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🧑‍💼 Form Application Screening Flow with AI

Applications that miss the stated minimum stop at the filter, and the ones that clear it are screened by an agent that knows the role.

  • Event-triggered
  • 100+ integrations
  • Branching logic
  • Schedule + monitor
UNIT · TASKADE.FLOW5 STEPS

How this flow runs

When

Form Submitted

A Taskade form is submitted. The fields become the data the rest of the flow works on. How it works

Then 1

Filter

Continue only if the application meets the stated minimum requirements

Stop a run cleanly when a condition is not met. A filtered run is not a failure, so it never shows up as an error — inside a loop it skips just that item and keeps going.

Then 2

Agent

Screening Desk

Ask an agent · Taskade AI

Knows
the role brief, the scorecard and your hiring bar
Remembers
how it scored earlier applicants for this role

Then 3

Add Task

Taskade

Then 4

Send Email

Gmail

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Filter is a step you add in the builder, in the same list as an app step — there is no separate scripting surface. All automation actions

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

What does this automation do?

Applications that miss the stated minimum stop at the filter, and the ones that clear it are screened by an agent that knows the role.

What can you do with it?

  • Stop the run early on applications that miss the stated minimum
  • Screen the rest against the role, not against a keyword list
  • Give every shortlisted applicant a same-day acknowledgement

The Steps

This automation runs in 5 steps:

  1. When Form Submitted
  2. Then Filter — continue only when the application meets the stated minimum requirements
  3. Then Taskade AI — Ask an agent ("Screening Desk")
  4. Then Taskade — Add Task
  5. Then Gmail — Send Email

What makes this different from a Zapier-style flow?

The "Screening Desk" step is not a one-off model call. It is a Taskade AI agent that knows the role brief, the scorecard and your hiring bar, remembers how it scored earlier applicants for this role, so every run builds on the last one instead of starting from an empty prompt.

A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.

Who is this automation for?

Built for hiring and program teams screening a high volume of applications. Applications that miss the stated minimum stop at the filter, and the ones that clear it are screened by an agent that knows the role.

How do you set it up?

  • Open the "Automations" tab in your workspace.
  • Click ➕ Add automation, then start from scratch.
  • Add the "Form Submitted" trigger.
  • Add a Filter step: Filter — continue only when the application meets the stated minimum requirements.
  • Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Screening Desk".
  • Add the action "Add Task" from Taskade.
  • Add the action "Send Email" from Gmail.
  • Enable the toggle in the top-right corner to activate the automation.

Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.

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