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3B Soft Ltd, 3rd Floor, 86-90 Paul Street, London, EC2A 4NE
info@3b4sf.com

3B AI Initiatives

Automate is the engine behind everything we do, providing a powerful automation and AI layer that connects your systems, streamlines processes and unlocks time across every part of your business. Built on top of n8n, the world’s leading automation platform, Automate delivers best-in-class technology that is fully embedded into your Salesforce ecosystem and tailored to the way you actually work.

Alongside this, we have developed a suite of AI tools designed to take the heavy lifting out of high-volume hiring. From screening candidates to validating documents, our AI improves data accuracy, reduces manual input and helps recruiters move faster without cutting corners, bringing intelligent automation and practical AI together in one unified platform.

Personal Virtual Recruiter,
AI that genuinely delivers results

Our AI Recruiter acts as your digital resourcer, guiding candidates through registration, pre-screening, and onboarding. It asks the right questions to qualify candidates for the job, handles scheduling, and keeps the process moving, even when you’re not. 

What it does: 
  • Registers candidates and pushes them straight into your ATS 
  • Screens candidates with job-specific vetting questions 
  • Automates interview bookings and onboarding steps 
  • Chases compliance tasks like missing info or expiring docs 
  • Re-engages dormant candidates with relevant job opportunities

At the heart of 3B Forms is a drag-and-drop builder that lets anyone create complex forms quickly and easily with no coding required. It speeds up form creation and makes deployment a breeze.

With a rich array of form elements at your fingertips, 3B Forms empowers organisations to design forms that capture specific data points. From simple text inputs to complex matrix questions, the platform caters to diverse form creation needs.

3B Forms includes full styling options, so you can tailor forms to match your brand and deliver a consistent, professional experience every time.

3B Document AI,
Secure, Fast, Engaging

No more manual checks or paperwork bottlenecks. AI Documents scans, verifies, and extracts key information from ID, RTW, and onboarding documents, so candidates get cleared faster, and your team gets hours back. 

What it does: 
  • Automatically extracts and stores key document info 
  • Flags errors or missing details before they cause delays 
  • Reduces manual compliance work (and human error) 
  • Integrates seamlessly with 3B’s onboarding tools

By removing manual steps and back-and-forth emails, documents move from creation to signature far more quickly. Automated generation and signing mean approvals happen in minutes rather than days, helping teams onboard people, partners and customers faster all whilst closing agreements sooner, keeping momentum across the entire process.

Teams can see exactly where every document sits at any point in time. Whether a document has been sent, viewed or signed is instantly visible in Salesforce, removing guesswork and follow-up chasing while giving teams full confidence that nothing is stuck or forgotten.

Every signature is captured securely with a complete audit trail. Documents are protected, tamper evident and fully traceable, giving businesses confidence that agreements stand up to scrutiny and meet compliance, governance and security requirements.

A simple, digital signing process makes life easier for customers, partners, candidates and internal teams alike. Documents arrive pre-filled, are easy to review and can be signed on any device, reducing frustration and unnecessary follow-ups. The experience feels professional, modern and respectful of their time.

Alternatively, please scroll down to learn more and book a demo

What can it do

3B AI brings intelligent automation directly into your Salesforce environment, enabling organisations to interact with their workforce data in entirely new ways. AI powered assistants can respond to queries, update records, manage shift changes and capture availability, while smart forms automatically collect information and route it to the right teams.

Workflows can be created and executed without manual intervention, and data can be instantly transformed between formats, such as converting files, documents or submissions into structured records like shifts or invoices, reducing administration and accelerating operations at scale.

Core Integrations
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Weekly Hrs Saved in Doc Ops
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Faster Admin
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JASON TO PROVIDE MID MARCH 26
Sam Porter
Morgan Hunt

No bolt-on tools.
No duplicated data.

One unified platform.

3B AI

Contact 3B Today

Automate brings intelligent automation and practical AI together, streamlining high-volume hiring, improving data accuracy and freeing your teams from manual effort at scale.

Book a walkthrough with one of our friendly team and see how Automate works inside your Salesforce environment

Looking to enhance other areas
of your Salesforce platform?

Engage Studio

To build and customise Forms, Portals and Apps right in your system, so your environment is always up to date, no matter where you embed them

Accelerator Packages

Check out the 3B pre-built suites. These are our configurable packages which cover our cutting-edge AI options, Onboarding, Workforce Management, inc. time tracking & scheduling and Vendor Management options