Match Candidates to Roles

Collaborate with hiring managers to extract the core competencies, experience levels, and soft skills needed for each role. Document these in a structured format (e.g., a job scorecard) that includes must-haves, nice-to-haves, and cultural fit indicators. This ensures every subsequent matching decision is anchored to a clear, agreed-upon target.

Why Lex AI: Lex AI provides AI feedback on drafts, brainstorming, and rewriting, which directly supports defining role requirements and success criteria in a collaborative document, and its ability to rephrase text helps create a scoring template.

Collect candidate profiles from all sourcing channels (ATS, LinkedIn, referrals, job boards) into a centralized repository. Clean and standardize the data by parsing resumes, extracting key fields (skills, years of experience, education, certifications), and converting them into a uniform format (e.g., JSON or a spreadsheet). This step eliminates data silos and ensures the matching engine receives consistent inputs.

Why Zapier: Zapier is a workflow automation and data transfer platform that can aggregate candidate data from multiple sources and normalize it into a spreadsheet or database, fitting the step's needs exactly.

Apply a matching algorithm (e.g., keyword scoring, semantic similarity using NLP, or a weighted sum model) against the role scorecard. For each candidate, compute a match score and rank them. Use a threshold to flag high-potential matches for human review. This step scales the evaluation process and surfaces the best-fit candidates objectively.

Why Breezy HR: Breezy HR includes AI Candidate Matching, which directly performs automated matching of candidates to roles, fitting the step's requirement for matching software.

Have recruiters or hiring managers manually review the top-ranked candidates from the algorithm. For each, verify the match by reading the full resume, checking for red flags (e.g., job-hopping, gaps), and assessing cultural fit through a quick phone screen. This step adds human judgment that algorithms miss, such as career trajectory and communication style.

Why Ava: Ava provides real-time captioning for video conferencing (Zoom, Teams, Meet) and professional-grade transcription, which supports human review meetings and tracking discussions in a shared sheet.

Share the shortlist and match scores with the hiring team via a collaborative platform. Schedule a brief sync meeting to discuss each candidate, gather feedback, and resolve any disagreements. Use a structured feedback form to capture ratings on key criteria. This step ensures alignment and prevents bias by making the decision process transparent.

Why Lex AI: Lex AI enables getting AI feedback on drafts, rewriting text, and brainstorming ideas, which directly facilitates team collaboration and feedback on candidate evaluations.

Compile the final match results into a concise report that includes the top candidates, their scores, and team feedback. Share this with the hiring manager and schedule interviews for the selected candidates. This step closes the matching loop and transitions the process into the interview phase, ensuring a clear handoff.

Why Lindy AI: Lindy AI provides calendar scheduling and meeting coordination, directly supporting interview scheduling, and can draft emails for report delivery.