HR & RECRUITING
ATS Stage-Advance Feedback Rollup to Outlook Hiring Manager
When a candidate is moved to the decision stage in your ATS, it gathers all interview scorecards, builds a one-page summary email.
How it runs
The automated pipeline, trigger to output.
- TriggerCandidate advances to decision stageHubSpot
- ActionPull scorecards and competency weightsAirtable
- ActionBuild one-page decision summaryOpenAI
- LogicResolve hiring manager and CC list
- OutputEmail decision brief to hiring managerOutlook
What it does
Triggered by a candidate advancing to the decision stage in HubSpot, this pulls every linked interview scorecard, ranks the candidate against the role's must-have competencies, and emails the hiring manager a concise one-pager: the recommendation, the strongest and weakest signals, and the open questions to resolve before an offer.
When to use it
Use it when your ATS stage change is the natural signal that a decision is due, and you want the hiring manager to open their inbox to a finished summary rather than a pile of raw notes.
How it works
- 1HubSpot fires when a candidate record moves into the decision stage.
- 2An Airtable step pulls all scorecards linked to that candidate and the role's competency weights.
- 3An OpenAI step builds the one-page summary with ranked strengths, gaps, and open questions.
- 4A logic step picks the hiring manager and CC list from the role record.
- 5An Outlook email delivers the decision-ready brief.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect OutlookMail, calendar, contacts.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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