Step 2: Connect Google Drive and Google Sheets

Authorize file storage and spreadsheet updates for candidate records.

1. Open Store CV File and set File Name to =CV-{{ $now.format('yyyyLLdd') }}-{{ $json.CV[0].filename }}.
2. Set Input Data Field Name to CV and choose the destination Folder.
3. Credential Required: Connect your googleDriveOAuth2Api credentials for Store CV File.
4. Open Update Spreadsheet, set Operation to append, and select your Document ID and Sheet Name.
5. Credential Required: Connect your googleSheetsOAuth2Api credentials for Update Spreadsheet.

Step 3: Set Up PDF Parsing and Data Extraction

Extract structured data from the submitted CV file.

1. Open Parse PDF File and set Operation to pdf.
2. Set Binary Property Name to CV.
3. In Extract Qualifications, set Text to {{ $json.text }} and keep the attributes for Educational qualification, Job History, and Skills.
4. In Extract Personal Details, set Text to {{ $json.text }} and keep the manual schema for telephone, city, and birthdate.
5. Note the parallel flow: Parse PDF File outputs to both Extract Qualifications and Extract Personal Details in parallel.

Step 4: Set Up AI Summarization and HR Evaluation

Summarize the candidate profile and evaluate HR fit against the role profile.

1. Open Combine Records and keep Mode as combine with Combine By set to combineAll.
2. In Summarize Candidate, confirm the prompt uses the fields from $json.output (city, birthdate, educational qualification, job history, skills).
3. Open Target Role Profile and set profile_wanted to the desired role description.
4. In HR Fit Evaluator, set Text to =Profilo ricercato: {{ $json.profile_wanted }} Candidato: {{ $('Summarize Candidate').item.json.response.text }} and keep Prompt Type as define.
5. Confirm Structured Result Parser is attached as the output parser with the vote and consideration schema.
6. Credential Required: Connect your openAiApi credentials in OpenAI Chat Model.

Step 5: Configure Spreadsheet Output

Map extracted and evaluated fields into your Google Sheet.

1. In Update Spreadsheet, map CITY to {{ $('Combine Records').item.json.output.city }}.
2. Set DATA to {{ $now.format('dd/LL/yyyy') }} and EMAIL to {{ $('Form Intake Trigger').item.json.Email }}.
3. Map SUMMARIZE to {{ $('Summarize Candidate').item.json.response.text }}.
4. Map VOTE to {{ $json.output.vote }} and CONSIDERATION to {{ $json.output.consideration }}.
5. Include qualification and history fields: EDUCATIONAL to {{ $('Combine Records').item.json.output["Educational qualification"] }} and JOB HISTORY to {{ $('Combine Records').item.json.output["Job History"] }}.

Step 6: Test and Activate Your Workflow

Validate the full execution chain and then enable the workflow for production use.

1. Click Execute Workflow and submit a test CV through Form Intake Trigger.
2. Verify that Store CV File uploads the PDF and Update Spreadsheet appends a new row with summary, vote, and consideration fields.
3. Check that the summary and HR evaluation are generated by Summarize Candidate and HR Fit Evaluator.
4. When satisfied, toggle the workflow to Active to run it in production.