Executive Summary
BILLYCLARK is a creative business advisory and talent acquisition firm serving design-driven organizations. With offices in New York, Paris, and Los Angeles, the company helps businesses identify talent, build teams, and navigate organizational growth.
To support its recruiting operations, BILLYCLARK partnered with Cornerstone Solutions to enhance its existing Zoho CRM environment. The project focused on automating resume processing and improving how candidate information is managed and updated.
By combining Zoho CRM, Zoho WorkDrive, Zoho Flow, and OpenAI, Cornerstone developed a solution that reduces repetitive data entry while keeping recruiters in control of important candidate information.
The Challenge
Managing candidate information is an important part of any recruiting operation. Resumes contain valuable details about a candidate’s experience, qualifications, and professional background, but that information isn’t always consistent with what’s already stored in the CRM.
For BILLYCLARK, keeping candidate records current meant reviewing resumes, identifying relevant information, comparing it against existing records, and manually updating the CRM.
The company wanted to reduce this administrative work without losing control over the quality and accuracy of its candidate data.
Implementation
AI-Powered Resume Processing
Cornerstone developed an automated workflow connecting Zoho WorkDrive, Zoho Flow, OpenAI, and Zoho CRM.
When a resume is uploaded to a candidate’s designated WorkDrive folder, the automation identifies the candidate, renames the document, and uses AI to extract relevant information.
This includes contact information, professional experience, education, and a summarized overview of the candidate’s background.
The extracted information is then organized into a custom module within Zoho CRM, where it is linked to the candidate’s existing record.
By automating these steps, BILLYCLARK has a repeatable process for capturing resume information without manually transferring details from each document into CRM fields.
Candidate Review and CRM Updates
An important part of the solution was ensuring recruiters remained in control of candidate information.
Rather than automatically replacing existing data, Cornerstone built a review process that allows recruiters to compare newly extracted information with what’s already stored in Zoho CRM.
Recruiters review the information, make adjustments where necessary, and use a custom button to update the candidate’s record.
This approach combines the efficiency of AI-powered data extraction with human oversight, helping maintain data accuracy while reducing repetitive administrative work.
The original resume also remains accessible through the candidate’s CRM record for future reference.
Results
The completed solution provides BILLYCLARK with a more efficient and consistent approach to managing candidate information.
Key outcomes include:
- Less manual data entry: AI extracts candidate information directly from uploaded resumes.
- More consistent candidate records: Resume information is organized into structured CRM fields.
- Improved data quality: Recruiters review and approve changes before updating existing records.
- Connected document management: Resumes remain linked to their corresponding candidate records.
- A repeatable process: New and updated resumes follow the same workflow, reducing the need for manual processing.
By integrating AI with Zoho’s existing CRM and document management tools, Cornerstone Solutions helped BILLYCLARK modernize an important part of its recruiting operations.
The result is a practical, AI-assisted workflow that supports accurate candidate information, reduces repetitive work, and gives recruiters more time to focus on building relationships and identifying the right talent.
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