Screen candidates and record scores in your CRM
Have an agent review interview transcripts, score each candidate against your rules, and save the results in your CRM.
- What they did
- A recruiter used Lindy’s Recruiting Screener template and linked it to Slack, Gmail, and a CRM using built-in connectors. The agent pulled in interview transcripts, checked each candidate’s answers against the rules they had set, and wrote the results into the CRM. They could also insert approval checkpoints before a message or decision moved forward.
- How it went
- The agent followed the scoring rules, carried context from one step to the next, and ran without any coding. The test used mock resumes and sample roles, so it was not a live hiring trial. The writeup did not give accuracy figures or time saved, and it noted that more complex setups may need some tweaking.
- Tips
- Use clear scoring rules and add review steps anywhere a candidate-facing or final action could happen. Expect to spend more time refining advanced workflows than simple ones.
Try it yourself with Lindy
For each interview for [role], read the transcript from [source]. Score the candidate using these criteria: [criteria with weights]. Write the score and a short rationale into [CRM or ATS]. Before any candidate message is sent or any record is finalized, pause and ask me to approve it. If a score is borderline, flag it for review instead of taking action.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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