HR & RECRUITING
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.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Loom intake videoLoom
- ActionFetch transcript from LoomLoom
- ActionDraft recruiter brief and gaps with OpenAIOpenAI
- LogicBranch on missing-detail gaps
- OutputEmail handoff brief via OutlookOutlook
What it does
Converts a hiring manager's Loom intake into a recruiter handoff email. It transcribes the video, summarizes the role into a tight brief, and sends it to the assigned recruiter through Outlook. If important details are absent, it appends a short list of clarifying questions so the recruiter knows exactly what to confirm before sourcing.
When to use it
Use it when intake happens async over Loom but the next step is a human recruiter who lives in email. Good for agencies and in-house teams that want a written record of the intake without building it by hand.
How it works
- 1A hiring manager records a Loom and the workflow triggers on the new video.
- 2The transcript is retrieved from Loom.
- 3OpenAI produces a recruiter-facing brief: role summary, candidate profile, sourcing channels, and a gaps list of anything the brief is missing.
- 4A logic step decides whether the gaps list is empty or needs to be surfaced to the recruiter.
- 5Outlook sends the handoff email to the recruiter, embedding the brief, the gaps (if any), and the Loom link for reference.
Set it up
What you configure once, before turning it on.
- 1Connect LoomVideo transcripts, libraries.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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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