1.Monitors new submission rows
Integrate Google Sheets and spreadsheet tools to detect new spreadsheet rows and trigger dossier creation.
Create candidate dossier and panel record from submission
Automatically monitor new spreadsheet rows in your submissions worksheet across Google Sheets and Google Drive and Zendesk. Create and update applicant folders, review docs, and panel records when new submissions arriveβso you can prepare dossiers, enable faster reviews, and update links without manual reporting.
How this automation speeds up candidate review readiness
When submissions arrive in scattered sheets and inboxes, reviewers wait for folders and review links. This automation creates applicant folders, generates HoD review docs, and updates the panel spreadsheetβso your team can access complete dossiers fast.
Google Sheetsor swap with your favorite app
2.Finds user by submitter email
Integrate Zendesk and CRM lookup tools to find or create the submitter user record before continuing.
Zendeskor swap with your favorite app
3.Extracts file id from CV link
Integrate Formatter by Zapier and file parsing tools to split the CV link and output the storage file id.
Formatter by Zapieror swap with your favorite app
4.Creates year and applicant folders
Integrate Google Drive and folder management tools to find or create the year parent folder and create the applicant folder.
Google Driveor swap with your favorite app
5.Moves CV and copies form
Integrate Google Drive and file organization tools to move and rename the CV and copy the application form.
6.Creates review doc and updates panel
Integrate Google Docs and Google Sheets to populate the review doc and add panel and link data to records.
Google Docsor 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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