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AI agent for creative directors

Freelancer Brief and Rate Match Agent

A ranked shortlist of freelancers that fit the brief, with reasons and open questions

DecisionsPeople and hiringCreatives
See how it worksGet access
Freelancer Brief and Rate Match Agent: what goes in, what the agent does and what you get

What it does

A brief arrives on Monday that needs a motion designer with 3D skills by the 20th, and the director starts opening portfolios from a dozen places. This agent takes the brief and the saved freelancer list, collects each candidate's portfolio links, rates and availability, and scores fit by style, skills, availability and rate. Candidates who fail a hard requirement, such as a missing tool or dates they cannot cover, are removed with the reason shown. For gaps in the data, it drafts a short question to the candidate and rescoring happens when answers arrive. It then produces a ranked shortlist with the evidence for each score. The director approves who is contacted. Edge case: a candidate with the best reel but a rate 40 percent over budget is kept as a reach option and labeled as such.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Brief received 2 DOES Extract hard requirements and nice-to-haves from thebrief 3 USES A TOOL Read freelancer records, portfolios, rates andavailability 4 DOES Remove candidates who fail a hard requirement 5 DOES Score the rest on style, skills, availability andrate 6 CHECKS THE RESULT Is every score based on data, not blanks? If not: Draft questions for the missing fields andrescore when answers arrive. Back to step 2. 7 DOES Build the ranked shortlist with evidence 8 CHECKS THE RESULT Does the shortlist have at least 3 candidates insidebudget and dates? If not: Relax a nice-to-have, add reach candidates, orsearch a wider list. Back to step 3. 9 YOU APPROVE Director approves who is contacted 10 RESULT Shortlist and draft outreach ready
Read the steps as a list
  1. Brief received
  2. Extract hard requirements and nice-to-haves from the brief
  3. Read freelancer records, portfolios, rates and availability
  4. Remove candidates who fail a hard requirement
  5. Score the rest on style, skills, availability and rate
  6. Is every score based on data, not blanks?If not: Draft questions for the missing fields and rescore when answers arrive. Back to step 2.
  7. Build the ranked shortlist with evidence
  8. Does the shortlist have at least 3 candidates inside budget and dates?If not: Relax a nice-to-have, add reach candidates, or search a wider list. Back to step 3.
  9. Director approves who is contactedThe agent waits here for your OK.
  10. Shortlist and draft outreach ready

How it decides

It removes candidates who fail hard requirements, scores the rest on style fit, skills, availability and rate, and keeps unscored fields visible rather than guessing.

  • Remove any candidate who cannot cover the dates
  • Weight style fit 40 percent, skills 30 percent, rate 20 percent, availability 10 percent
  • Label candidates above budget by more than 20 percent as reach options
  • Ask for missing data once before scoring a field as zero

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Scoring weights
  • Budget tolerance for reach options (default 20 percent)
  • Where the freelancer list is stored
  • Hard requirements for each project type
  • Shortlist size

What keeps you in control

It always asks you first

  • Director approves the shortlist and every outreach message

Hard limits

  • Never contact a freelancer or share the brief without approval
  • Never invent rates or availability

It stops when

  • Done: A ranked shortlist of 3 to 5 candidates is approved
  • Stop: No candidate meets the hard requirements, so the agent reports that the brief or dates need to change

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA brief needs 6 weeks of 3D motion work from June 3 at up to 7,500 dollars. Of 11 candidates, 4 are unavailable. Of 7 left, one has no rate on file; the agent asks and the answer is 9,800 dollars, so she is labeled reach. The ranked list has four names. The director approves outreach to three.

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