alluvo

Build an internal account dossier from alluvo master data, Timeline activity, opportunities, and contracts — or, as "Meeting prep", prepare one specific call or meeting with the same data plus an agenda and discovery questions. Use for "Firma recherchieren", "Kontakt nachschlagen", "Infos zu Unternehmen", "was wissen wir über Firma X", "Termin vorbereiten", "Gespräch vorbereiten", "Call mit Firma X vorbereiten" or "Meeting-Vorbereitung". Does not browse the web. German triggers also include: Kundendossier, Call vorbereiten, Kundentermin vorbereiten.

Analyze website and Talent Hub performance from alluvo's own tracking — UTM campaigns, channels, entry pages, bounce and exit rates, Web Vitals, CTA clicks, the sign-up funnel (website → registration → tenant → onboarding), realtime visitors, comparisons with the previous period, and data-quality checks. Use for "Wie läuft die Kampagne", "Website-Statistik", "Web-Analyse", "Absprungrate", "Wer ist gerade auf der Website", "Registrierungen über LinkedIn", "Web Vitals", "Vergleich zur Vorwoche" or "kommen Daten an". Meta ad spend and ad-level results belong to manage-meta-ads.

Identify employees who are verleihfrei now or will soon become available, ranked by urgency. Use for "wer ist verleihfrei", "wer hat keinen Einsatz", "wessen Einsatz läuft aus" or "Bank prüfen". This workflow reports availability; use match-bench-to-clients to match the bench to existing clients and market-talent-profiles for end-to-end profile marketing. German triggers also include: freie Mitarbeiter.

Build or adjust an AI automation agent for schedules, inbox events, or multi-step workflows, and manage the instructions given to alluvo AI agents. Use for "Automatisierungs-Agent bauen", "KI-Bericht einrichten", "Agent auf einen Posteingang setzen", "Workflow mit Wartezeit", "Baustein anlegen", "Agenten-Prompt zeigen" or "Anweisungen ändern". German triggers also include: Agent auf Posteingang setzen, Prompt ändern.

Capture a client's staffing request end to end and maintain the client's departments when required. Use for "neuer Personalbedarf", "Anfrage aufnehmen", "Kundenbedarf erfassen", "Stelle anlegen", "Bedarf von Kunde X", "Abteilung archivieren" or "Station stilllegen". When the operator supplies call notes to record or process, start with process-call-notes, even when the notes mention a staffing need; hand off here when a staffing-request record is requested.

Hand the current AI session over to the alluvo developers for debugging — register a session checkout with triage metadata, upload the raw transcript, link it to a feedback item. Use for "check out this session", "session checkout", "export this session", "submit session feedback with full context", "Session an die Entwickler übergeben", "Session auschecken", "Session exportieren", "Session-Checkout", "Konversation an alluvo schicken" or after filing a bug report when the developers need the full conversation.

Coordinate sales through pipeline status, BDR performance, weighted forecasts, pipeline review, and delegated prospecting, outreach, or Profilvertrieb work. Use for "Vertriebsübersicht", "Umsatzprognose", "Forecast", "Pipeline-Review", "BDR-Leistung" or "BDRs koordinieren". Export requests here concern sales forecasts and assignments, not Bundesagentur datasets. German triggers also include: Vertriebssteuerung.

Coordinate staffing operations across available employees, expiring assignments, open staffing requests, schedule gaps, timesheet backlog, and dispatcher tasks. Use for "Dispo-Übersicht", "Auslastung", "auslaufende Einsätze", "offene Bedarfe", "Dienstplan-Lücken", "Disponenten koordinieren" or "offene Lesebestätigungen".

Create a daily briefing from alluvo data with today's meetings, due tasks, outreach replies, pipeline alerts, and top priorities. Use for "was steht heute an", "Tagesbriefing", "mein Tag", "Tagesüberblick" or "was ist heute wichtig". German triggers also include: Morgenbriefing.

Define, maintain, retrieve, or apply Ideal Customer Profiles for individual market segments and decision-maker personas. Use for "wer ist unser Wunschkunde", "ICP für Krankenhäuser definieren", "welche Unternehmen passen zu uns" or "Lead gegen ICP prüfen". German triggers also include: ICP definieren, Lead qualifizieren, Zielkundensegment, Entscheiderprofil.

Enrich contact records from recent emails, signatures, calls, meetings, and notes, always proposing changes before writing them. Also record external WhatsApp consent and the contact's du/Sie form. Use for "Kontakte anreichern", "Kontaktdaten aus Aktivitäten", "WhatsApp-Einwilligung erfassen", "Opt-in hinterlegen" or "Anrede festlegen". German triggers also include: E-Mail-Signatur auslesen.

Find employers advertising vacancies in mirrored Bundesagentur für Arbeit / Jobsuche data; inspect positions and synchronize employers, job postings and identified contacts into the CRM; export a CSV only on an explicit file request. Use for "Lead-Radar", "Agentur für Arbeit Daten", "wer sucht Pflegekräfte", "welche Firmen stellen ein", "offene Stellen im Umkreis", "ins CRM übernehmen", or — only when a file is asked for — "BA-Stellenmarkt exportieren", "Arbeitgeberliste herunterladen", "Erlaubnisinhaber exportieren", "Jobsuche-Daten herunterladen". Use research-staffing-agencies for reading AÜG permit holders. German triggers also include: Bundesagentur Jobsuche, welche Berufe werden gesucht, Arbeitgeberbedarf.

Give a client contact access to the Kundenportal, set what they may do there, read who can log in, and take access away again. Use for "Kundenportal-Zugang", "Portal-Zugang einrichten", "Kunde soll Stunden im Portal freigeben", "Portal-Einladung schicken", "Portalzugang entziehen", "wer hat Portalzugang bei Firma X" or "Portalrolle ändern". Approving hours is manage-timesheet-approvals; contract signing is manage-contract-lifecycle. German triggers also include: Ansprechpartner freischalten, Portal-Rolle, Einladung ins Portal.

Create and manage framework and assignment contracts, transition their stages, send the §11 AÜG notification, set billing periods, and manage invoice bank accounts. Use for "Rahmenvertrag anlegen", "Einsatzvertrag erstellen", "AÜV abschließen", "Vertrag stornieren", "Abrechnungszeitraum ändern" or "Rechnungskonto anlegen".

Work the retention deletion list for candidates and former employees — see what is due, set or lift a retention hold, record a consent, execute due erasure steps. Use for "Löschliste", "wer muss gelöscht werden", "Löschsperre setzen", "Hold aufheben", "Löschfrist verlängern", "fällige Löschungen", "Einwilligung erfassen" or "Bewerber löschen". This workflow writes; for a single GDPR access or erasure request from a person use the request path, for consent wording questions ask the data protection officer.

Triage tickets in a shared alluvo inbox and manage forwarding, business hours, notifications, spam, phone-assistant instructions, and the web chat embedded on a website. Use for "Inbox aufräumen", "Tickets bearbeiten", "Ticket weiterleiten", "Ticket verschieben", "Geschäftszeiten ändern", "neuen Vorgang öffnen", "als Spam melden" or "Web-Chat auf der Website einrichten". Writing an employee directly is message-employee; their app access is onboard-new-employee. German triggers also include: neuer Vorgang, Web-Chat einrichten, Chat-Widget.

Manage invoice runs and receivables: issue, send, cancel, and export e-invoices; record payments, discounts, write-offs, refunds, and credit notes; extend due dates and run dunning. Use for "Zahlung erfassen", "offene Posten", "Gutschrift erstellen", "Mahnung schicken", "Rechnung stornieren", "E-Rechnung exportieren", "Erstattung erfassen" or "Zahlungsziel verlängern".

Manage Meta advertising end to end: campaigns, ad sets, creatives, audiences, automation rules, lead-form mapping, and Talent Hub Pixel/CAPI tracking. Use for "Werbeanzeigen", "Kampagnen-Performance prüfen", "Lead Ads erstellen", "Anzeige schalten", "Leads kommen nicht an", "Lead-Zuordnung" or "Conversion-Tracking".

Enroll qualified companies in automated outreach sequences and manage each enrollment through status checks, pause, resume, and removal. Use for "Unternehmen in Sequenz aufnehmen", "Outreach starten", "Sequenz pausieren", "Sequenz fortsetzen", "aus Sequenz entfernen" or "Profil anhängen".

File, reconcile, review, approve, reject, correct, and pay employee receipts, expenses, and travel costs, including bulk travel-expense statements. Use for "Beleg einreichen", "Belege abgleichen", "doppelt eingereicht", "Auslage ablehnen", "Spesen freigeben", "Reisekosten prüfen", "als bezahlt markieren" or "Sammel-Reisekostenabrechnung". German triggers also include: Sammelabrechnung.

Create, adjust, publish, or cancel a monthly shift schedule for an assignment with ArbZG compliance checks. Use for "Dienstplan erstellen", "Schichten anlegen", "Schicht stornieren", "Schicht umbesetzen", "Dienstplan veröffentlichen", "Soll-Vergleich" or "Dienstplan-Vorschlag prüfen".

Review, approve, revoke, and correct submitted timesheets and the resulting activity record. Use for "Stundenfreigabe prüfen", "Stunden genehmigen", "Tag abschließen", "Teilfreigabe", "Freigabe zurücknehmen", "falscher Unterzeichner" or "Stundenkorrektur". Receipts, expenses, and travel costs belong to manage-reimbursements. Also for a client that signs a paper Stundenzettel the employee uploaded ("unterschriebener Stundenzettel übernehmen"). German triggers also include: Stundenzettel prüfen, Papier-Stundenzettel.

Run Profilvertrieb end to end for a specific available employee: find and qualify target companies, use match intelligence, and prepare a tailored email or outreach enrollment. Use for "Profilvertrieb für Mitarbeiter X", "platziere die Bank", "verkauf dieses Profil", "Akquise-Mail mit Profil", "Kandidatenprofil verschicken" or "Lückenfüller-Outreach". Use bench-check for availability only and match-bench-to-clients for matching against existing contracted clients. German triggers also include: Mitarbeiter platzieren, Bank vermarkten, Profil verkaufen.

Match verleihfreie employees to existing clients with active framework contracts, generate profile links, draft assignment contracts, and create dispatcher review tasks. Use for "matche die Bank", "finde Einsätze für verleihfreie Mitarbeiter", "wer passt zu welchem Kunden" or "Einsatzmöglichkeiten für den Bench". Use bench-check for availability only and market-talent-profiles for broader outbound profile marketing. German triggers also include: Bestandskunden matchen.

Find, preview, and merge duplicate company or contact records, including follow-up to a possible-duplicate warning. Use for "Dubletten bereinigen", "doppelte Firmen zusammenführen", "doppelte Kontakte zusammenführen", "Kontakt-Dublette" or "Standorte unter Muttergesellschaft gruppieren". German triggers also include: Standorte gruppieren.

Write one employee directly — choose the channel (Mitarbeiter-App or email), draft in the address form the tenant already stores, show the operator the full text, and send it as a ticket their answer comes back into. Use for "Mitarbeiter anschreiben", "Mitarbeiter fragen", "Nachricht in die App schicken", "beim Mitarbeiter nachfragen", "Rückfrage an den Mitarbeiter", "frag ihn was an dem Tag war" or "Mitarbeiter per Mail anschreiben". A shared inbox's existing tickets belong to manage-inbox; acquisition mail to manage-outreach-enrollments; the whole Stammdaten set to onboard-new-employee's Personalfragebogen.

Onboard a newly added employee by checking completeness, sending and applying the digital personnel questionnaire, recording essential details, finding nearby placements, and managing self-service access. Use for "Mitarbeiter onboarden", "Personalfragebogen schicken", "Stammdaten übernehmen", "Bankverbindung anlegen", "Einladung versenden" or "Passwort zurücksetzen". Writing an employee a message is message-employee; shared-inbox ticket work belongs to manage-inbox.

Plan a marketing campaign, store it in alluvo and hand back tracked UTM links per channel, then measure it. Use for "Kampagne planen", "neue Kampagne anlegen", "UTM-Links erstellen", "Tracking-Links für LinkedIn", "QR-Code-Link für Flyer", "wie lief die Kampagne", "Kampagnenlinks", "Kampagne auswerten". Reading general traffic belongs to analyze-website-performance, Meta ads to manage-meta-ads.

Structure supplied call notes, a transcript or a plain note, save the activity in the CRM, create follow-up tasks, and draft a follow-up email with a preview before every write. This is the entry point for every logged call and note — also when their content mentions a new staffing need; capture-staffing-request takes over for creating the staffing-request record. Use for "Gesprächsnotiz erfassen", "Notiz erfassen", "Notiz hinterlegen", "Call nachbereiten", "Gespräch zusammenfassen", "Notizen vom Telefonat", "Follow-up schreiben", "Telefonnotizen erfassen" or "Telefonnotizen nachbereiten".

Find and qualify target companies for a specific employee using geography, ICP segments, and market signals. Use for "wer kommt für Mitarbeiter X in Frage", "Zielfirmen finden", "Unternehmen in der Nähe suchen", "passende Firmen finden" or "Leads qualifizieren". This workflow stops at the shortlist; use market-talent-profiles to compose, send, or enroll the pitch, and lead-radar-prospecting for employers advertising current vacancies. German triggers also include: passende Firmen für Mitarbeiter, wer kommt für Mitarbeiter in Frage.

Create, publish, translate, or check a job posting (Job) in alluvo — Talent Hub career page, Bundesagentur für Arbeit (HR-BA-XML), translations, Google-for-Jobs check. Use for "Stellenanzeige veröffentlichen", "Stellenanzeige anlegen", "Job auf der Karriereseite", "im Talent Hub ausschreiben", "bei der Arbeitsagentur veröffentlichen", "bei der BA ausschreiben", "Stellenanzeige übersetzen" or "Stellenanzeige prüfen". The wording itself (interview, headline variants, AGG check) is the static write-job-posting skill; a staffing demand that needs an ad hands off here. Meta campaigns for the job are manage-meta-ads.

Record employee sickness, vacation, unpaid absence, or an AU certificate, and check remaining vacation entitlement before booking leave. Use for "Krankmeldung eintragen", "Urlaub buchen", "AU-Bescheinigung hochladen", "Abwesenheit erfassen", "Resturlaub prüfen" or "Urlaubsanspruch prüfen".

Research staffing agencies in the mirrored AÜG permit register by region, check whether a company appears as a permit holder, find newly observed register entries, and import selected companies into the CRM. Use for "Erlaubnisregister", "AÜG-Erlaubnis", "wer darf verleihen", "neu im Register", "hat die Firma eine Erlaubnis" or "Wettbewerber in meiner Region". A newly observed entry is not proof of a new company or newly issued permit. German triggers also include: Erlaubnis prüfen.

Create, configure, activate, repair, or share a booking link (MeetingBookingLink). Use for "Buchungslink anlegen", "Terminlink erstellen", "Kalender-Link einrichten", "Buchungslink aktivieren", "Buchungslink zeigt keine Termine", "Terminlink funktioniert nicht", and — for an existing link — "schick mir meinen Terminlink", "Kalender-Link teilen", "Buchungslink per Mail", "Link für die Website", "Buchungslink einbetten". German triggers also include: Terminlink reparieren, Terminlink schicken, Buchungslink abrufen.

Set up a mailbox or sender address for cold outreach (Kaltakquise) — a plain-text signature without images or links, open/click tracking off, verified before the first mail goes out. Also for managing email signatures (E-Mail-Signaturen) and the tracking default in general. Use for "Kaltakquise-Postfach einrichten", "Signatur anlegen", "Tracking ausschalten", "Signatur ohne Bilder", "welche Signatur nutzt info@", "Standardsignatur der Firma". Writing and sending the emails themselves is market-talent-profiles (one mail) or manage-outreach-enrollments (sequence).

Walk a new tenant through onboarding by reading manage-setup get_status and completing each open step with the matching MCP call — AÜG permit disclosure, first Niederlassung, priced Einsatzrollen, first client, first employee, Tarifwerk — or handing the operator a settings link for a step that is UI-only (logo, mailbox, calendar, integrations) or currently locked by plan. Use for "Organisation einrichten", "alluvo einrichten", "Onboarding durchgehen", "Ersteinrichtung", "was fehlt noch im Setup" or "Setup abschließen".

Set up, check, or repair the applicant chat on the Talent Hub (career site). Use for "Chat im Talent Hub einrichten", "Chat im Talent Hub fehlt", "Chat-Button erscheint nicht", "Schreib uns im Chat geht nicht", "Talent-Hub-Chat reparieren" or "Chat auf der Karriereseite aktivieren". The chat on a customer's own website is manage-inbox; changing what the agent says is build-automation-agent. German triggers also include: Karriereseite Chat, Bewerbungs-Chat.

Review, prioritize, and resolve data-quality findings after an import or during routine maintenance, including role-catalogue hygiene. Use for "Datenqualität prüfen", "Issues triagieren", "nach Import aufräumen", "Rollenkatalog aufräumen", "Rollen ohne Level", "Fachweiterbildung setzen" or "Profil aufräumen". Use merge-duplicate-records for company or contact duplicates.

Navigate all available alluvo operator workflows, answer how alluvo works from its documentation, and explain cross-cutting tool behavior, page permissions, and knowledge-base access. Use for "wie funktioniert …", "was kannst du", "wie fange ich an", "welche Workflows gibt es", "hilf mir", "Zugriff geben", "Berechtigung prüfen" or "Wissensdatenbank freigeben".

Write or revise a job posting through a short guided interview, offer headline choices, and check the result for AGG, AÜG, pay-transparency, and GDPR requirements. Use for "Stellenanzeige schreiben", "Stellenausschreibung erstellen", "Jobanzeige texten", "Stellenanzeige überarbeiten", "Anzeige AGG-konform machen", "Stellenanzeige veröffentlichen" or "im Talent Hub ausschreiben"; an already finished text skips the interview and goes straight to the check and publishing. It works without an alluvo account and can use connected alluvo company settings and publishing tools when available.