Candidate automated matching to job offers in Recruitment Pipeline

[Deleted user]

I am trying to automate the candidate matching in a Recruitment pipeline, so the matched candidates should appear in a list called "Candidates match" and each card should copy the candidate details, and the job offer matched details. Is there a way to do this?
Thank you very much

[Hannah Humbert - Simpla Workflows · Accepted solution]

@[deleted] can you explain your ideal workflow in a bit more detail from end to end? So from when a candidate applies for a job all the way through to the last step? When a candidate applies for a job, is a card being automatically created on the board? Are there also cards for each open position? 

[Deleted user]

the flow steps are:

1. the candidate register as a candidate on the website, automatically appears in the "new candidates" list in Trello

2. the candidate should be matched with one or more jobs available in the "open positions" list and be moved to the "candidates match list together with the open position matched name and a copy of the description

So, when a candidate register on the website a card is automatically created, each open positions have cards created. I need to match these cards according to a custom field called "category"

[Deleted user]

@Hannah Humbert - Simpla Workflows is there a way to achieve this?

[Hannah Humbert - Simpla Workflows]

@[deleted] so you'd like to copy the card into the appropriate list based on the position they applied for?

That should be possible. You'll need to use variables to match up the information. Something like:

when a card is added to the "new candidates" list, copy the card to the {{%Category}} list. 

[Deleted user]

@Hannah Humbert - Simpla Workflows I need the matching (based on category) to be done automatically. The category is not a list, but a custom field existing also in the candidates card and in the open position card. Should be something like "if card category from list "new candidates" is equal to card category from "open position" list, move card from "new candidates" list to "matched candidates" list, copy information from "open position" matching card to candidate card moved into "matched" list... or sort of...

[Hannah Humbert - Simpla Workflows]

@[deleted] this might be a bit closer to what you want?



What's happening is cards are being automatically created in the new candidate list with the category field already set. Butler then finds a card based on the value in this field "{{%Category}} Position". If the card is found, then it will copy the candidate card and copy the description from the found open position card.

when a card with custom field "Category" set is added to the board, lookup a card titled "{{%Category}} Position" in list "Open positions", copy the card to the top of list "Matched candidates", and set the card's description to "{foundcarddescription}"  

[Deleted user]

@Hannah Humbert - Simpla Workflows it should work as in the gif, but...
I made the following automation:
when a card in list "New Candidates" with custom fields "Category" completed is added to the board, find a card titled "{{%Category}} Position" in list "Open Positions", move the card to the top of list "Candidates match" on board "Recruiting Pipeline", and set the card's description to "{foundcarddescription}"

But... is not working
Couldn't find the "copy" option, so I set it to "move" which is fine also

[Hannah Humbert - Simpla Workflows]

@[deleted] For this part: 

lookup a card titled "{{%Category}} Position" in list "Open positions"

 If the category in your new candidate card is set to "Truck Driver", it's going to look for a card titled "Truck Driver Position" in the "Open Positions" list. 

The only lookup options are to look for a card titled something, or with a specific link. It's not possible to lookup based on a custom field. 

[Deleted user]

still not working. I've changed the card title to be equal to category, changed the automation to: "when a card in list "New Candidates" with custom field "Category" set is added to list "New Candidates", lookup a card titled "{{%Category}}" in list "Open Positions", copy the card to the top of list "Candidates match", set the card's description to "{foundcarddescription}", and link the cards together" still not working... is something I am constantly doing wrong and I don't know what

[Deleted user]

I've deleted the part with "link the cards together"...still not working

I've re-added the "Position" to card title and after {{%Category}}, still not working