Put Copilot and Claude to work on your desk.

Most staffing leaders get access to AI, ask it one vague question, and decide it is overhyped. This guide onboards Copilot and Claude like two new hires: system access, a handover file, a desk briefing, and real assignments. One 60 minute session, and they start working your inbox, your intake calls, your submittals, and your numbers.

One 60 minute session 5 stages Built for staffing desks

CopilotThe office manager. Inbox triage, client call prep, Monday briefs, and pipeline charts.

ClaudeThe document specialist. One intake call into a full search kit, and your best recruiter's method saved as a Skill.

Inside the guide

Make the hire. A quick badge test for each tool so you know they can actually do the job.
The handover file. Two prompts that turn your sent mail and your submittals into drafts that sound like you.
The briefing. One fill in template that teaches both tools your desk, your candidates, and your house rules.
The first assignments. Eight real jobs, from an inbox sweep and a Friday promises check to five search documents from a single intake call.
The review. House rules that keep client data, citations, and hiring decisions where they belong.

Check in at the front desk.

Every good office has a visitor log. Name and email, and the door opens on the next page. No inbox scavenger hunt.

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