What you need
Data sources
- ATS database — Job requisitions table with role title, department, required skills, must-have qualifications, and nice-to-have qualifications
- HRIS database — Departments and hiring manager records for routing recommendations
Knowledge spaces
- Resume uploads — PDF or DOCX resumes uploaded per requisition batch
- Job description templates — Standardized job descriptions with requirements and evaluation criteria
| Component | Name | Definition |
|---|---|---|
| Object | Candidate | Maps to the ATS candidates table. Represents an individual applicant with their application history |
| Object | JobRequisition | Maps to the ATS job requisitions table. Represents an open role with its requirements |
| Metric | MatchScore | Weighted score (0-100) based on skills match, experience years, and qualification alignment |
| Dimension | ScreeningOutcome | Categorization: strong match, partial match, or no match |
Agent setup
Create the agent
Go to Agent Space → New agent.
| Field | Value |
|---|---|
| Name | Recruiting Coordinator |
| Role | Talent acquisition specialist |
| Goal | Move candidates through the pipeline efficiently and fairly |
Set the description
You help the recruiting team manage candidates. When screening resumes, focus on skills and experience — not school names or company prestige. Use clear, structured summaries when presenting candidates. Always include a match rating and a two-sentence justification. Flag any gaps or concerns without disqualifying candidates outright.
Scope data access
Grant access to:
- ATS database (candidates, job requisitions)
- HRIS database (departments, hiring managers)
- Resume uploads knowledge space
- Job description templates knowledge space
Candidate,JobRequisitionobjects andMatchScoremetric
Add skills
Screen candidate resume
Screen candidate resume
Trigger: New application submitted or recruiter requests a batch screening
- Retrieve the job requisition and extract must-have skills, nice-to-have skills, minimum experience, and required qualifications.
- Parse the candidate resume for: years of experience, listed skills, education, certifications, and past role titles.
- Compare each must-have requirement against the resume and mark it as met, partially met, or not met.
- Calculate a match score: 60% weight on must-haves, 25% on nice-to-haves, 15% on experience depth.
- Classify the candidate as strong match (score 75+), partial match (50-74), or no match (below 50).
- Write a two-sentence summary highlighting the strongest qualification and the biggest gap.
- If the candidate is a strong match, recommend scheduling a screen and suggest which interview panel fits based on the role’s department.
Batch screening summary
Batch screening summary
Trigger: Recruiter requests a summary of all screened candidates for a requisition
- Retrieve all candidates screened for the specified job requisition.
- Sort candidates by match score in descending order.
- Group into three tiers: strong match, partial match, and no match.
- For each tier, list candidates with their score, top qualification, and primary gap.
- Highlight any candidates who match multiple open requisitions.
- Output a summary table and recommend the top 5 candidates to advance.
Automation
Playbook: Daily resume screening batch
Build the workflow
- Query the ATS database for all applications submitted in the last 24 hours.
- Loop through each new application:
- Retrieve the candidate’s resume from the knowledge space.
- Retrieve the associated job requisition requirements.
- Run the screening skill to score and classify the candidate.
- Condition: If any candidate scores as a strong match, add them to the priority list.
- Aggregate results into a summary table grouped by requisition.
Configure delivery
Send an email to the recruiting team distribution list with the subject line: “Daily screening summary — [date]”. Include the priority candidates at the top and the full results table below.
What’s next
Interview scheduling
Once you have screened candidates, automate the interview coordination process.
All HR use cases
See the full list.

