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4d • General Discussion 💬
My "Automated" Onboarding Was Missing 40% of Application Data (Until This Fix) 🔥
Built employee onboarding workflow using community template. Application submission → Team notifications → Task creation → 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 → Extract relevant data → Populate complete profile → Route with full context.
NOW THE COMPLETE FLOW:
Application submitted → Form data captured → Documents parsed automatically → Experience extracted from resume → Certifications validated from scans → References pulled from letters → Complete profile created → 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.
Used to take 2-3 days. Now happens same day.
THE NUMBERS:
Applications monthly: 50
Document types handled: Resumes, certifications, letters, portfolios
Extraction accuracy: 91% (HR reviews flagged items)
Profile completion: 100% (was 60%)
The onboarding template from this community handles workflow orchestration brilliantly. Just needed document reading capability for uploaded files.
Build time: 75 minutes to add document processing
Monthly value: 30+ hours saved
Are your workflows blind to uploaded documents? Simple extension fixes that.
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My "Automated" Onboarding Was Missing 40% of Application Data (Until This Fix) 🔥
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