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Applicant Screening
Applicant Screening

Use Taskade to simplify hiring. Automate resume reviews, identify top candidates, and speed up the screening process.

Updated over a month ago

Overview

Today, you’ll learn how to use Taskade’s Custom AI Agents and AI Forms to create a faster, more effective applicant screening process. Applicants can submit forms with their resumes uploaded directly through Taskade, have the AI evaluate them and track them in your projects.

Here’s what we’ll cover:

  • How to use AI to identify strong and weak points in resumes.

  • How to create an AI Form for applicants to fill in and upload their resume.

  • Matching candidate qualifications with job descriptions.

  • How to track candidates through the hiring pipeline.

What are AI agents?

An AI agent can be a powerful tool for streamlining your applicant screening process in human resources. It can be equipped with datasets about your company’s job requirements, desired skills, and candidate profiles, allowing it to assess and evaluate applicants more effectively.

💡 Note: Visit this article to learn more about Custom AI Agents

Choose a Default Agent

You can get started immediately by just picking one of the default AI agents. They're already set up with all the basic instructions and commands you need.

1. Go to the AI Agents tab at the top of your workspace/folder.

2. Click the ➕ Create agent to open the agent creator.

3. Use one of the available agent templates.

Here are some agent templates that will help with applicant screening:

👥 Agent Type

🔤 Description

Human Resources

Excels in managing employee relations, recruitment, and organizational development.

➡️ Clone and start using this agent here

Train the Agent

With the agent in place, we need to teach it what constitutes the ideal candidate for the job opening. This will allow the agent to parse and understand incoming resumes.

  • Train the agent:
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    1. Go to the Agents tab.
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    2. Hover the mouse cursor over the agent.
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    3. Click Triple dot icon and then ✏️ Edit agent button on the right.

There are several options to teach the agent new things. For our agent, we're going to upload a job description for a Data Analyst position.

  1. Choose the Knowledge tab on the left, click on Enable Knowledge.
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    • (method #1) Click the box under ADD SOURCES and select the file.
      ​

    • (method #2) Drag & drop the file from your device.
      ​

  2. Click Update to save changes.

What Are AI Forms?

AI forms allow you to create shareable and customizable workflows using automation. You can build forms to collect data and use automation to process that data with AI. When your form is processed, the output of that form will appear on the same page.

💡 Note: Visit this article to learn more about AI Forms

Create an Applicant Screening AI Form

➡️ Start using this automation here

Setting up the automation:

  1. Navigate to the workspace screen.
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  2. Click on the Automations tab and Click on Add Automation.
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  3. Click Start from scratch.
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  4. Add a Form Trigger.

  5. Change the Form Title, Form Description and Submit Button Text, to any text that you prefer.

  6. Configure the Form Fields with questions you want the applicant to answer. Choose the appropriate field type for each question.

  7. Include a File Field at the bottom for the applicant to upload a resume.

We will now configure the Form output, this is what the applicant will see once the form has been submitted. We will set up a basic submission message, telling the user that the form has been successfully submitted.

Configure the Form output:

  1. Click on Configure in the Form Output section of the automation.

  2. Click on Add Output.

  3. Fill in the Title with "Submitted".

  4. Fill in the Output with the applicant's first name, thanking him/her for the submission.

  5. Note that all variables in the automation can be referenced in Output with the @ symbol.

Testing the Form:

  1. Add any Action to the automation to test how the form will look.

  2. Click Save changes in the top right corner.

  3. Click on the Use tab.

  4. Fill in the fields with dummy data and click on the Submit button.

  5. The submission message will be shown at the bottom of the form.

Process the Form

With the basic outline of the form created, we will now add actions to help process the form, passing the data submitted to the AI agent for analyzing and creating a project for it.

Improving the automation:

  1. Add a Convert File to Text action. This will convert the uploaded resume to a text format the AI agent can analyze.

  2. Fill in the File URL field with the Resume variable using the @ symbol.

  1. Add a Ask Agent Action.

  2. Select the Agent you created in the previous step.

  3. Give it instructions on how you want it to analyze the resume, ensure that the resume content is in the Input field by using the @ symbol and selecting Content.

  1. Add a Create Project Action. This will help to create a project with the agent's analysis.

  2. Fill in the Title field appropriately.

  3. Fill in the Content field with the agent's response by using the @ symbol and selecting Ask Agent Result.

With the automation completed, follow the same steps above to test the form, now a new project will be created with the AI agent's analysis of the resume uploaded.

Handle Multiple Job Positions

Configuring the automation created, you can add in branches to run different actions based on the job position applied for.

➡️ Start using this automation here

Track Applicants

Adding on the automation created, you can also automatically update your Taskade projects in the Table view to help keep track of the applicants in the hiring pipeline.

Simply use the Add Task action and fill in the fields appropriately, ensure that the Fields section set up with the correct Custom Field.

➡️ Start using this automation here

😊 Helpful Links

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