Auto-screen Cognito Forms applicants, sort into Trello, ping Slack

Build me an agent workflow that screens new job applicants the moment they apply through my Cognito Forms employment application, and turns each one into a ranked card on my Trello hiring board plus a short recap in Slack.

Trigger: a webhook from Cognito Forms on Entry Submitted, fired by my employment application form. Use the entry payload to drive the rest of the workflow.

Then do this, as an autonomous agent:

1. Use Cognito Forms Get Entry to load the full submission for the entry id from the webhook. Pull the candidate's name, the role they applied for, and all of their answers.

2. If the submission has an uploaded resume, use Cognito Forms Get File to fetch the file by its id, and parse it so you can read the candidate's experience, education, and skills. If no resume is attached, continue with just the form answers and note this later in the recap.

3. Score the candidate against the role they applied for. I will give you a short rubric per role with must-haves and nice-to-haves. Produce a tier of either Strong Fit, Possible Fit, or Not a Fit, plus a two-sentence rationale that cites concrete evidence from the resume or answers.

4. Use Trello Create a Card on my hiring board. Place the card in the list that matches the tier (Strong Fit list, Possible Fit list, or Not a Fit list). Use the candidate's name as the card title. In the description put: the role applied for, the AI summary and tier rationale, three or four key resume highlights (job titles, companies, years of experience, notable skills), and a link back to the original Cognito Forms entry.

5. Use Trello Create an Attachment on that same card to attach the resume file so the hiring manager can open it in one click.

6. Use Slack Bot Send a Message to post in our hiring channel. The message should include the candidate's name, the role, the tier with an emoji (green for Strong Fit, yellow for Possible Fit, grey for Not a Fit), the two-sentence rationale, and a link to the Trello card. Tag the hiring manager for that role using their Slack handle so the right person sees it.

I will configure: the Cognito Forms form id, the Trello board id and the three list ids, the Slack channel, and a mapping from each open role to its hiring manager's Slack handle and its scoring rubric. The goal is that hiring managers stop skimming raw applications and only ever look at ranked, summarized candidates.

Additional information

What does this prompt do?

Reads every new application the moment it is submitted, including the candidate's name, role, answers, and attached resume.
Scores the application against the must-haves and nice-to-haves for the role and labels it as strong fit, possible fit, or not a fit.
Creates a Trello card on your hiring board in the matching list, with the AI summary in the description and the resume attached for one-click review.
Posts a short recap in your hiring Slack channel and tags the hiring manager for the role so they only ever see ranked, summarized candidates.

What do I need to use this?

A paid Cognito Forms account with an employment application that collects a resume upload.
A Trello board with three lists, for example Strong Fit, Possible Fit, and Not a Fit.
A Slack workspace with a hiring channel where the team gets notifications.
A short note for each open role listing the must-haves and nice-to-haves so the agent has something to score against.

How can I customize it?

Adjust the scoring rubric per role, for example weighting years of experience or a specific certification more heavily.
Rename or add Trello lists, such as a Phone Screen Booked list, and tell the agent which list goes with which tier.
Change who gets tagged in Slack, swap the channel, or send a direct message to the recruiter instead of a public post.

Frequently asked questions

Do I need a paid Cognito Forms plan?

Yes. Cognito Forms only allows automated access on paid plans (Pro, Team, or Enterprise). The free plan blocks the connection this workflow needs.

Can the agent really read PDF or Word resumes?

Yes. The agent pulls the uploaded file from your form and parses it as part of its review, so scanned PDFs, Word docs, and standard resume formats all work.

What if the application is missing a resume?

The agent still creates a Trello card, scores the candidate using only the form answers, and notes in the Slack recap that a resume was not attached.

Can I use a different board for each open role?

Yes. Tell the agent which Trello board to use for each role, or keep one board and use labels for the role name. Both setups work.

Will every applicant show up in Slack, even weak fits?

By default yes, so hiring managers see the full picture. You can ask the agent to only post strong and possible fits, and silently file the rest on the Trello board.