My "Automated" Onboarding Was Missing 40% of Application Data (Until This Fix) π₯
Built employee onboarding workflow using community template. Application submission β Team notifications β Task creation β Calendar invites. Worked perfectly for text fields. Name, email, phone, start date - all captured beautifully. Then HR noticed pattern: "Why doesn't the workflow capture their certifications? Previous experience details? Uploaded reference letters?" Oh. Because they're all in uploaded PDF documents. Workflow sees "document attached" and moves on. Missing 40% of application information. Creating incomplete employee profiles. THE PROBLEM: Applicants upload: Resume (2 pages), certification documents, reference letters, portfolio samples. Workflow captures: Form field text only. HR still manually opening PDFs. Reading resumes. Copying experience details. Checking certifications. Reviewing references. The automation wasn't automating the hard part. THE FIX: Extended template with document intelligence. When application includes PDF uploads β Extract relevant data β Populate complete profile β Route with full context. NOW THE COMPLETE FLOW: Application submitted β Form data captured β Documents parsed automatically β Experience extracted from resume β Certifications validated from scans β References pulled from letters β Complete profile created β HR gets full information. WHAT GETS EXTRACTED: From resumes: Work history, education, skills, years experience From certifications: License numbers, expiration dates, issuing bodies From references: Contact info, relationship, recommendation summary From portfolios: Project descriptions, technologies used All structured. All searchable. All actionable. THE TRANSFORMATION: Before: HR manually processes 12 applications weekly (45 min each) = 9 hours After: Automated extraction, HR reviews results (8 min each) = 1.6 hours Time saved: 7.4 hours weekly Quality improvement: No missed certifications or experience details. Complete profiles from day one. UNEXPECTED WIN: Reference checking automated. System extracts reference contact info, sends verification emails automatically, tracks responses.