1.Detect new funnel lead
Integrate Perspective to catch new lead submissions and to start normalization for candidate onboarding.
Create candidate and send welcome message from funnel lead
Automatically parse full name and infer salutation from funnel lead submissions across Perspective, ChatGPT (OpenAI), Formatter by Zapier, Recruitee, KlickTipp, and Superchat. Create and update when raw name submitted, salutation detected, or parsed name components extractedβso you can create candidate records, subscribe recruiting contacts, and send welcome messages without manual data entry.
How this automation kickstarts screening with welcome messages
When new funnel leads arrive, delays can stall screening and waste recruiting time. This automation parses applicant names, creates candidate records, subscribes recruiting contacts, and sends a templated welcome messageβso your team can respond fast.
Perspectiveor swap with your favorite app
2.Parse candidate name and salutation
Integrate ChatGPT (OpenAI) and AI parsing tools to extract given and cleaned name lines for downstream steps.
ChatGPT (OpenAI)or swap with your favorite app
3.Format phone and clean email
Integrate Formatter by Zapier and data formatting tools to split names, format phone to E.164, and clean emails.
Formatter by Zapieror swap with your favorite app
4.Create candidate record
Integrate Recruitee and recruiting data mapping to create a candidate record and store funnel notes and contact fields.
Recruiteeor swap with your favorite app
5.Subscribe to recruiting list
Integrate KlickTipp and list subscription tools to subscribe the cleaned email and apply the right role tag.
KlickTippor swap with your favorite app
6.Send welcome message
Integrate Superchat and messaging templates to create or update a contact and send a welcome message with name variables.
Superchator swap with your favorite app
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Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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