Candidate Submission & Shortlist Delivery

Q: How does the automation score candidates consistently?

All candidates are scored against the same rule-based rubric tied to job requirements, ensuring every recruiter applies identical criteria regardless of personal judgment.

Q: Will the automation work with our existing ATS and spreadsheets?

Yes, the automation integrates with mainstream ATS platforms and spreadsheet tools to read job specs and write candidate data and status updates automatically.

Q: What happens if a candidate doesn't match any open roles?

The automation can flag candidates for future roles or mark them as held, and your team can review and manually reassign them as needed.

Q: How quickly will shortlists reach hiring managers?

Shortlists are compiled and formatted within minutes of the final candidate being reviewed, typically delivering to clients within hours instead of days.

Packaging and sending shortlists to clients and tracking who has been reviewed.

273 hrs

Manual time identified

Companies have mapped

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About This Automation

Candidate screening and shortlist delivery is the core workflow where recruiters review applications, extract candidate data, score profiles against job requirements, and compile shortlists for hiring managers.

Automation extracts candidate information from CVs and applications, scores each profile against job specifications using a consistent rubric, and compiles ranked shortlists automatically. Hiring managers receive shortlists within hours instead of days, and scoring is uniform across all recruiters.

Key features:

Extract candidate details from CVs and applications automatically

Score candidates against job requirements using a consistent rubric

Rank and identify top matches for each role

Compile formatted shortlists with candidate summaries and match scores

Update candidate status in your ATS or CRM automatically

Deliver shortlists to hiring managers with one click

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual CV data extraction Recruiters spend significant time manually copying candidate information from CVs into spreadsheets or ATS records.	80%
2	Inconsistent scoring logic Each recruiter applies different scoring criteria, leading to variable candidate rankings and quality inconsistency.	67%
3	Slow shortlist turnaround Compiling and formatting shortlists takes days, causing candidates to accept offers from faster-moving competitors.	53%
4	Manual status tracking Updating candidate status across multiple systems is repetitive and prone to omission or duplication.	40%
5	Email and document formatting Preparing professional shortlist emails and attaching multiple CVs is tedious and error-prone.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.3/ 10

AI Fit Rating™

9.1/ 10

Automation Lift Index™

8.7/ 10

Hidden Overhead™

7.3/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. New Candidate Application Receivedtrigger

Automation triggers when a new candidate application arrives in the recruitment system or email inbox.

2. Extract Candidate Data

The automation parses the CV and application form to extract name, contact, experience, skills, location, and salary expectations automatically.

3. Score Against Job Spec

The automation compares extracted candidate data against the job requirements and assigns a match score based on predefined criteria.

4. Check Shortlist Threshold

Automation checks whether enough candidates have been scored for the role and whether the top candidates meet the minimum match threshold.

5. Compile and Format Shortlist

Automation ranks top candidates by score and generates a formatted shortlist document with candidate summaries and match percentages.

6. Send Shortlist to Client

Automation sends the shortlist and candidate CVs to the hiring manager via email or uploads to the client portal.

7. Update Candidate Status

Automation updates each candidate's status to reflect shortlist outcome and logs the delivery timestamp.

8. Notify Recruiter

Automation sends a confirmation message to the recruiter with shortlist summary and client delivery confirmation.

Most popular tool stack used

— the complete tool combinations companies use

52% of companies

28% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

1.9k hrsIdentified

24Mapped

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Frequently asked questions

Everything you need to know before mapping this process.

What candidate information does the automation extract from CVs?

The automation pulls name, contact details, work experience, skills, location, and salary expectations directly from CVs and application forms, eliminating manual data entry.

How does the automation score candidates consistently?

Will the automation work with our existing ATS and spreadsheets?

What happens if a candidate doesn't match any open roles?

How quickly will shortlists reach hiring managers?

View more FAQs

Process pain:8.3/10

Mapped by:7 Companies

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Page updated 10 August 2026