Workflows · by midas
The work you can hand over.
A workflow is a task midas carries out for you, from reading files to preparing a result.
31
Workflows
23
Run independently
8
Need your approval
Everyday tasks.
Start with the work your team repeats most often.
- Sort the shared inbox and file each message in the right system runs alone
- Draft proposals, quotes and letters from your templates runs alone
- Read invoices, contracts and statements and turn them into tidy records runs alone
- Match records between two systems — the CRM against the accounting system, the bank feed against the ledger runs alone
- Chase outstanding items through email and portals — payments, documents, signatures runs alone
- Turn meetings into minutes, actions and CRM entries runs alone
- Assemble the monthly report pack runs alone
- Answer questions about the firm's own files, with citations runs alone
- Run applicant, vendor or client checks against a defined checklist stops for you
- Anything sent outside the firm stops for you, always
Workflows for your industry.
Examples of what a library contains — only recruitment is built today.
Recruitment
ships today · 31 workflows- Shortlist against a role brief
- Chase references through the portal
- Issue an offer letter · stops for you
Law
- Assemble a hearing or closing bundle
- First-draft agreements from your precedents, every clause cited
- Disclosure review triage · stops for you
Accounting
- Bank reconciliation at scale
- Follow up missing audit documents
- Prepare statutory filings · stops for you
Property agency
- Publish listings across all the portals
- Draft tenancy agreements from templates
- Schedule viewings and chase follow-ups
Insurance brokerage
- Compare quotes across insurers into one table
- Chase renewals
- Assemble claims documentation
Family office & trading
- Reconcile trade breaks
- Produce the monthly performance pack
- Refresh KYC files · stops for you
The recruitment library ships today; the others are built per engagement.
All 31 recruitment workflows.
Filter by what runs on its own and what needs your approval.
| Workflow | Connectors | What you get | How it runs |
|---|---|---|---|
| Shortlist against a role brief Reads every CV you hold against the brief and returns a ranked list, with the evidence beside each judgement. | your documents | Ranked shortlist, cited | Runs alone |
| CV reading and tidy-up Reads incoming CVs in English and Traditional Chinese and turns them into tidy candidate records. | your files · CRM | Candidate records | Runs alone |
| Duplicate candidate merge Finds the same person across records and proposes a single merged profile. | CRM | Merge proposal | Runs alone |
| Reference chase Requests and follows up references through the client portal until each is returned. | client portal · email | Reference set | Runs alone |
| Licence and register check Checks a stated licence against the public regulator's register. It only reads; it changes nothing. | regulator portal | Verification note | Runs alone |
| Right-to-work document check Reads uploaded documents and flags anything expired or not matching the record. | your files · CRM | Exception list | Runs alone |
| Interview notes to CRM Writes up interview notes on the machine itself, then files the summary to the record. | CRM | CRM entry | Runs alone |
| Client brief digest Summarises new client briefs and sends each one to the right desk. | your documents · email | Desk digest | Runs alone |
| Candidate pack assembly Builds a branded pack from your firm's template, with every claim tied to its source. | documents | Draft pack | Runs alone |
| Salary benchmark refresh Works out fresh benchmarks from your own placements. It never pulls figures from public websites. | your documents | Benchmark table | Runs alone |
| Contract draft from template Drafts a retainer or terms letter from your clause library. | documents | Draft contract | Runs alone |
| Timesheet reconciliation Matches contractor timesheets to placements and flags gaps. | accounting system | Exception list | Runs alone |
| Invoice preparation Prepares invoices from confirmed placements for finance review. | accounting system | Draft invoices | Runs alone |
| Placement fee audit Checks each fee against the signed terms and flags anything that does not match. | accounting system · your documents | Audit note | Runs alone |
| CRM tidy-up Finds and tidies stale records, missing fields and dead pipeline entries. | CRM | Cleaned records | Runs alone |
| Pipeline status digest A daily desk-by-desk picture, drawn from your own systems. | CRM · accounting system | Daily digest | Runs alone |
| Job specs into house style Rewrites an incoming job spec into your house format, without inventing requirements. | documents | Spec in house style | Runs alone |
| Bulk document reading, overnight Pulls the details out of PDFs and scanned documents, in bulk, overnight. | your files | Tidy records | Runs alone |
| Candidate re-engagement list Finds past candidates who now match an open role. | your documents · CRM | Outreach list | Runs alone |
| Interview scheduling proposal Suggests times that fit the calendars and prepares the invitations. | calendar · CRM | Draft invitations | Runs alone |
| Compliance file export Assembles the audit pack for a period, with an index. | your files | Audit pack | Runs alone |
| Portal listing refresh Republishes approved job listings and takes down the filled ones. | job portals | Updated listings | Runs alone |
| Search log to insight Turns what your recruiters search for into a weekly note on what the desk is missing. | your documents | Weekly note | Runs alone |
| Send a candidate pack to the client Holds the finished pack until a person approves the send. | outbound email | Sent pack | Stops for you |
| Issue an offer letter Drafts the letter with the agreed figures, then stops. Figures are never sent without a person's approval. | outbound email · documents | Signed offer | Stops for you |
| Any adverse decision about a person A rejection, a declined claim, a failed check — prepared and held. This decision is never automated. | outbound email | Sent notice | Stops for you |
| Submit to a client portal Fills the submission and holds it for review before it is filed. | client portal | Filed submission | Stops for you |
| Update the CRM or accounting system Any new entry or change that alters a commercial position. | CRM · accounting system | Committed record | Stops for you |
| Eligibility or compliance call Gathers the evidence, sets out what is unclear, and hands the judgement to a person. | your documents | Reviewed decision | Stops for you |
| Negotiating position Prepares the range and the comparable placements; never puts a position to the other side. | your documents | Briefing note | Stops for you |
| Invoice release to client Your finance team reviews and releases it; the machine cannot send it alone. | accounting system · outbound email | Issued invoice | Stops for you |
Every run can be replayed step by step; the AI cannot remove a stop — only your administrator can, on the box itself.
How a workflow is added
Your task. Built for your team.
- 01 You describe a task your people repeat; we watch it done once.
- 02 We add the connectors and templates it needs.
- 03 Your compliance lead sets where it must stop for a person.
- 04 It runs supervised for its first week; you read every run's record.
- 05 It joins your library and gets better from your corrections.