Automate HR candidate shortlisting with Sheets, Gmail, ClickUp & Calendly

📝 Description This n8n workflow automates the candidate shortlisting process by integrating Google Sheets, Gmail, ClickUp, and Calendly. It fetches candidate records, filters high-scoring profiles, sends personalized advancement emails, and creates screening tasks for your HR team—all with a single manual trigger.

🚀 What It Does

Fetch All Candidate Records - Retrieves complete candidate data (names, scores, contact info, summaries) from the ‘Resume store’ Google Sheet (Sheet2). - Efficiently loads all rows for batch analysis.

Filter High-Score Candidates - Applies a threshold filter (default: score > 70) to identify strong-fit candidates. - Only qualified profiles advance; threshold is customizable per role.

Send Congratulations Email - Sends personalized emails to qualified candidates using Gmail. - Includes a dynamic Calendly scheduling link for interview booking. - Maintains a positive candidate experience with professional messaging.

Create Screening Task in ClickUp - Automatically generates screening tasks for each qualified candidate in ClickUp. - Assigns tasks to a designated team member and organizes them in specified project folders. - Ensures accountability and seamless follow-up.

📈 Key Benefits - Speed: Instantly advances qualified candidates—no manual sorting. - Consistency: Standardized criteria and communications for every role. - Organization: Auto-creates ClickUp tasks so nothing slips through. - Experience: Timely, professional communication enhances candidate journey. - Efficiency: Reduces HR workload and error risk.

⚙️ Customization & Integration - Score Threshold: Set to 70 by default; adjust for different roles or seniority. - Email Template: Editable subject, body, and CTA (Calendly link). - ClickUp Integration: Uses configurable Team, Space, Folder, List, and Assignee IDs. - Systems Supported: Google Sheets (data), Gmail (email), ClickUp (tasks), Calendly (scheduling). - 🔧 Setup Requirements - n8n instance (self-hosted or cloud). - Google Sheets access for ‘Resume store’ (Sheet2). - Gmail credentials for candidate notifications. - ClickUp API token and IDs for task creation. - Calendly link for interview scheduling.