email regarding ticket 06070357 — we're looking to set up API integration with Bullhorn for our recruitment automation system.
To recap, we need:
• A brand new, dedicated API user account (please don't modify any existing accounts or keys currently in use)
• OAuth 2.0 credentials (Client ID & Client Secret)
Our OAuth configuration details:
• Product Name: Lime Recruitment Automation
• Redirect URI: https://australia-southeast1-lime-automation.cloudfunctions.net/bullhornOAuth/callback
• Terms of Service: https://lime-automation.web.app/terms.html
This integration will allow us to automatically sync job data between our systems and Bullhorn, which will significantly reduce manual data entry for our team.
Also — regarding ticket 06071354 (Tearsheet creation via Herefish), we've decided to handle that via the REST API instead, so that ticket can be closed.
Could you let us know the expected timeframe for the API user provisioning?
Thanks,
Paul
I'm following up on my previous email regarding ticket 06070357 — we're looking to set up API integration with Bullhorn for our recruitment automation system.
To recap, we need:
• A brand new, dedicated API user account (please don't modify any existing accounts or keys currently in use)
• OAuth 2.0 credentials (Client ID & Client Secret)
Our OAuth configuration details:
• Product Name: Lime Recruitment Automation
• Redirect URI: https://australia-southeast1-lime-automation.cloudfunctions.net/bullhornOAuth/callback
• Terms of Service: https://lime-automation.web.app/terms.html
This integration will allow us to automatically sync job data between our systems and Bullhorn, which will significantly reduce manual data entry for our team.
Also — regarding ticket 06071354 (Tearsheet creation via Herefish), we've decided to handle that via the REST API instead, so that ticket can be closed.
Could you let us know the expected timeframe for the API user provisioning?
Thanks,
Paul
🧹 Bullhorn Data Cleanup & Enrichment
High
Goal
Clean and enrich the Bullhorn database — remove stale/inaccurate candidate records, update contact details, fill in missing fields — so that sourcing and ranking algorithms work against accurate data.
Why
Paul said it directly: "We really need to clean data." Bullhorn has old resumes, incorrect contact details, and outdated skills. If we run AI sourcing against dirty data, we'll get garbage results. This is the foundation that makes candidate ranking trustworthy. Also: the team needs to commit to "everything goes in Bullhorn" — meeting notes, candidate interactions, all of it.
Is it needed?
Yes — prerequisite for good sourcing. We could skip it and accept lower quality results, but Cass already doesn't trust the automation. Running it against bad data will confirm her fears. Clean data first, then source.
Status
Not started. Blocked on: Bullhorn API access. Once OAuth is live, we can programmatically audit records.
What's next
1. Wait for Bullhorn API credentials
2. Export candidate records via API — identify duplicates, stale records, missing fields
3. Use AI to enrich records (LinkedIn profile matching, contact verification)
4. Remove or archive candidates not updated in 12+ months
5. Establish "everything in Bullhorn" team convention
6. 🔔 Note: Hermes can use web search + LinkedIn to enrich profiles automatically once API access is live
2. Export candidate records via API — identify duplicates, stale records, missing fields
3. Use AI to enrich records (LinkedIn profile matching, contact verification)
4. Remove or archive candidates not updated in 12+ months
5. Establish "everything in Bullhorn" team convention
6. 🔔 Note: Hermes can use web search + LinkedIn to enrich profiles automatically once API access is live
📨 Handoff Email Automation
Medium
Goal
Replace the manual handoff email process with an automated opt-in flow: simple "Are you interested?" email first → if yes, auto-send full handoff/KSC → on closing day morning, auto-chase anyone still on "handoff" status → auto-update Bullhorn when responses come back.
Why
Currently Cass manually sends handoff emails, manually tracks who responded, and starts shortlisting at 7pm because she doesn't know until the last minute who's interested. The "Are you interested?" opt-in model is lower friction for candidates — they just reply yes/no instead of filling out a full KSC. Auto-chasing on closing day means consultants don't forget to follow up with good candidates.
Is it needed?
Yes — directly reduces evening/weekend work. Cass shortlisting at 7pm is a symptom of no automated follow-up. This fixes the root cause. Also integrates with the ranking system — chase the TOP candidates first, not just anyone.
Status
Email infrastructure is live — Graph API connected, n8n running email drafter workflow, 6 labels configured, drafts appearing in Outlook. However, the specific opt-in flow ("Are you interested?" → auto-send full handoff) and closing-day chase are not yet built. Depends on Bullhorn API for status updates and candidate matching.
What's next
1. Design the opt-in email template ("Interested? Reply yes for more info")
2. Build n8n workflow: job created → send opt-in to matched candidates
3. Track responses → auto-send full handoff when candidate says yes
4. Build closing-day chase: morning of closing, email all "handoff" status who haven't responded
5. Auto-update Bullhorn: KSC received when candidate submits
6. Handle bounced emails — auto-flag candidates with bad email addresses in Bullhorn for contact detail update
7. 🔔 Note: Text/SMS outreach could complement email — Paul wants candidates to just reply to opt in, not fill out forms
2. Build n8n workflow: job created → send opt-in to matched candidates
3. Track responses → auto-send full handoff when candidate says yes
4. Build closing-day chase: morning of closing, email all "handoff" status who haven't responded
5. Auto-update Bullhorn: KSC received when candidate submits
6. Handle bounced emails — auto-flag candidates with bad email addresses in Bullhorn for contact detail update
7. 🔔 Note: Text/SMS outreach could complement email — Paul wants candidates to just reply to opt in, not fill out forms
⚖️ Cass Benchmark: Agent vs Human Sourcing
Medium
Goal
Run a side-by-side trial where Cass sources candidates manually for a role while Hermes sources the same role independently. Compare results to validate that the agent finds the same (or better) candidates, building trust in the automation before rolling it out team-wide.
Why
Cass (co-founder) explicitly said she wants to trial this. She doesn't want to miss candidates by trusting automation she hasn't seen work. This is a trust-building exercise — if Cass sees Hermes finding the same people she finds (plus some she missed), she'll champion the tool to the rest of the team. Without this, adoption will be slow.
Is it needed?
Yes — critical for adoption. The best automation is useless if the team doesn't trust it. This benchmark converts sceptics into advocates. It's also a real-world quality check — if Hermes misses people Cass finds, we need to fix the sourcing before rolling out.
Status
Not started. Need the candidate sourcing pipeline working first before we can run a fair comparison.
What's next
1. Get candidate sourcing pipeline working (Seek + Bullhorn)
2. Pick a real role — Cass sources manually, Hermes sources independently
3. Compare candidate lists: overlap, misses, and extras
4. Document results — how many found by both, how many only by one
5. Use results to tune the sourcing algorithm
6. 🔔 Important: Run this 3-5 times across different skill sets for a meaningful benchmark. One role could be a fluke.
2. Pick a real role — Cass sources manually, Hermes sources independently
3. Compare candidate lists: overlap, misses, and extras
4. Document results — how many found by both, how many only by one
5. Use results to tune the sourcing algorithm
6. 🔔 Important: Run this 3-5 times across different skill sets for a meaningful benchmark. One role could be a fluke.
👤 Per-User Hermes Instances
Medium
Goal
Set up separate Hermes instances (or profiles) for each team member — starting with Paul — so everyone gets personalised email triage, morning dashboards, and task management without interfering with each other's workflows.
Why
Paul wants his own Hermes for: morning email summaries, dynamic triage (not static Outlook rules), approve/reject workflows for routine emails, rental property tracking. If Ferg tells the shared Hermes to make apple pie recipes, it shouldn't affect Paul's email workflow. Each person needs their own context, preferences, and memory.
Is it needed?
Yes, but only after the shared tools are stable. The shared Hermes (Discord/Teams) handles team workflows. Per-user instances handle personal admin. They're complementary, but the shared tools should work first. Paul's instance is the priority — as owner, his time is the most expensive.
Status
Not started. Hermes supports profiles (separate config/memory per profile). Need to decide: separate instances vs profiles on the same instance.
What's next
1. Set up Paul's Hermes profile (separate memory, email access, preferences)
2. Build morning dashboard skill (email summary, tasks, key metrics)
3. Build email triage skill (read inbox, categorise, suggest actions, wait for approval)
4. Test with Paul for 1-2 weeks
5. Roll out profiles for Cass, Ferg, Dan as needed
6. 🔔 Note: Paul mentioned learning his email tone from sent items — needs privacy consideration
2. Build morning dashboard skill (email summary, tasks, key metrics)
3. Build email triage skill (read inbox, categorise, suggest actions, wait for approval)
4. Test with Paul for 1-2 weeks
5. Roll out profiles for Cass, Ferg, Dan as needed
6. 🔔 Note: Paul mentioned learning his email tone from sent items — needs privacy consideration
🎓 Hermes Team Training
Medium
Goal
Get Paul, Cass, Ferg, Kate, and Dan comfortable using Hermes day-to-day for candidate searches, email drafting, job summaries, and general questions — without creating more noise.
Why
Hermes is only useful if the team actually uses it. Right now only Jackson interacts with it. But Paul raised a key concern: "You don't want to create more noise." If everyone's adding tasks and call lists, it'll get clogged. Training needs to include conventions, not just how-to.
Is it needed?
Yes, but after tools are stable and conventions are set. No point training people on something still being built. Do this after n8n and Fieldglass automation are working.
Status
Not started. Teams bot and Discord bot are live. Ferg has used it for client prospecting (auto-created skill). Need training materials and conventions.
What's next
1. Define conventions: what goes in Hermes vs Bullhorn vs Teams vs email
2. Create a "Getting Started" guide with example prompts
3. Document what Hermes can and can't do
4. Live walkthrough session with the team
5. 🔔 Note: Different team members have different styles (Ferg/Dan spear fish, Kate/Cass cast a net). Training should show how Hermes adapts to each style.
2. Create a "Getting Started" guide with example prompts
3. Document what Hermes can and can't do
4. Live walkthrough session with the team
5. 🔔 Note: Different team members have different styles (Ferg/Dan spear fish, Kate/Cass cast a net). Training should show how Hermes adapts to each style.
🔒 Safety Guardrails
Medium
Goal
Prevent accidental damage — restrict who can do what, require approval for destructive actions, hide secrets from chat, and log everything.
Why
As more people use Hermes, the risk of someone accidentally deleting files, exposing API keys, or changing config increases. Jackson already requested removing "restart gateway" from auto-approve. We need guardrails before rolling out to the wider team.
Is it needed?
Yes, but only before team-wide rollout. While it's just Jackson using it, the risk is low. Build this in parallel with training.
Status
Partially started — Jackson removed "restart gateway" from auto-approve list. Otherwise Hermes has full access to everything.
What's next
1. Audit and restrict auto-approve list (remove destructive actions)
2. Add approval flow for file deletes, deploys, config changes
3. Ensure secrets never appear in chat responses
4. Create audit log of all Hermes actions
5. Set up per-user tool restrictions
2. Add approval flow for file deletes, deploys, config changes
3. Ensure secrets never appear in chat responses
4. Create audit log of all Hermes actions
5. Set up per-user tool restrictions
Not Started
Medium
🔗 LinkedIn ↔ Bullhorn Connection Mapping
Enhance the recruitment process by integrating LinkedIn data into Bullhorn to identify overlapping connections between candidates and hiring managers, prioritising candidates with existing relationships.
Goal
Integrate LinkedIn data into Bullhorn so recruiters can see which candidates have existing connections (1st, 2nd degree) with hiring managers or team members. Surface these overlaps as "warm connection" indicators during candidate selection — giving recruiters a relationship edge when shortlisting. Streamline the process, reduce administrative tasks, and enable recruiters to focus on engaging with the best candidates.
Why
Cass is exploring ideas to enhance the automation process, aiming for the best outcome. One suggestion is to leverage AI to identify connections between candidates and clients, potentially prioritising candidates with existing relationships. Candidates with existing relationships to the hiring team are more likely to succeed culturally and get faster responses. Currently this insight lives only in recruiters' heads ("I think Ferg knows someone at QPS..."). Automating it surfaces hidden connections that humans miss or forget.
Is it needed?
Not yet — but a strong differentiator once core automations are live. This won't save admin time directly (so lower priority than job sync and handoff automation), but it could improve placement rates and give Lime a competitive edge. Cass's idea — added to the roadmap for after initial reactions are addressed.
Status
Idea stage only. Proposed by Cass as part of the broader AI enhancement strategy. Not scoped or designed yet. Depends on: Bullhorn API access (to read candidate/client data), LinkedIn access (to map connections), and the candidate sourcing pipeline being functional.
What's next
1. Wait for Bullhorn API credentials and candidate sourcing pipeline
2. Research LinkedIn API options for connection mapping (Recruiter API vs Sales Navigator vs scraping)
3. Design data model: candidate → LinkedIn profile → connections → Bullhorn contacts
4. Build overlap detection: match LinkedIn connections against Bullhorn hiring managers/clients
5. Surface "warm connection" badges in candidate ranking results
6. 🔔 Note from Cass: This is about leveraging AI to identify connections between candidates and clients — potentially prioritising candidates with existing relationships. Added to roadmap for post-launch enhancement.
2. Research LinkedIn API options for connection mapping (Recruiter API vs Sales Navigator vs scraping)
3. Design data model: candidate → LinkedIn profile → connections → Bullhorn contacts
4. Build overlap detection: match LinkedIn connections against Bullhorn hiring managers/clients
5. Surface "warm connection" badges in candidate ranking results
6. 🔔 Note from Cass: This is about leveraging AI to identify connections between candidates and clients — potentially prioritising candidates with existing relationships. Added to roadmap for post-launch enhancement.
Not Started
Medium
📧 Automated Client Outreach (Job Ad Response)
Automate outreach to companies with job ads that haven't received suitable candidates — send personalised emails with candidate summaries from Lime's 158,000-strong database.
Goal
Build an automated system that identifies companies who have posted job ads but haven't received suitable candidates, then sends personalised emails with relevant candidate summaries from Lime's database (158,000 candidates). Target smaller companies and generate more permanent work opportunities.
Why
Many smaller companies post jobs and struggle to find suitable candidates through their own channels. Lime has a massive candidate database (158K) that could fill these roles — but manually identifying and reaching out to these companies is time-consuming and doesn't scale. Automating this outreach turns Lime's existing database into a proactive business development asset.
Is it needed?
Potentially high-value — but needs careful scoping. This is essentially automated BD that leverages the candidate database. Could generate significant new permanent placements if the targeting and personalisation are right. However, email deliverability, spam compliance (Australian Spam Act), and personalisation quality need to be nailed before scaling. Similar in concept to the existing New Job Email Creator n8n workflow but flipped — reaching OUT to clients instead of responding to inbound.
Status
Proposal stage. Cass is exploring this as part of the broader automation enhancement strategy. Not scoped or designed yet. Depends on: candidate search/filtering capability, email sending infrastructure (Graph API), and a source of job ads to monitor (Seek, Indeed, or Bullhorn).
What's next
1. Define the data source: where do we find companies with unfilled job ads? (Seek API, Indeed, Bullhorn job board, manual list)
2. Build candidate matching: given a job ad, search Lime's database for suitable candidates
3. Draft personalised email templates: "We noticed you're hiring for X — we have Y candidates in our database who match..."
4. Set up email sending via Graph API (already configured for other workflows)
5. Add tracking: open rates, response rates, placement conversions
6. Start with a small batch (10-20 companies) to validate before scaling
7. 🔔 Note: Ensure compliance with Australian Spam Act — opt-out mechanism, sender identification, and consent requirements must be addressed.
2. Build candidate matching: given a job ad, search Lime's database for suitable candidates
3. Draft personalised email templates: "We noticed you're hiring for X — we have Y candidates in our database who match..."
4. Set up email sending via Graph API (already configured for other workflows)
5. Add tracking: open rates, response rates, placement conversions
6. Start with a small batch (10-20 companies) to validate before scaling
7. 🔔 Note: Ensure compliance with Australian Spam Act — opt-out mechanism, sender identification, and consent requirements must be addressed.
Not Started
High
🔍 Seek Ad Optimisation & Automation
Three-part automation: (1) AI agent that creates optimised Seek ads from job data, (2) 72-hour post-ad performance analysis cron that adjusts ads based on analytics, (3) review application emails against Seek best practices. Based on Seek meeting 17 Jun 2026.
Goal
Turn Seek's ad optimisation best practices into an automated system that creates high-performing job ads, monitors their performance, and adjusts them — so consultants get better candidates without manually tweaking ads. Also review Lime's internal application emails against Seek's recommendations.
Why
From the Seek meeting (17 Jun 2026):
Market context: QLD job ads down 10% but applications per ad are UP — more competitive. Less ads = each ad needs to stand out more. Seek's AI reads every ad and matches candidates based on content quality.
How Seek's AI works:
• Seek AI reads ad content, job title, salary, skills, requirements on posting
• Analyses candidate behaviour: scroll pauses, hovers, shortlists, successful placements
• Positions different ads to different candidates based on their behaviour profile
• Gives on-platform and off-platform recommendations to candidates
• Provides explainability for why a candidate is a strong fit
Ad performance funnel: Exposure (title) → Impressions (title+salary+summary) → Clicks (bullet points) → Completed applications
Key optimisation levers:
• Job title: Add specialty after dash (e.g., "Project Manager — Finance Transformation"). Specific titles get better exposure than generic ones. Put AO banding at END of title if required.
• Salary field (80 chars): Always put something meaningful — hybrid working, competitive rate, location perks. 7 ads had blank salary fields.
• Short summary (150 chars): Use for benefits — CBD location, hybrid, career progression, free parking
• Benefit bullet points: Need branding package (basic+branding ~$80 extra). Shows work-life balance, flexibility, salary. Currently all ads are basic ads with no benefit bullets.
• Ad body: 2-3 sentences about role, 5 bullet duties, 5 bullet requirements. Short, scannable, mobile-first. Big walls of text = candidates skip.
• AI writing tool: Seek has built-in AI to help write ads. Can upload PD and it generates content. Wendy could use this.
Lime's current ad performance: Great exposure and impressions (better than benchmarks). But some ads have very low click-to-impression conversion — wrong candidates seeing the ad. Some ads have red completion rates (30% less than benchmark). 7 ads with blank salary fields.
Market context: QLD job ads down 10% but applications per ad are UP — more competitive. Less ads = each ad needs to stand out more. Seek's AI reads every ad and matches candidates based on content quality.
How Seek's AI works:
• Seek AI reads ad content, job title, salary, skills, requirements on posting
• Analyses candidate behaviour: scroll pauses, hovers, shortlists, successful placements
• Positions different ads to different candidates based on their behaviour profile
• Gives on-platform and off-platform recommendations to candidates
• Provides explainability for why a candidate is a strong fit
Ad performance funnel: Exposure (title) → Impressions (title+salary+summary) → Clicks (bullet points) → Completed applications
Key optimisation levers:
• Job title: Add specialty after dash (e.g., "Project Manager — Finance Transformation"). Specific titles get better exposure than generic ones. Put AO banding at END of title if required.
• Salary field (80 chars): Always put something meaningful — hybrid working, competitive rate, location perks. 7 ads had blank salary fields.
• Short summary (150 chars): Use for benefits — CBD location, hybrid, career progression, free parking
• Benefit bullet points: Need branding package (basic+branding ~$80 extra). Shows work-life balance, flexibility, salary. Currently all ads are basic ads with no benefit bullets.
• Ad body: 2-3 sentences about role, 5 bullet duties, 5 bullet requirements. Short, scannable, mobile-first. Big walls of text = candidates skip.
• AI writing tool: Seek has built-in AI to help write ads. Can upload PD and it generates content. Wendy could use this.
Lime's current ad performance: Great exposure and impressions (better than benchmarks). But some ads have very low click-to-impression conversion — wrong candidates seeing the ad. Some ads have red completion rates (30% less than benchmark). 7 ads with blank salary fields.
Is it needed?
Yes — high impact, relatively low effort. Better ads = better candidates = less time sorting through unsuitable applicants. This is a multiplier on everything else we're building. The 72-hour analysis cron is especially valuable — currently nobody reviews ad performance after posting.
Status
Not started. Seek meeting completed 17 Jun 2026. Documentation research needed — Seek has a developer API (developer.seek.com) with GraphQL, Job Posting, Ad Performance, and Optimised Apply endpoints. Also need to review Seek's hiring advice articles at au.employer.seek.com/hiring-advice.
Seek Developer API capabilities found:
• Job Posting API (GraphQL) — create/update/close job ads programmatically
• Ad Performance API — track ad metrics
• Ad Sync — sync positions between ATS and Seek
• Enhanced Job Posting — drafts, position input, display panels
• Partner tokens & browser tokens for auth
Immediate blocker: Seek login session expires on the Mac. Need persistent auth before any cron can work. May be solvable via Seek's Partner API instead of browser automation.
Seek Developer API capabilities found:
• Job Posting API (GraphQL) — create/update/close job ads programmatically
• Ad Performance API — track ad metrics
• Ad Sync — sync positions between ATS and Seek
• Enhanced Job Posting — drafts, position input, display panels
• Partner tokens & browser tokens for auth
Immediate blocker: Seek login session expires on the Mac. Need persistent auth before any cron can work. May be solvable via Seek's Partner API instead of browser automation.
What's next
Part 1 — Seek Ad Creation Agent (Cron):
1. Deep research: read ALL Seek documentation — developer.seek.com API docs, au.employer.seek.com/hiring-advice articles, Laws of Attraction data
2. Create a Hermes skill with Seek's ad writing guidelines as system prompt
3. Build cron agent: when new job arrives (from FG webhook or manual trigger), auto-generate optimised Seek ad content using Seek's best practices
4. Auto-fill: title with specialty, salary field with meaningful content, short summary with benefits, structured body (2-3 sentences + 5+5 bullets)
5. Draft for consultant review before posting (don't auto-post initially)
Part 2 — 72-Hour Ad Analysis Cron:
1. After ad is posted, schedule a cron job to run 72 hours later
2. Pull ad performance data: impressions, clicks, applications, completion rate
3. Compare against Seek benchmarks and similar ads
4. Identify issues: low impression rate (title/salary problem), low click rate (bullet points/summary), low completion rate (body too long/vague)
5. Auto-suggest specific changes (e.g., "Add specialty to title", "Salary field is blank — add hybrid working perk")
6. If authorised, auto-update the ad via Seek API
7. Track improvements over time — did the changes improve performance?
Part 3 — Application Email Review:
1. Review Lime's current application emails (the ones candidates receive when they apply)
2. Compare against Seek's documentation on candidate experience
3. Check: are we providing explainability? Are we nudging candidates to similar roles?
4. Recommend changes to align with Seek's platform behaviour
Part 4 — Seek Documentation Skill:
1. Compile all Seek documentation into a Hermes skill
2. Include: ad writing guidelines, Laws of Attraction data, ad performance funnel metrics, AI matching rules, salary/title best practices
3. This skill becomes the knowledge base for both the ad creation agent and the analysis cron
4. Update skill whenever Seek publishes new guidance
1. Deep research: read ALL Seek documentation — developer.seek.com API docs, au.employer.seek.com/hiring-advice articles, Laws of Attraction data
2. Create a Hermes skill with Seek's ad writing guidelines as system prompt
3. Build cron agent: when new job arrives (from FG webhook or manual trigger), auto-generate optimised Seek ad content using Seek's best practices
4. Auto-fill: title with specialty, salary field with meaningful content, short summary with benefits, structured body (2-3 sentences + 5+5 bullets)
5. Draft for consultant review before posting (don't auto-post initially)
Part 2 — 72-Hour Ad Analysis Cron:
1. After ad is posted, schedule a cron job to run 72 hours later
2. Pull ad performance data: impressions, clicks, applications, completion rate
3. Compare against Seek benchmarks and similar ads
4. Identify issues: low impression rate (title/salary problem), low click rate (bullet points/summary), low completion rate (body too long/vague)
5. Auto-suggest specific changes (e.g., "Add specialty to title", "Salary field is blank — add hybrid working perk")
6. If authorised, auto-update the ad via Seek API
7. Track improvements over time — did the changes improve performance?
Part 3 — Application Email Review:
1. Review Lime's current application emails (the ones candidates receive when they apply)
2. Compare against Seek's documentation on candidate experience
3. Check: are we providing explainability? Are we nudging candidates to similar roles?
4. Recommend changes to align with Seek's platform behaviour
Part 4 — Seek Documentation Skill:
1. Compile all Seek documentation into a Hermes skill
2. Include: ad writing guidelines, Laws of Attraction data, ad performance funnel metrics, AI matching rules, salary/title best practices
3. This skill becomes the knowledge base for both the ad creation agent and the analysis cron
4. Update skill whenever Seek publishes new guidance
📋 Seek Documentation Sources (to research)
Developer API:
• developer.seek.com — GraphQL API, Job Posting, Ad Performance, Ad Sync, Optimised Apply
• Ad Performance API — track ad metrics programmatically
• Job Posting API — create/update/close ads via GraphQL
Hiring Advice:
• au.employer.seek.com/hiring-advice — ad writing tips, market insights
• "4 tips to attract the right candidates" (14 May 2026)
• "Are candidates seeing your job ad? Make these changes" (16 Apr 2026)
• "Job titles: why they matter more than you think" (18 Feb 2026)
• "Laws of Attraction" — data on what candidates want (work-life balance, salary, flexibility, career progression)
From Seek Rep (Kayla) at meeting:
• Seek has the "biggest responsible AI team in the southern hemisphere"
• Candidate behaviour tracking: scroll pauses, hovers, shortlists, successful placements
• Seek AI writing tool built into the platform
• Auto-apply detection work in progress (spam/bot filtering)
• Partner Management team works with ATS integrations (60+ partners)
• Contact: Will Hoyt (partner management) for API integration questions
• developer.seek.com — GraphQL API, Job Posting, Ad Performance, Ad Sync, Optimised Apply
• Ad Performance API — track ad metrics programmatically
• Job Posting API — create/update/close ads via GraphQL
Hiring Advice:
• au.employer.seek.com/hiring-advice — ad writing tips, market insights
• "4 tips to attract the right candidates" (14 May 2026)
• "Are candidates seeing your job ad? Make these changes" (16 Apr 2026)
• "Job titles: why they matter more than you think" (18 Feb 2026)
• "Laws of Attraction" — data on what candidates want (work-life balance, salary, flexibility, career progression)
From Seek Rep (Kayla) at meeting:
• Seek has the "biggest responsible AI team in the southern hemisphere"
• Candidate behaviour tracking: scroll pauses, hovers, shortlists, successful placements
• Seek AI writing tool built into the platform
• Auto-apply detection work in progress (spam/bot filtering)
• Partner Management team works with ATS integrations (60+ partners)
• Contact: Will Hoyt (partner management) for API integration questions
Not Started
Medium
📞 ContactOut — AU Phone Number Lookup API
Evaluate and integrate ContactOut as a lead enrichment API for finding Australian phone numbers when Seek Talent Search and LinkedIn don't have them. Best AU-specific option after ruling out Apollo (poor AU coverage).
Goal
Add a reliable API for finding Australian mobile numbers and direct dials for decision makers (hiring managers, DCs, client contacts) when internal sources (Seek Talent Search, LinkedIn, Bullhorn) don't have them. Wire into Hermes so consultants can ask "find phone for X at Y company" and get results.
Why
Consultants frequently can't find phone numbers for hiring managers or decision makers on Seek Talent Search or LinkedIn. Currently this means manual Googling or giving up. A programmatic lookup API would save time and improve candidate/client outreach. Apollo was evaluated but ruled out due to poor Australian phone number coverage — explicitly flagged by AU reviewers.
Is it needed?
Useful but not urgent. This is a "nice to have" that improves consultant efficiency. Not a blocker for any core automation pipeline. Worth investigating because it could also feed into the candidate sourcing and client outreach automations later.
Why ContactOut?
Evaluation summary (from research):
• ContactOut — $49/mo for Email+Phone (50% off if excluding US/UK data). LinkedIn-sourced data = strong AU professional coverage. API available. Built-in cloud phone dialer. ✅ Best value for AU
• Apollo.io — $49/mo but explicitly flagged as having poor AU phone coverage. ❌ Ruled out
• Cognism / Kaspr — European-first platforms. ❌ Ruled out for AU
• Lusha — ~$49-79/mo. Decent for emails, unreliable for AU mobiles. ⚠️ Secondary option
• Seamless.ai — Free tier available. US-centric. ⚠️ Secondary option
Key differentiator: ContactOut's pricing page has a toggle to "Exclude US/UK Data" for 50% off — meaning AU data is specifically bundled and priced lower than competitors.
• ContactOut — $49/mo for Email+Phone (50% off if excluding US/UK data). LinkedIn-sourced data = strong AU professional coverage. API available. Built-in cloud phone dialer. ✅ Best value for AU
• Apollo.io — $49/mo but explicitly flagged as having poor AU phone coverage. ❌ Ruled out
• Cognism / Kaspr — European-first platforms. ❌ Ruled out for AU
• Lusha — ~$49-79/mo. Decent for emails, unreliable for AU mobiles. ⚠️ Secondary option
• Seamless.ai — Free tier available. US-centric. ⚠️ Secondary option
Key differentiator: ContactOut's pricing page has a toggle to "Exclude US/UK Data" for 50% off — meaning AU data is specifically bundled and priced lower than competitors.
Status
Research complete. ContactOut identified as best option for AU phone numbers. Not yet signed up or tested. Need to validate AU data quality with real contacts before committing.
What's next
1. Sign up for ContactOut free plan
2. Test with 10-20 known Australian contacts — measure phone number hit rate
3. Also test Lusha free tier on same contacts for comparison
4. If ContactOut quality is good, upgrade to $49/mo (Email+Phone, excl US/UK)
5. Get API key and integrate into Hermes for on-demand lookups
6. Consider wiring into candidate sourcing pipeline for auto-enrichment
2. Test with 10-20 known Australian contacts — measure phone number hit rate
3. Also test Lusha free tier on same contacts for comparison
4. If ContactOut quality is good, upgrade to $49/mo (Email+Phone, excl US/UK)
5. Get API key and integrate into Hermes for on-demand lookups
6. Consider wiring into candidate sourcing pipeline for auto-enrichment
📌 Future / Low Priority Items
Low
Items discussed but not yet scoped
BD Automation — Automate business development outreach. Ferg's Queensland Hydro request showed Hermes can research companies and identify contacts. Scale into repeatable BD workflow. Depends on: candidate sourcing working first.
Custom Lime-Branded PDs — Auto-generate branded position descriptions from extracted job data. Paul confirmed: "100%" want this. Depends on: FG→BH pipeline extracting job details.
SMS/Text Outreach — Paul wants candidates to reply to opt in via text. "Hey, we've got a 6-month job with QPS. Reply YES if interested." Lower friction than email. Depends on: handoff automation via email first.
Astute ↔ Bullhorn Sync — Placements manually replicated from Bullhorn into Astute (payroll). Could automate once Bullhorn API is live. Depends on: Bullhorn API access.
Data Privacy Positioning — Market Lime's approach to data privacy as competitive advantage. Needs careful framing since Bullhorn is cloud-hosted. Depends on: mapping data flow.
Custom Lime-Branded PDs — Auto-generate branded position descriptions from extracted job data. Paul confirmed: "100%" want this. Depends on: FG→BH pipeline extracting job details.
SMS/Text Outreach — Paul wants candidates to reply to opt in via text. "Hey, we've got a 6-month job with QPS. Reply YES if interested." Lower friction than email. Depends on: handoff automation via email first.
Astute ↔ Bullhorn Sync — Placements manually replicated from Bullhorn into Astute (payroll). Could automate once Bullhorn API is live. Depends on: Bullhorn API access.
Data Privacy Positioning — Market Lime's approach to data privacy as competitive advantage. Needs careful framing since Bullhorn is cloud-hosted. Depends on: mapping data flow.
Fieldglass Jobs
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🗺️ Process Map
Obsidian vault · All processes, systems, and team · Auto-synced daily
✅ Live
🔵 Testing
⚠️ Partial
❌ Blocked
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📧 Email Analytics
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RECEIVED / DAY
—
SENT / DAY
—
MEDIAN REPLY (min)
—
REPLY RATE
—
UNREAD NOW
⚠️ Stale (no reply >24h)
—
🌙 After Hours
—
📅 Weekend Activity
—
📎 With Attachments
—
🔴 High Importance
—
📊 Daily Volume
📧
Select a user to load data
📂 Email Categories
📂
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🕐 Hourly Distribution (AEST)
🕐
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📅 Day of Week (busiest: —)
📅
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👥 Top Senders
👥
Select a user to load data
⏱ Reply Time Stats
⏱
Select a user to load data
⚠️ Stale Conversations (received >24h ago, no reply sent)
⚠️
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👥 Per-User Breakdown (emails in selected period)
💬 Chats
⚡ Hermes
⚡
Hey, how can I help?
Hermes Agent — connected to your tools, memory, and knowledge.
What can you do?
Draft a candidate email
Source candidates
Show recent sessions
Hermes can make mistakes. Check important info.
BH Field Mapping
Map Fieldglass/Firestore fields to Bullhorn JobOrder fields
FG to BH Job Sync - Field Mapping
Every field from Fieldglass mapped to Bullhorn JobOrders. Fields marked red need custom field creation in Bullhorn.
Field Mapping Table
Review required
| FG Field | BH Field | Status | Type | Notes |
|---|
🏢 Client Corporation → Owner Lookup
Confirmed
| FG Buyer Code | BH Corp ID | Company Name | Owner (Consultant) | Default Contact |
|---|---|---|---|---|
TMRQ |
3311 |
TransLink / Dept of Transport and Main Roads | Kate (Cass shared) | 1632 |
EQLD |
3399 |
Energy Queensland | Dan (Ferg, Mel shared) | ⚠️ Pull pending |
QLDG |
3404 |
Dept of the Premier and Cabinet | Lookup needed (depends on dept) | ⚠️ Pull pending |
RIO |
1984 |
Rio Tinto | Ferg (Mel shared) | ⚠️ Pull pending |
👥 Full Client Allocation (from Lime policy)
Reference
Kate
Queensland Corrective Services
Department of Environment and Science
Dept of State Development
Translink / TMR
NHVR
Health – CHQ, Mater, eHealth, Metro North, Metro South, ADHA, Tasmania Health
DCHDE / Dept of Customer Services and Open Data
Airservices
Uni of Sunshine Coast
Department of Environment and Science
Dept of State Development
Translink / TMR
NHVR
Health – CHQ, Mater, eHealth, Metro North, Metro South, ADHA, Tasmania Health
DCHDE / Dept of Customer Services and Open Data
Airservices
Uni of Sunshine Coast
Dan
WorkCover
Queensland Revenue Office / Queensland Treasury
OIR
Energy Qld
DJAG
QFCC
QFD
Stanwell
Housing
Legal Aid
Queensland Revenue Office / Queensland Treasury
OIR
Energy Qld
DJAG
QFCC
QFD
Stanwell
Housing
Legal Aid
Ferg
Rio
DTET
Seqwater
Resources
Department of Education
QBuild / Public Works
Energy Qld
BHP
Caterpillar
Santos
QUT
Brisbane Catholic Education
DTET
Seqwater
Resources
Department of Education
QBuild / Public Works
Energy Qld
BHP
Caterpillar
Santos
QUT
Brisbane Catholic Education
Mel
Rio
WorkCover
Energy Qld
BHP
Biosecurity / DPI
QBuild / Public Works
RSHQ
Airservices
COSOL
WorkCover
Energy Qld
BHP
Biosecurity / DPI
QBuild / Public Works
RSHQ
Airservices
COSOL
Cass
TMR/TransLink
Health – CHQ, Mater, eHealth, Metro North, Metro South, ADHA, Tasmania Health
ICT procurement across all government depts
Health – CHQ, Mater, eHealth, Metro North, Metro South, ADHA, Tasmania Health
ICT procurement across all government depts
Rules: Listed clients → assigned to that consultant first. Unlisted clients → goes to consultant with fewest open roles. To keep a client each quarter: must have made a placement or logged a BD visit in Bullhorn. Quarterly review of allocations.
FG Fields With No Bullhorn Target
Need custom fields or discard
Bullhorn Fields We Do Not Populate Yet
Client Allocations
Client ownership by consultant — live open role counts from Bullhorn
📋 Rules of Engagement
Active
Roles from your client list → goes to you first (unless at capacity)
Roles from unlisted clients → round robin to least busy consultant
Keeping clients → each quarter, must have made a placement OR completed a BD visit (logged in BH)
Quarterly review → no activity = client moves back to open pool
Roles from unlisted clients → round robin to least busy consultant
Keeping clients → each quarter, must have made a placement OR completed a BD visit (logged in BH)
Quarterly review → no activity = client moves back to open pool
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