Delivered project
Reaching mid-market audit, tax and advisory firms in Austria and Germany
Public posts that show mid-market audit, tax and advisory firms hiring audit, tax and advisory staff are found, classified and scored, and the newest top accounts reach the client's team in a daily digest. Nobody is contacted automatically.
Bring the job you still do by hand. We tell you what would run, what stays with a person, and where to start building it.
01Problem
The job before
An Austrian and German business wanted a steady list of mid-market audit, tax and advisory firms worth a conversation. Checking job boards, forums and career pages by hand took hours and missed most of them.
02Limits
Constraints
- 01
The constraint: Only public sources, read within each source's terms.
How the build meets it: The sources are public job boards, feeds, forums and career pages, each with its own schedule and health check.
- 02
The constraint: Nobody may be contacted automatically.
How the build meets it: The workflow finds, classifies and ranks. A person on the client's team decides whom to contact.
- 03
The constraint: A post seen before, or reposted, must not count twice.
How the build meets it: An evidence ledger skips posts seen before and merges reposts.
03Build
What we built
- 01A source list and search queries for mid-market audit, tax and advisory firms, kept in a settings table so they change without editing the workflow.
- 02Rule prefilters and an evidence ledger, so most items never reach the AI step.
- 03An AI step that classifies only new posts: signal type, relevance and organisation.
- 04A code score, a results table and a daily digest of the newest top accounts to the client's team.
The route at a glance
- Starts with
- Public posts from job boards, feeds, forums and career pages in this market, read twice a day.
- Arrives at
- Daily digest
- Rule steps
- 2
- AI steps
- 1
- Person steps
- 1
- Held back to
- No side route
The delivered build, in run order.
- Trigger: Public posts from job boards, feeds, forums and career pages in this market, read twice a day.
- Rule step: Cheap rules prefilter, and an evidence ledger skips posts seen before and merges reposts.
- AI step: AI classifies only the new posts: signal type, relevance and organisation.
- Rule step: Code scores and ranks each account and saves it to a table.
- Output: A daily digest of the newest top accounts to the client's team. Nobody is contacted automatically. It arrives at the daily digest.
- Trigger
- Rule step
- AI step
- Where the record arrives
Drawn from the delivered workflow design. No client data appears in it.
04Who does what
Where AI is used
Classifying new posts only: signal type, relevance and organisation. Rules prefilter before it, code scores after it, and the workflow contacts nobody.
Fixed rules
2 steps
- Fixed rules: Cheap rules prefilter, and an evidence ledger skips posts seen before and merges reposts.
- Fixed rules: Code scores and ranks each account and saves it to a table.
AI
1 step
- AI: AI classifies only the new posts: signal type, relevance and organisation.
A person
1 step
- A person: The client's team reads the daily digest and decides whom to contact.
05The change
Before and after the job
Before
Who did the job, and how
- Before: A person searched public job boards, forums and career pages by hand.
- Before: The search ran only when someone had time, so most signals were missed.
After
What runs now
- Runs now: The sources are read twice a day, and posts seen before are skipped.
- Runs now: New posts are classified by AI and scored in code.
- Runs now: The newest top accounts among mid-market audit, tax and advisory firms arrive in a daily digest, and a person decides whom to contact.
What a person still does
- A person: The client's team reads the daily digest and decides whom to contact.