1.Detect new lead submission
Integrate Perspective, form capture tools, and routing systems to detect new funnel leads and start dossier generation.
Create candidate dossier and email hiring inbox for leads
Automatically monitor new funnel submissions across Perspective and hiring document tools. Create and send candidate PDFs when new lead arrives, submission form sent, or answers capturedβso you can speed up reviewer handoff, standardize candidate dossiers, and keep files organized without manual document prep.
How this automation accelerates recruiter dossier review
When new funnel leads keep arriving without a consistent dossier, reviewers lose time to formatting and searching templates. This automation formats lead fields, generates a candidate document and PDF, and emails it to the hiring inboxβso your team can review faster.
Perspectiveor swap with your favorite app
2.Formats lead created date
Integrate Formatter by Zapier and data transformation tools to format the lead created timestamp to a local date field.
Formatter by Zapieror swap with your favorite app
3.Finds matching template file
Integrate Google Drive and file search tools to find the configured template title and return the template file ID.
Google Driveor swap with your favorite app
4.Creates document from template
Integrate Google Docs and document templating tools to map submission fields and create the candidate document in your output folder.
Google Docsor swap with your favorite app
5.Exports document to PDF
Integrate Google Drive and PDF export tools to save the document as a PDF in your configured hiring PDFs folder.
6.Sends candidate PDF to inbox
Integrate Gmail and email delivery tools to send the PDF to the hiring inbox with configured CC and a reference subject.
Gmailor swap with your favorite app
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Accelerate applicant review with automated intake routing, candidate tracking, and stage updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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