7 workflow automations purpose-built on top of Thrive TRM — no data leaves your system, no parallel tool for your team to learn.
AI builds the long-list from Clockwork, LinkedIn, and proprietary firm databases, scores candidates against the role criteria, and produces the partner-ready presentation — long-list build time drops 70%. Purpose-built for teams running Thrive TRM — uses the native API or agent integration so nothing leaves the system of record.
AI manages reference scheduling, drafts check questions specific to the role and candidate, captures notes from Clockwork call, and produces the reference report — partner does the conversation, AI does everything else. Purpose-built for teams running Thrive TRM — uses the native API or agent integration so nothing leaves the system of record.
AI generates the per-search status report from Clockwork pipeline data, drafts the personalized update to each client, and flags searches that need partner attention — clients stay engaged and partners stay in the work. Purpose-built for teams running Thrive TRM — uses the native API or agent integration so nothing leaves the system of record.
AI matches incoming vendor invoices to POs in Clockwork, flags discrepancies, applies to client retainer, and produces the client-ready invoice — billing runs cleanly without partner time. Purpose-built for teams running Thrive TRM — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every open selection in Clockwork, prepares decision packets per category, sends personalized client nudges, and surfaces stalled decisions to the project manager — selection-driven delays drop. Purpose-built for teams running Thrive TRM — uses the native API or agent integration so nothing leaves the system of record.
AI assembles bid packages from Clockwork scope, sends to subs, normalizes responses for comparison, and runs sub onboarding (insurance, W-9s, MSA) — start-to-construction time drops measurably. Purpose-built for teams running Thrive TRM — uses the native API or agent integration so nothing leaves the system of record.
AI qualifies inbound buyers from Clockwork per the seller's profile, sends NDAs, manages CIM access, and surfaces serious buyers to the broker — broker focuses on negotiation, not gatekeeping. Purpose-built for teams running Thrive TRM — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Thrive TRM for any repetitive process. Tell us what you'd automate.
