HR Automation

Resume Screening

Score inbound resumes against job requirements and route qualified candidates to recruiters.

Automation overview

What this automation does

This automation starts when greenhouse application webhook or Gmail resume attachment. It openai score against jd and bamboohr create candidate record, then score ≥75 Slack summary; below 50 polite rejection email.

Trigger

Greenhouse application webhook or Gmail resume attachment

Main actions

OpenAI score against JD → BambooHR create candidate record

Final outcome

Score ≥75 Slack summary; below 50 polite rejection email

Execution time

30–90 seconds

Apps used

4 integrations

AI-powered

Difficulty

Beginner

Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger

Gmail

Resume received

OpenAI

Score against JD

Step 2

BambooHR

Create candidate record

Result

Slack

Notify hiring manager

Step-by-step

How each step runs

1
GmailTrigger
Resume received
Greenhouse webhook or Gmail resume attachment
2
OpenAI
Score against JD
GPT-4o scores match against Notion job description rubric
3
BambooHR
Create candidate record
Qualified candidates create BambooHR record
4
Slack
Notify hiring manager
Score ≥75 Slack summary; below 50 polite rejection email

Apps used

Connected applications

Gmail

Scores

OpenAI

Scores

BambooHR

Scores

Slack

Scores

Summary

Automation summary

Trigger: Greenhouse application webhook or Gmail resume attachment
Inputs: Greenhouse application webhook or Gmail resume attachment, Business Name, Notification Email, Timezone
Outputs: Score ≥75 Slack summary; below 50 polite rejection email, OpenAI score against JD, BambooHR create candidate record
Business goal: Automate resume screening end-to-end with accurate app routing.
Execution frequency: Real-time on event
Estimated runtime: 30–90 seconds
Error handling: Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies: Gmail, OpenAI, Notion

Benefits

Why use this automation?

Save ~10 hours/week

Remove repetitive steps from Resume Screening so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Requirements

What you need to get started

Required apps

Gmail
OpenAI
Notion

Required accounts

Active Gmail workspace with API access
Active OpenAI workspace with API access
Active Notion workspace with API access
Shata Automation workspace (free tier supported)

Required API keys

OAuth tokens for each connected integration

Permissions

Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

15 min including app authorization and test run
Difficulty: Beginner

Optional apps

Greenhouse (optional)
BambooHR (optional)
Slack (optional)

Automation runtime

Activate this template

PartialSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft

Activation readiness

Est. setup time: ~8 min

Required connections

Gmail(required)
⚠ Missing
OpenAI(required)
⚠ Missing
bamboohr(required)
Previewbamboohr: workflow actions run in preview
⚠ Missing

• Missing connection: Gmail
• Missing connection: OpenAI
• Missing connection: bamboohr

Manage all connections →View all installations →

Workflow summary

Trigger: Greenhouse application webhook or Gmail resume attachment
Steps: 4 nodes
Required apps: 3
Optional apps: 1

Trigger

Webhook trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FeaturedFreeBeginnerPartial15 min setup★4.72.6k installs · 139 reviews

Customize for My Business

Analytics

Template performance

26.8k

Views

2.6k

Installs

736

Favorites

4.7

Avg rating

9.8%

Conversion

15 min

Setup time

93%

Success rate

Trending score

Most used integrations

GmailOpenAIBambooHR

Greenhouse or Gmail attachment with subject `Application` triggers PDF text extraction, GPT-4o scores match against job description from Notion—skills, years, location—with weighted rubric, scores ≥75 create BambooHR candidate record and Slack notify hiring manager with summary bullets, 50–74 nurture folder, below 50 polite rejection email via Gmail template.

Some steps run in preview until their integrations go live.

Required apps

GmailLiveOpenAILiveBambooHRPreview

Optional apps

SlackLive

All integrations

GmailOpenAIBambooHRSlack

Workflow preview

How Resume Screening runs

Trigger

Load job rubrics

→

Process

Rule engine

→

Action

gmail

→

Notify

Alert & log

GmailOpenaiBamboohrSlack

Setup steps

Get started in 5 steps

1
Connect ATS and email
Greenhouse/BambooHR, Gmail, Notion JD library, OpenAI, Slack.
2
Load job rubrics
Each requisition ID maps Notion JD with must-have vs nice-to-have skills.
3
Configure scoring weights
Adjust skill match, experience, education, location weights per role.
4
Set routing thresholds
Hot, review, reject bands with distinct outcomes.
5
Audit 30 historical resumes
Compare AI scores to human hire decisions; tune rubric.

Variables

Configurable settings

Variable	Type	Default	Required
Business Name	text	Your Business	Yes
Notification Email	email	—	Yes
Timezone	select	—	Yes
Slack Channel	text	#general	No
Gmail Search Query	text	is:unread	No

FAQ

Frequently asked questions

Bias mitigation?

Scoring strips name, photo, and university prestige fields from prompt.

Non-PDF resumes?

DOCX supported via conversion; image-only resumes escalate to human.

Bulk import?

Zip upload to Drive processes batch with rate limit 50/hour.

Arabic CVs?

Multilingual extraction and scoring with Arabic JD support.

Reviews

4.7

★4.7

139 total reviews

Emily Davis

Customer Success · SupportPro

★★★★★Verified install

3/21/2026

Resume Screening replaced a manual process that took 2 hours daily. ROI was clear within the first month.

+ Support team helped customize quickly · Setup was straightforward

Omar Khalil

E-commerce Manager · Noon Seller

★★★★★

3/4/2026

We deployed this across three locations and saw immediate time savings. The Resume Screening workflow handles edge cases we didn't expect it to.

+ Scales well as we grow · Integrations worked on first try

Sarah Mitchell

Marketing Director · Bloom Agency

★★★★Verified install

2/15/2026

Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.

+ Saved our team 10+ hours weekly · Reliable triggers every time

− Took longer than estimated for advanced config

Documentation

Template documentation

Overview

Requirements

Active gmail account with API access
Active openai account with API access
Active bamboohr account with API access
No AI provider required
Shata Automation workspace (free tier supported)

Supported apps

gmailLiveopenaiLivebamboohrPreviewslackLive

Triggers

Greenhouse application webhook or Gmail resume attachment

Actions

Load job rubrics
Configure scoring weights
Set routing thresholds
Audit 30 historical resumes

Examples

Quick start

Activate Resume Screening with default variables and run a sandbox test.

Scenario: New user installs template and validates output in under 15 minutes.

Production rollout

Connect live apps, map business rules, enable monitoring alerts.

Scenario: Team deploys to workspace after QA sign-off on test runs.

Troubleshooting

Workflow fails on first run: Verify OAuth scopes for all required integrations and re-authorize if expired.
Variables not applying: Check required fields in the Configure Variables step; empty required values block activation.
Notifications not received: Confirm notification email and Slack channel IDs match your workspace settings.

Release notes

Version 1.2.0 — Improved reliability and Slack notifications for Resume Screening.

Versioning

Version history

Current version: 1.2.0

v1.2.0Current

3/25/2026

improvementImproved error handling and retry logic for failed runs.
featureAdded optional Slack notification on workflow completion.

v1.1.0

1/24/2026

featureNew variable: brand voice selector for AI-powered steps.
fixFixed timezone handling for scheduled triggers.

v1.0.0

11/25/2025

featureInitial marketplace release.

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Recommendations

Customize Resume Screening for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert

Resume Screening

What this automation does

End-to-end scenario flow

How each step runs

Connected applications

Automation summary

Why use this automation?

What you need to get started

Required apps

Required accounts

Required API keys

Permissions

Estimated setup time

Optional apps

Activate this template

Required connections

Workflow summary

Trigger

Run history

Template performance

How Resume Screening runs

Get started in 5 steps

Configurable settings

Frequently asked questions

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Interview Scheduling

Payroll Reminder

Performance Review

Training Reminder

Customers also installed

Interview Scheduling

Employee Birthday Reminder

Greenhouse Candidate Slack Alert

Payroll Reminder

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing

Customize Resume Screening for your business

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Interview Scheduling

Payroll Reminder

Performance Review

Training Reminder

Customers also installed

Interview Scheduling

Employee Birthday Reminder

Greenhouse Candidate Slack Alert

Payroll Reminder

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing