Recruiting & Staffing Automation Built for Agencies That Run on Margin
Your ATS, sourcing tools, and billing system don't talk.
One automation layer that connects every step of the staffing cycle.
Margin is the product. We protect it.
What We Automate for Staffing Agencies
Six modules covering the full candidate-to-placement cycle. Each one ships in production and feeds the next.
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Candidate Sourcing & Enrichment
Pull profiles from LinkedIn, ZoomInfo, Apollo, and your ATS into a single enriched record. Auto-dedupe, auto-tag by skill, and auto-route to the right recruiter based on req. We respect platform TOS - no scraping that gets your seats banned.
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Screening & Qualification
Pre-screen candidates with an AI agent grounded in your scorecard. The agent runs structured screens, scores against the req's must-haves, and flags edge cases for human review. Recruiters spend their time on the candidates worth talking to.
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Submittal Document Generation
Auto-generate branded submittal packets from ATS data - resume, scorecard, notes, salary range. A 35-minute manual prep becomes a 4-minute review. Format stays consistent across every recruiter on the team.
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Interview Scheduling
Calendly, GoodTime, and direct calendar APIs wired into your ATS. Candidates self-schedule against client availability. Confirmations, reminders, and reschedules handled without a coordinator in the loop.
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Placement-to-Billing Handoff
When a candidate signs, the system creates the placement record, kicks off onboarding paperwork, opens the QuickBooks/Xero invoice, and updates the margin dashboard. Zero copy-paste between systems.
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Redeployment & Talent Pool Nurture
Contractors rolling off get nurture sequences. Previously placed candidates get re-engagement when their ramp window opens. Your talent pool stops being a static database and starts producing repeat placements.
How it worked for Recruitica
How a recruiting agency put candidate matching on autopilot
A vetted marketplace where employers and candidates find each other while the agency keeps the commission
- Matching by hand, goneDays of recruiter time back on every placement
- Commission keptSearch, shortlist and introduction without a recruiter in the middle
- 11 monthsFrom first call to launch
"2V created a great platform that worked well without bugs. They were friendly, down-to-earth, and hardworking."
Georgi MetodievFounder, Recruitica The Staffing automation layer
One deep module + two integration layers. Together they replace the tab-juggling that's eating your recruiters' day.
The Staffing automation layer
The connected core that runs the candidate-to-placement cycle:
ATS-to-Email Sync
Every candidate touch logged automatically against the right req. Recruiters stop maintaining a parallel inbox. The ATS becomes the single source of truth without anyone forcing it.
Submittal Doc Generation
Branded packets built from ATS data, refreshed every time a candidate's record changes. Same format, every recruiter, every client - no more 'whose template was that?'
Time-to-Fill Reporting
Live dashboards showing req age, submittal velocity, interview funnel, and offer-acceptance rate. Owners see margin compression early, not at month-end.
Candidate Re-engagement
Automated nurture for placed contractors approaching roll-off, plus dormant candidates we've already vetted. Your existing pipeline produces more placements without more outreach.
Margin Dashboards
GP per req, recruiter productivity, client-level margin trends. The numbers an owner actually wants to see on a Monday morning, refreshed automatically from your ATS and accounting stack.
Tool Stack Integration
We don't make you switch ATS. We build native-first integrations across Bullhorn, JobAdder, Crelate, Loxo, and your existing sourcing, comms, billing, and scheduling tools. If a tool has an API, we connect it. If it doesn't, we know which ones do.
Compliance & Audit Trail
Every candidate action timestamped, every doc generation logged, every data export controlled. GDPR, CCPA, and client-specific data agreements respected by design. The audit trail you need when a client asks 'who sent that?'
How We Install It
Four weeks from kickoff to live automation layer. Each phase delivers value before the next one starts.
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Step 1. Discovery Workshop
Half-day session mapping your current candidate-to-placement cycle, tool by tool. We surface where hours leak, which integrations are broken, and which placements you almost lost because something fell through a crack. Output: a prioritized automation roadmap.
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Step 2. Map the Cycle
We document the actual req lifecycle as it runs today - not the version on your SOP. Every handoff, every tool, every manual step. This is the audit no agency owner has time to do themselves.
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Step 3. Build the automation layer
The first project usually covers: ATS-to-email sync, submittal generation, scheduling, and the margin dashboard. Built on production infrastructure with monitoring and rollback. Your team keeps working through the build.
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Step 4. go-live
We migrate active reqs to the new flow over a single day. Old workflows stay running in parallel for a week as fallback. Recruiter training is built into the rollout - no separate enablement day.
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Step 5. Ongoing
Once a build is live it runs without us. If you want us to keep improving it, we agree that separately. We add modules as you grow - redeployment, advanced sourcing agents, client-portal reporting. The automation layer compounds; it doesn't reset.
What clients say
"2V Automation team was an outstanding experience from start to finish. They were proactive, communicative, and highly responsive to evolving feedback, delivering a tool that saves us countless hours."
Why 2V
What Makes 2V Different for Staffing Agencies
20+ years of engineering
We're not a recruiter who learned Zapier. We're production engineers who learned recruiting by fixing it for agencies your size. Our systems hold up under real load.
No rip-and-replace
Keep Bullhorn, JobAdder, Crelate, or whatever you run. We build on top of your stack, not against it. Switching ATS in a staffing agency is a six-month tax - we won't recommend it unless it's the only path.
Agency-margin economics
Our pricing is calibrated for agency P&Ls. Builds are priced per project: most take three to six weeks and land between $6,000 and $24,000. Once a build is live it runs without us. If you want us to keep improving it, we agree that separately. We only take work where we can prove ROI in six months.
Your stack, not ours
We don't sell you our platform. There is no 2V platform. Everything we build runs in your accounts, on your subscriptions, owned by you. If we part ways, the systems stay yours.
Retainer, not project bill
Agencies need ongoing engineering, not one-shot builds. Our retainers cover monitoring, optimization, and new module builds. Most clients add 3-5 modules in year one without renegotiating scope.
Tools We Connect To
We've built into 137 tools in production. Staffing agencies typically run 8-12 of these - we wire them as one system.
137 toolsWired into production automation layers
ATS
SOURCING
COMMS
SCHEDULING
BILLING
DOCS & E-SIGN
Engagement & Pricing
We work in two phases: the discovery week, then builds one project at a time. Every engagement starts with an Automation Discovery Week so you see the ROI math before you commit to a build.
Our service tiers are calibrated to recruiting and staffing agency P&Ls - not enterprise SaaS budgets. If we can't show payback in six months, we don't take the project.
Automation Discovery Week
Builds
Ongoing
Frequently Asked Questions
If you have a question, chances are you'll find the answer below.
Do you replace our ATS or work with what we have?
We work with what you have in 95% of cases. Bullhorn, JobAdder, Crelate, Loxo, Vincere, Recruiterflow - all native-first integrations. Switching ATS is a six-month tax we only recommend if the current platform is actually blocking your growth.
Can you automate sourcing without breaking LinkedIn TOS?
Yes. We work with official LinkedIn Recruiter and Sales Navigator APIs and integration partners (SeekOut, hireEZ, Apollo, ZoomInfo). We don't scrape - it gets seats banned and we've seen it happen to other agencies. Compliant sourcing is the only kind worth building.
How do you handle candidate data privacy and GDPR?
Every system we build has data-access controls, audit logging, and retention rules baked in from day one. We've shipped under GDPR, CCPA, and client-specific data agreements. Candidate data stays in your accounts and your ATS - we don't move it into a 2V platform because there isn't one.
What's a realistic time-to-fill improvement?
20-35% reduction is typical in 60-90 days once the automation layer is live. The wins come from faster submittals, automated scheduling, and re-engagement of already-vetted candidates. We won't promise specific numbers without seeing your data. The discovery week surfaces what's realistic for your funnel.
Can you integrate with Bullhorn / JobAdder / Crelate?
Yes. We've shipped production integrations against all three plus Loxo, Vincere, and Recruiterflow. Bullhorn's REST API is our most-used ATS endpoint. See HR automation for how we approach ATS automation.
How fast can we go live?
Most builds take three to six weeks from kickoff. A discovery week first, then the build, with a single-day switch to live. Your team keeps working on the existing flow through the build - no downtime.
What happens when our process changes - do we have to rebuild?
No. The automation layer is built on n8n + native APIs, with documented workflows you can read. When your process shifts, we update modules under retainer. Most agencies change 2-3 modules per year as they grow; the underlying automation layer is stable.
Do you support contingent + retained search workflows?
Yes. We build both into the same automation layer with conditional logic per engagement type. Contingent reqs run the high-velocity sourcing/submittal flow; retained search runs the slower, more controlled cycle with scorecard automation and client-portal reporting.
Start with an Automation Discovery Week
The discovery week shows you where your staffing agency leaks hours and margin, which processes would deliver the highest ROI, and whether we're the right fit to build them. Build-ready assets, yours whether we work together or not.
Or browse /solutions/hr-automation for the in-house HR view, /solutions/sales-automation for the deal-flow analog, or our AI automation guide for the full picture.