Discussion
Closed · Answered

How would you keep the reasoning behind a freelance-opportunity shortlist?

Tova Bernard

I'd like an agent to collect freelance projects from several sources, but a match score alone isn't enough. Budget, required skills, delivery dates, and whether the listing is still open all affect the decision.

In a Busabase opportunity pool, how would you separate hard requirements from the agent's assessment? Each entry should retain its source, reasons to pursue or skip it, and missing information, leaving the final outreach decision to a person rather than delivering only a high-score list.

Report
Kelly
Team

A match score alone is not enough. Store hard gates as filterable fields and keep the agent’s reasoning as reviewable text. Scan gates first; read the rationale second.

(Diagram: opportunity + hard checks + agent judgment.)

Suggested shape

Opportunities (one row per project)

  • Title, source/platform, URL, collected-at
  • Hard fields (yes/no or selects): budget OK, skills cover, still hiring, timeline OK
  • Status: review / worth contacting / needs info / skip
  • Match score (number, optional ranking only)
  • Why contact and risks / unknowns (long text)
  • Optional: owner, next follow-up

Hard fields answer “does it clear the bar?”; text answers “why do we think that?”

(Local demo: agent writes land as change requests in Inbox.)

(Local demo: reviewers see before/after on status and rationale.)

Daily flow

  1. Agent ingests new listings and fills hard fields + draft rationale.
  2. You filter “still hiring = yes” and “budget OK = yes”, then sort by score or recency.
  3. Read rationale; if something is missing, set needs info and write what to verify.
  4. Promote to worth contacting or skip; with approvals on, merge via Inbox so the team shares one decision trail.

How to verify

  • A “worth contacting” row should pass hard gates and have a concrete why—not only a score.
  • A “needs info” row should list what is missing (e.g. no budget stated).
  • Change-request history shows who flipped the status and when.

Boundaries

  • Score-only lists can’t be audited or taught back to the agent.
  • Stuffing rationale into the title makes filtering impossible.
  • Keep skipped rows with a reason so the same listing doesn’t reappear as “new” next week.

That keeps shortlist decisions explainable while still letting the agent do the heavy collecting.

Report

Your reply

Sign in to join the discussion. Reading is always open; you only need an account to post.

Sign in