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New Candidate Intake

Everything that happens the moment a candidate arrives from a job board — recorded, checked, assigned and queued for the recruiter.

Active

How it runs

Every step below happens without a recruiter doing anything.

Trigger

New candidate received

Indeed · LinkedIn · ZipRecruiter · Referral

Action

Create candidate record

Contact, position, source, campaign, cost

Check

Check for duplicate

Email · phone · name similarity

Action

Assign recruiter

Routed by position and current workload

Action

Flag for duplicate review

Nothing is merged automatically

Action

Create task

Screening review, or duplicate review

Result

Notify recruiter

Appears in today's work

Live workflow run

Send one candidate through intake and watch what the recruiter doesn’t have to do.

Nothing running right now

In production this fires whenever a job board sends an application. Press Run Demo Workflow to see one go through.

Trigger

When this happens

New candidate received

A candidate application arrives from any connected job board.

Actions

5 steps, in order.

  1. Create candidate recordStore contact details, position, source and campaign.
  2. Check for duplicateCompare email, phone and name against existing records.
  3. Assign recruiterRoute to the recruiter who owns that position.
  4. Create screening taskQueue the initial candidate review with a due date.
  5. Notify recruiterSurface the candidate in the recruiter's daily list.

This month

Runs
248
Successful
241

97.2% completed without a person stepping in · last run 4 hours ago

Workflow needs review

7 candidate records require manual review. The workflow stopped rather than guessing.

Review candidates

What it produced

Most recent tasks created by this workflow

All recruiter tasks