I created an automated application process for a recruitment professionals, which registers applicants in a CRM system and organizes the initial interview automatically. Additionally, I set up a complete CRM workflow and database using Notion.
Problem at hand
The customer was managing all applicants in Excel and manually organizing initial interviews by calling applicants. This consumed too much time and made the interview process difficult and inefficient.
Solution
I designed an automated process that sends an email to applicants upon registration, with a link to book an interview based on the customer’s availability. All applicants were stored in the adjusted CRM workflow, providing better visibilityof applicant stages and generating useful business reports.
Benefit
Reduction of time from 4,5 min to 5 seconds.
Details about the automation
Applicant registration
• Automates applicant registration, saving all data in the CRM system and sending a confirmation email to the applicant immediately and to the recruiters as well.
• Integrates with Calendly to create available time slots for automated interview booking.
CRM System
Notion database designed to reflect recruitment process needs
Customized Notion CRM template including custom views to provide an overall process overview and improve business reporting.
Used applications
Make
Notion
Calendly
Slack
Email
Examples of automation
Make.com automation workflow
Notion CRM Database and pipeline overview
Like this project
Posted Oct 19, 2024
No more manual tasks. From applicant registration to interview scheduling, everything flows effortlessly in CRM. Client saves time and works smarter.