Operations · Planning example

An applicant shouldn't wait a month for an answer.

Slow hiring loses good people. This demo shows an intake workflow that acknowledges every applicant, sorts them into shortlist / pool / reject, and hands the shortlist to a human panel — without a generic auto-rejection.

What triggers this workflow

New application received

Form submission or email-to-CRM pipeline creates a Person + Application record in Twenty CRM.

Source: Form / email pipeline

Workflow steps

  1. Twenty CRM
    Capture
    Application form or forwarded CV lands in Twenty CRM as a Person + Application record.
  2. n8n
    Extract
    Role, experience, location and consent captured from the form fields.
  3. n8n
    Classify
    Rule-based check against the role's required criteria — no opaque scoring.
  4. n8n
    Branch
    Shortlist / pool / reject each get a different acknowledgement.
  5. Chatwoot + Twenty CRM
    Handoff
    Shortlist goes to the hiring panel with the application attached.

Tools used

Twenty CRM
Person + Application records, custom fields for consent
n8n
Extraction, classification and branching
Listmonk
Outbound acknowledgement
Chatwoot
Hiring panel notification

Human handoff

A person always makes the final call

The AI classification is a triage suggestion. Every shortlist, pool and reject email goes out only after a human reviewer signs off in Twenty CRM.

  • Application matches the role's required criteria
  • Application is borderline — needs human judgement
  • Application is incomplete or missing consent

Try it in your browser

Edit the sample inputs, choose a branch, and see what the workflow produces. The sandbox runs offline — no accounts touched, no messages sent.

Try it in your browser

Edit the inputs, pick a branch, and see what the workflow produces. Runs entirely in your browser — no messages are sent, no accounts are touched.

Sample inputs
Branch choice
Output — branch: Shortlist

1. Application received

Sam Brewer applied for Coding coach. Stated experience: 2 years tutoring, 1 year coding.

2. Triage branch

Email
Subject: Next steps — Coding coach at Brisbane Coding Club

Hi Sam Brewer,

Thanks for applying. We'd love to chat — please pick a 20-minute slot here: brisco.example/i/abc. We'll send a small take-home task afterwards; nothing tricky.

— Maya, Hiring
Task — Hiring panel
Review take-home submission
Due: Within 5 business days

3. Internal record

Twenty CRM record
Applicant
Sam Brewer
Role
Coding coach
Experience
2 years tutoring, 1 year coding
Branch
shortlist
Stage
Interview

Sample data only. Numbers, names and messages are placeholders for illustration. Wire the live workflow separately using the setup notes below.

Setup for production

Wiring it for production

Live deployment needs application storage, classification rules and reviewer sign-off.

  1. Configure Twenty CRM with a Person + Application record and custom fields for consent.
  2. Document the role's required criteria in plain English — these become the n8n classification rules.
  3. Add a reviewer-sign-off step in Twenty CRM so acknowledgement emails only send after a person approves.
  4. Wire Chatwoot so the shortlist branch pings the hiring panel.

Production prerequisites

  • Role criteria agreed with the hiring manager
  • Consent question on the application form (Australian Privacy Principles apply)
  • Reviewer sign-off step in Twenty CRM

Nothing here runs by default. Configuration has to be in place before any live send, booking or contact write.

Questions

Could this introduce bias?

Rule-based triage against documented role criteria is more transparent than a black-box score, but it's still the human reviewer's responsibility to confirm. The classification is a suggestion; the decision is always a person's.

What about Australian Privacy Principles?

Application data is collected under APP 3 (collection) with consent, used only for the role advertised, and disposed of when the role closes unless the candidate has opted into the talent pool.

Where this fits

Recruitment Intake & Triage across the platform

Want this recruitment intake & triage workflow running on your stack?

Pick the demo you're curious about or describe your own. We'll come back with what a real deployment looks like for your business — the workflow, the prerequisites, the people involved.

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