HR & RECRUITING
Indeed Intake to Phone-Screen Booking Agent
An agent that handles a new Indeed applicant end to end — reads the resume, scores against the rubric.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Indeed application receivedCustom MCP server
- ActionFetch resume and score against rubricOpenAI
- LogicDecide strong / borderline / reject
- ActionHold Outlook slot and create Zoom for strong fitsOutlook
- ActionCreate Zoom meeting and email inviteZoom
- OutputLog outcome and queue borderline in AirtableAirtable
What it does
This is the full intake-to-booking loop run by an agent rather than a fixed pipeline. For each new applicant it reads the resume, judges fit against the role rubric, and decides what to do: book strong candidates automatically, queue borderline ones for human review, and reject clear misses with a logged reason. Booking means a real Outlook hold, a Zoom link, and a sent invite.
When to use it
Use it when roles vary enough that rigid score thresholds misfire and you want judgment in the loop — handling unusual resumes, ambiguous experience, or multiple open reqs — while still moving fast on obvious yeses.
How it works
- 1A new Indeed application triggers the agent.
- 2The agent fetches the resume and job context from Indeed and scores it against the rubric with OpenAI.
- 3It decides an outcome: strong, borderline, or reject, with a written rationale.
- 4For strong fits it reads Outlook availability, holds a slot, creates a Zoom meeting, and emails the candidate the invite.
- 5Borderline candidates are written to Airtable for recruiter review; all outcomes and rationales are logged to the record.
Set it up
What you configure once, before turning it on.
- 1Connect Custom MCP serverConnect any MCP-compatible tool you own.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 4Connect ZoomMeetings, recordings, transcripts.
- 5Connect AirtableBases, tables, views, automations.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More HR & Recruiting workflows
Route interview feedback by score the moment it is submitted
Receives each interviewer's scorecard via webhook, normalizes the rating, and routes strong-yes feedback to fast-track and any flagged concern to the recruiter.
Loom intake to recruiter handoff email
Transcribes a hiring manager's Loom intake, summarizes the role, and emails a recruiter handoff brief via Outlook with clarifying questions when details are missing.
New-hire equipment order email to IT and vendor
On a scheduled lead-time before each start date, drafts and sends an equipment order email (laptop, monitor.
Compile interview scorecards into a hire-decision packet
When every interviewer has submitted their scorecard in Notion, automatically aggregates the scores, builds a one-page decision packet in Google Drive.
Assemble and send the debrief packet after the final interview
Triggered when a candidate's final interview ends on the calendar, it waits a short window for scorecards, compiles the aggregated packet to Google Drive.
New-Hire Credential Intake to Renewal Calendar Holds
When a new credential is added to the tracker, it validates the record, files the document.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

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