Knowledge base

Setup

Thawly for recruitment agencies

Monitor placed clients and lapsed clients for hiring activity, leadership changes and growth events — the recruiter's setup guide.

Thawly for recruitment agencies

Thawly watches the companies on your client list for the public-record moments that matter to a recruiter — a hiring burst, a new People director, a contract win — and sends you a daily email digest with a drafted message ready to copy. This guide covers the recruitment-specific setup; the general Getting started guide covers sign-up and the basics.

What goes on your monitored list

For a recruitment agency the list is usually two kinds of company:

  1. Clients you've placed candidates with — your live client book. Import these as managed accounts: the digest treats them as existing relationships, so what you get is an account briefing ("here's what changed at your client"), not a pitch.
  2. Lapsed clients and lost pitches — accounts that went quiet, switched to a rival agency, or took hiring in-house. Import these as lost deals: when something changes, the drafted message is a re-engagement note that acknowledges you've worked together (or pitched) before.

You can mix both in one CSV — the list_type column tells Thawly which is which.

CSV shape

ColumnRequiredNotes
nameyesThe company name as you know it.
list_typenomanaged for a live/placed client, lost for a lapsed client. Rows without it import as lost deals.
deal_valuenoGBP, no symbol — a typical fee or account value works fine.
lost_datenoLapsed-client rows only: when the relationship went quiet. YYYY-MM-DD preferred.
lost_reasonnoLapsed-client rows only: free text, e.g. "moved to PSL with competitor". Sharpens the drafted message.

Only company names are stored — no candidate or contact data, so there's no personal data to worry about. See CSV upload for parse errors and the general format rules.

Set your vertical to Recruitment & Staffing

In Settings, pick Recruitment & Staffing. This tunes the whole engine for you: hiring signals are amplified to the top of every digest, news scanning picks up redundancy, restructure and headcount-growth coverage, and the drafted messages take a recruiter's tone — direct about helping a growing client scale, careful and never opportunistic around redundancies.

What signals to expect

  • Hiring activity — job-posting bursts at a monitored company, the most direct trigger there is.
  • Leadership changes — a new HR, People or Talent director usually means a new agency mandate is up for grabs.
  • Contract and grant wins — a client winning new work (including public-sector contracts) often hires against a fixed start date.
  • Growth events — new premises, ownership changes, expansion coverage in the press.

Honest expectations: signals fire only when something actually changes in the public record. Some clients will be quiet for weeks or months — that's normal, and it's why Thawly never sends an empty digest. Volume depends on how active your clients are, not on a quota.

The three actions in every digest

  • Copy message — the drafted note, ready to paste into your own email.
  • Snooze 30 days — right signal, wrong time.
  • Not relevant — dismiss it and tell us why; the feedback tunes your future digests.