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Prepare screening notes for applicants

Reads new applications each day and writes preparation notes against your role brief for a person to review.

Every day2 apps4 steps

Apps it connects

Authenticate each one once and the workflow is ready to run.

What it does

Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.

  1. 1Google SheetsRead rowsReads the 'Applicants' tab, and the 'Screening notes' tab so anyone who already has notes is skipped.
  2. If notesSheet.headers is empty

    1. 2Google SheetsAppend rowAppends one row per applicant to the 'Screening notes' tab with the name, email, source row number and notes.
  3. For each applicant

    1. 3AnthropicGenerate model responseAsks the AI for notes against your role brief: what lines up, what is not evidenced, and two questions to ask.
    2. If notes is not empty

      1. 4Google SheetsAppend row

How it works

What happens on each run, in plain English.

Once a day, new applications in your applicants sheet are read and AI prepares short notes on each against your role brief: what lines up with the role, what the application does not evidence either way, and two questions worth asking. The notes are for whoever reads the applications, so they arrive knowing what to ask.

Each applicant gets one row in a separate 'Screening notes' tab, with the name, email, source row number and the notes, and is prepared only once: anyone already on that tab is skipped. Nothing is written over the applications themselves. The AI is told not to recommend hiring, rejecting or ranking anyone, and to say when something is not evidenced rather than infer it. Each run prepares up to 25 applicants and the rest follow on the next run. If a column is missing, the notes tab can't be found or a note fails, the run is marked as failed and says why; otherwise it ends by saying how many were prepared.

You need Google Sheets and Anthropic connected, the link to your applicants spreadsheet, an 'Applicants' tab with Name, Email and Background columns, an empty 'Screening notes' tab in the same spreadsheet, and a description of the role.

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