Create a candidate screening and interview kit
Turn a role need into structured screening questions, interview scorecards, scheduling, and candidate summaries.
Setup time
2 hours
Time saved
4-10 hours
Best for
Founders, Hiring managers, Recruiters, Small teams
Tools
Typeform, Airtable, ChatGPT, Calendly, Notion
Overview
This workflow helps small teams hire more consistently by separating role criteria, screening signals, interview notes, and decision evidence.
When to use this workflow
Tools you need
Typeform
Forms
Form builder for lead capture, research surveys, intake forms, and customer feedback.
Visit websiteAirtable
Database
Spreadsheet-database hybrid for lightweight CRM, content calendars, and operations trackers.
Visit websiteChatGPT
AI assistant
General AI assistant for drafting, reasoning, rewriting, and structured content generation.
Visit websiteCalendly
Scheduling
Scheduling tool for booking sales calls, interviews, customer research sessions, and office hours.
Visit websiteNotion
Workspace
Workspace for docs, databases, calendars, SOPs, and team knowledge bases.
Visit websiteStep-by-step workflow
Define role outcomes
Write the outcomes the hire must deliver in the first 30, 60, and 90 days.
Tool used
Notion
Expected output
A role outcome brief.
Build the screen
Create a short form with deal-breakers, work samples, availability, compensation range, and context questions.
Tool used
Typeform
Expected output
A candidate screen form.
Score consistently
Store candidates in a table with required criteria, evidence notes, stage, and next action.
Tool used
Airtable
Expected output
A candidate pipeline.
Generate interview kits
Create role-specific questions, scorecards, and red-flag checks from the outcome brief.
Tool used
ChatGPT
Expected output
Interview kits.
Schedule and summarize
Book interviews and summarize notes into a decision memo after each conversation.
Tool used
Calendly
Expected output
Scheduled interviews and memos.
Prompt templates
Interview kit
Create an interview kit for this role. Include outcome criteria, screening questions, structured interview questions, scorecard, work sample idea, red flags, and decision memo template. Role: [paste]Candidate decision memo
Turn these interview notes into a candidate decision memo. Include strengths, risks, evidence, scorecard, open questions, and recommendation. Notes: [paste]Automation ideas
- Create candidate records from form submissions
- Send interview reminders with role context
- Generate weekly hiring pipeline summaries
Common mistakes
- Screening for vibes instead of outcomes
- Changing criteria mid-process
- Letting AI make final hiring decisions without human review
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