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Notes on portal work

What the work actually costs, why these systems stay closed, and how you know a task really finished.

  • Operations

    How to automate reconciliation for service reps

    Reconciliation is the part of the week nobody wrote into a job description. Somebody signs into a portal, pulls the latest statement, opens the system your team works from, and checks the two against each other line by line. Most lines agree. The few that do not are the entire point, and they sit buried under the ones that do.

  • Answers

    Automatically Download Bank Statements

    Every month somebody signs into the bank portal, picks an account, sets a date range, downloads a file, and then does it again for the next account. It is an hour of clicking that has to happen on a deadline, and it can only be done by someone who holds the login.

  • Answers

    Pull Applicants Without the ATS API

    You want the candidates out of your applicant tracking system and into a spreadsheet or a CRM. The usual advice starts with the vendor's API. That advice assumes three things you may not have: a plan that includes it, an admin who will mint you a key, and an engineer to write against it. Plenty of recruiting teams have none of the three, and an agency working inside a client's board has no path to a key at all.

  • Blog

    When the Site Has No API

    The sites your team logs into every day have no API and never will. Nobody is going to build one. So a person signs in, clicks through six screens, reads a number off the page, and types it into something else. Then they do it again tomorrow.

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