HR & RECRUITING

Phone-Screen Invite Email Drafter and Sender via Outlook

Turns a held interview slot into a personalized phone-screen invitation email, drafts it with the candidate's name, role, time, and Zoom link.

CategoryHR & Recruiting
Enginesim
Difficultybeginner
Triggerevent
Steps5
Setup~5 min

How it runs

The automated pipeline, trigger to output.

  • TriggerCandidate row marked slot-held in AirtableAirtableAirtable
  • ActionDraft personalized invite emailOpenAI
  • LogicVerify time, link, and recipient present
  • ActionSend invite from recruiter Outlook mailboxOutlook
  • OutputLog send status to AirtableAirtableAirtable

What it does

Once a slot is held, this composes a warm, on-brand invitation email tailored to the candidate and the specific role, drops in the confirmed time and Zoom join link, and sends it from the recruiter's Outlook account. The candidate gets a clean, human-sounding invite within minutes of being shortlisted.

When to use it

Use it when you want fast, consistent candidate communication without recruiters copy-pasting templates and fumbling merge fields. It pairs naturally with the Outlook/Zoom slot-holder but works from any held-slot record.

How it works

  1. 1A candidate row marked slot-held in Airtable triggers the run.
  2. 2OpenAI drafts a personalized invitation using the candidate name, role title, interview time, and Zoom link, in your configured tone.
  3. 3A logic step checks that the time, link, and recipient email are all present, holding the send if anything is missing.
  4. 4The email is sent from the recruiter's Outlook mailbox to the candidate.
  5. 5The send timestamp and message status are written back to the Airtable record for tracking.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect AirtableBases, tables, views, automations.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect OutlookMail, calendar, contacts.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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