AI-Powered Candidate Shortlisting Automation for ERPNext n8n Workflow Template

n8n workflow template · 23 nodes · ERPNext

AI-Powered Candidate Shortlisting Automation for ERPNext is a free n8n workflow template that starts when its webhook receives an HTTP request and works with ERPNext, Google Gemini, Microsoft Outlook and WhatsApp Business Cloud. It has 23 nodes, 2 of them AI nodes (Google Gemini Chat Model and AI Agent). The notes inside the workflow say: “Thank you for using this workflow template. It has taken me countless hours of hard work, research, and dedication to develop, and I sincerely hope it adds value to your work.” To run it, you add your own credentials for ERPNext API, Google Gemini (PaLM) API, Microsoft Outlook OAuth2 and WhatsApp Business Cloud API.

At a glance

Trigger
Webhook (Webhook)
Nodes
23
Apps
ERPNext, Google Gemini, Microsoft Outlook and WhatsApp Business Cloud
AI nodes
2
Credentials
4 types
Category
CRM, sales and lead generation

Apps and integrations

  • ERPNext
  • Google Gemini
  • Microsoft Outlook
  • WhatsApp Business Cloud

Node types used

  • Code
  • Edit Fields (Set)
  • ERPNext
  • If
  • Google Gemini Chat Model
  • HTTP Request
  • Webhook
  • Switch
  • Extract from File
  • Merge
  • AI Agent
  • Microsoft Outlook
  • WhatsApp Business Cloud

How it works

The text below comes from the sticky notes inside the workflow. We removed links, code samples and anything that looks like a key or token.

Developed by Amjid Ali

Thank you for using this workflow template. It has taken me countless hours of hard work, research, and dedication to develop, and I sincerely hope it adds value to your work.

If you find this template helpful, I kindly ask you to consider supporting my efforts. Your support will help me continue improving and creating more valuable resources.

You can contribute via PayPal here

For Full Course about ERPNext or Automation using AI follow below link

Additionally, when sharing this template, I would greatly appreciate it if you include my original information to ensure proper credit is given.

Thank you for your generosity and support! Email

Get Apprropraite Data

These Nodes are to extract only the Required Data from the Webhook Node

Resume Available?

First Node: If Resume is not attached or Then Job Applicant will be Rejected Second Node: If job is not applied against opening then the Applicant will be kept on hold.

Validate if the Resume is Available and It is against a specific Job

These Nodes are to extract only the Required Data from the Webhook Node

Get file of Resume Detail from ERPNext Applicant

Extract the Resume Download Link and Decide which Attachment type it is as every attachment will be treated differently. Currently I provided only for PDF Version but you can add seperate flow for other versions

Download the File.

If you are using S3 to Upload attachments you can use S3 node here to download the attachment

N8N has the Node to convert PDF to Text, but PDF should be converted from Text. Scanned Image PDF will not be converted.

You can use ohter nodes here to convert word file to text or JPG to Text, possiblities are limitless.

Get Job Opening Data

As Job is applied against a specific Job, you can now get the Job Opening Data which must be having the Job Description.

AI Agent to do its Job

See full prompt which tells this AI Agent that you are a recruitment sepcialist and all the roles are defined in this node.

It will shortlist the candidate and will give the descriptive output with candidate fitlevel, score, rating and justification.

Create Fields

This Java Script will convert the extracted fieldws from AI Agent and will create fields which are already created in ERPNext.

Ensure to create below fields in ERPNext

justification_by_ai fit_level score

applicant_rating field is already there, which will be updated with 1 to 5 star

Update data in ERPNext

Here First node will do the formatting of the data and will convert output from AI Agent to Appropriate Fields which are defined in ERPNext and then will Send to Next Node

ERPNext (HTTP Node)

This node will take the Data from Previouis Node and will update the Applicant Data in ERPNext

Selected or Rejected

The criteia for score is that if Score is 80 or above Candidate will be selected Else Rejected.

Update data in ERPNext

API Call Candidate Rejected

Update data in ERPNext

API Call Candidate Rejected

Notifiy Applicant either by Email or Whatsapp or SMS, Options are Limitless

Setup notes

The text below comes from the sticky notes inside the workflow. We removed links, code samples and anything that looks like a key or token.

Applicant Applied for Job in ERPNext

You need to go to Webhooks in ERPNext and Create a Webhook on Job Applicant Doc Type and trigger should be on insert.

First do the Test Wehbook and Pin the Webhook.

Follow the Tutorial

Nodes in this workflow

The 23 nodes in file order (sticky notes excluded). Branches and connections determine execution order in n8n:

  1. Code (Code)
  2. ApplicantData (Edit Fields (Set))
  3. ERPNext - Reject if Resume not Attached (ERPNext)
  4. Applied Against Job (If)
  5. ERPNext - Hold Applicant (ERPNext)
  6. Get Job Opening (ERPNext)
  7. Google Gemini Chat Model (Google Gemini Chat Model)
  8. Convert to Fields (Code)
  9. If score less than 80 (If)
  10. Reject Applicant (HTTP Request)
  11. Update Applicant Data (HTTP Request)
  12. Reume Attachment Link (Edit Fields (Set))
  13. Resume Link Provided (If)
  14. Accept Applicant (HTTP Request)
  15. Webhook (Webhook)
  16. File Type (Switch)
  17. Download PDF Resume (HTTP Request)
  18. PDF to Text (Extract from File)
  19. Txt File to Text (Example) (Extract from File)
  20. Merge1 (Merge)
  21. Recruitment AI Agent (AI Agent)
  22. Microsoft Outlook (Microsoft Outlook)
  23. WhatsApp Business Cloud (WhatsApp Business Cloud)

Credentials you need

  • ERPNext API – used by Accept Applicant, ERPNext - Hold Applicant, ERPNext - Reject if Resume not Attached and Get Job Opening and others
  • Google Gemini (PaLM) API – used by Google Gemini Chat Model
  • Microsoft Outlook OAuth2 – used by Microsoft Outlook
  • WhatsApp Business Cloud API – used by WhatsApp Business Cloud

Configure your own credentials after importing. Create each credential in n8n, then select it in the node.

How to import into n8n

  1. Download the JSON file with the button above.
  2. In n8n, open a new workflow, select the ... menu and choose Import from File. You can also paste the JSON straight into the editor canvas.
  3. Open each node that shows a warning and select or create its credential.
  4. Read the notes on the canvas, test the workflow with sample data, then activate it.

Do you need somewhere to run it? Read our guide to self-hosted n8n.

Need this customised?

We can adapt this workflow to your apps, data and process, then deploy and support it.

Contact Us