Filtrado automático y movimiento de etapas

Intermedio

Este es unHRflujo de automatización del dominio deautomatización que contiene 12 nodos.Utiliza principalmente nodos como If, Gmail, ClickUp, GoogleSheets, ManualTrigger. Automatizar el cribado de candidatos de RRHH con Sheets, Gmail, ClickUp y Calendly

Requisitos previos
  • Cuenta de Google y credenciales de API de Gmail
  • Credenciales de API de Google Sheets
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "id": "K90xXcomw9TStJaJ",
  "meta": {
    "instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
    "templateCredsSetupCompleted": true
  },
  "name": "Auto shortlist and stage movement",
  "tags": [],
  "nodes": [
    {
      "id": "43002ed8-acce-4d29-ad66-699c73b02d34",
      "name": "Al hacer clic en 'Ejecutar flujo de trabajo'",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -400,
        992
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "4ebed495-ccb8-40ac-99f8-6a3b6167d59e",
      "name": "Obtener todos los registros de candidatos",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -176,
        992
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1424038785,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1JlXxy90s0we_IqErHyvomrJSijb8pd4H91hOUCH6xCA/edit#gid=1424038785",
          "cachedResultName": "Sheet2"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1JlXxy90s0we_IqErHyvomrJSijb8pd4H91hOUCH6xCA",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1JlXxy90s0we_IqErHyvomrJSijb8pd4H91hOUCH6xCA/edit?usp=drivesdk",
          "cachedResultName": "Resume store"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "s4dP1fNuVZ2gWvs3",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "8b80964b-ae94-48f5-9f67-2aeb2299fa6b",
      "name": "Filtrar candidatos de alta puntuación",
      "type": "n8n-nodes-base.if",
      "position": [
        48,
        992
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "a2452d84-cf9b-4c61-bbd9-485ef1aa23f4",
              "operator": {
                "type": "number",
                "operation": "gt"
              },
              "leftValue": "={{ $json.Score}}",
              "rightValue": 70
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "a4aa56b3-cf55-45bd-bfcb-2f5bd671730a",
      "name": "Enviar correo de felicitación",
      "type": "n8n-nodes-base.gmail",
      "position": [
        272,
        992
      ],
      "webhookId": "2122a833-8e99-41ac-b3ab-beac7ebc38e4",
      "parameters": {
        "sendTo": "{{ $json.receiver_email }}",
        "message": "=Hii {{ $json.Name }}!\n\nCongratulations for moving forward.\nPlease book your calendly time slot.\nhttps://calendly.com/anuj-techdome/30min",
        "options": {},
        "subject": "=Congratulations! {{ $json.Name }} for moving forward",
        "emailType": "text"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "RchiXdmY8WaQhOSJ",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "5f8674a5-eb1e-4e1e-a06c-185902e5a965",
      "name": "Crear tarea de filtrado en ClickUp",
      "type": "n8n-nodes-base.clickUp",
      "position": [
        496,
        992
      ],
      "parameters": {
        "list": "901610812551",
        "name": "=Screening {{ $('Filter High-Score Candidates').item.json.Name }} TO BE DONE",
        "team": "9016683627",
        "space": "90162844741",
        "folder": "90164394824",
        "additionalFields": {
          "assignees": [
            95074494
          ]
        }
      },
      "credentials": {
        "clickUpApi": {
          "id": "FwrdqPtvlxnMFvdx",
          "name": "ClickUp account-Anuj"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "e3f57c76-3a7b-4980-938d-b467c14364c6",
      "name": "Nota adhesiva 1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -560,
        1168
      ],
      "parameters": {
        "width": 320,
        "height": 280,
        "content": "## 🚀 START PROCESS\n\n**Start Auto Candidate Shortlisting**\n\n• **Purpose**: Manually initiate the automated candidate progression workflow\n• **Trigger**: Click to start processing all candidates in the database\n• **Process**: Begins sequential evaluation of candidate scores\n• **Timing**: Run after new evaluation scores are added to the system\n• **Best Practice**: Execute during business hours for immediate follow-up"
      },
      "typeVersion": 1
    },
    {
      "id": "c25d82b5-f8cb-412b-9d50-0cdc9699e569",
      "name": "Nota adhesiva 2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -352,
        624
      ],
      "parameters": {
        "width": 320,
        "height": 336,
        "content": "## 📊 DATA RETRIEVAL\n\n**Fetch All Candidate Records**\n\n• **Purpose**: Retrieves complete candidate database from Google Sheets\n• **Source**: 'Resume store' spreadsheet, Sheet2\n• **Data Retrieved**: Names, scores, contact info, and evaluation summaries\n• **Processing**: Loads all rows for batch analysis\n• **Output**: Array of candidate objects with all profile information\n• **Performance**: Handles large candidate databases efficiently"
      },
      "typeVersion": 1
    },
    {
      "id": "689e0030-bf25-43f3-b99d-2bc1727c89cd",
      "name": "Nota adhesiva 3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -64,
        1184
      ],
      "parameters": {
        "width": 320,
        "height": 372,
        "content": "## 🔍 QUALIFICATION FILTER\n\n**Filter High-Score Candidates**\n\n• **Purpose**: Identifies candidates who meet minimum qualification threshold\n• **Criteria**: Score > 70 points (indicating good fit or better)\n• **Logic**: Filters out candidates with moderate or poor fit scores\n• **Output**: Only qualified candidates proceed to next stage\n• **Customization**: Threshold can be adjusted based on role requirements\n• **Quality Control**: Ensures only viable candidates advance in process"
      },
      "typeVersion": 1
    },
    {
      "id": "1bebc8b2-183e-43ac-8883-5901aad35ed6",
      "name": "Nota adhesiva 4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        144,
        592
      ],
      "parameters": {
        "width": 320,
        "height": 372,
        "content": "## 📧 CANDIDATE NOTIFICATION\n\n**Send Congratulations Email**\n\n• **Purpose**: Automatically notifies qualified candidates of their progress\n• **Recipient**: Uses candidate's email from database\n• **Content**: Personalized congratulatory message with next steps\n• **Scheduling Link**: Includes Calendly link for interview booking\n• **Personalization**: Dynamic insertion of candidate name\n• **Professional Touch**: Maintains positive candidate experience"
      },
      "typeVersion": 1
    },
    {
      "id": "ae10a73b-da03-4c2e-9b56-5c7746d2c287",
      "name": "Nota adhesiva 5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        480,
        1184
      ],
      "parameters": {
        "width": 320,
        "height": 412,
        "content": "## 📋 TASK MANAGEMENT\n\n**Create Screening Task in ClickUp**\n\n• **Purpose**: Automatically creates screening tasks for HR team\n• **Task Details**: \n  - Title: 'Screening [Candidate Name] TO BE DONE'\n  - Assigned to specific team member (ID: 95074494)\n  - Organized in designated project structure\n• **Workflow Integration**: Links hiring process to project management\n• **Accountability**: Ensures follow-up actions are tracked and assigned\n• **Efficiency**: Eliminates manual task creation for each qualified candidate"
      },
      "typeVersion": 1
    },
    {
      "id": "449a2ec7-a2d8-43eb-a1d8-3e148108f4b2",
      "name": "Nota adhesiva 6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1136,
        672
      ],
      "parameters": {
        "width": 440,
        "height": 776,
        "content": "## 🎯 AUTO SHORTLIST & STAGE MOVEMENT WORKFLOW\n\n**🚀 Purpose:** Streamlines the hiring process by automatically advancing qualified candidates and coordinating follow-up actions\n\n**🔄 Workflow Process:**\n1. **Data Collection**: Retrieve all candidate profiles and scores from database\n2. **Smart Filtering**: Identify candidates with scores above qualification threshold (>70)\n3. **Candidate Communication**: Send personalized advancement notifications with interview scheduling\n4. **Task Automation**: Create screening tasks in project management system for HR team\n\n**📈 Scoring Thresholds:**\n• **>70 Points**: Qualified candidates advance to interview stage\n• **≤70 Points**: Candidates remain in current stage for review\n\n**✨ Key Benefits:**\n• **Speed**: Immediate candidate progression without manual intervention\n• **Consistency**: Standardized advancement criteria and communications\n• **Organization**: Automated task creation ensures nothing falls through cracks\n• **Experience**: Professional, timely communication enhances candidate journey\n• **Efficiency**: Reduces manual work for HR teams\n\n**📊 Integration Points:**\n• Google Sheets (candidate database)\n• Gmail (candidate communications) \n• ClickUp (task management)\n• Calendly (interview scheduling)"
      },
      "typeVersion": 1
    },
    {
      "id": "53306dfd-4d03-404a-b568-ffe307dc20ed",
      "name": "Nota adhesiva 7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        864,
        704
      ],
      "parameters": {
        "width": 360,
        "height": 500,
        "content": "## ⚙️ CONFIGURATION SETTINGS\n\n**🔧 Customizable Parameters:**\n\n**Score Threshold**: Currently set to 70\n• Adjust based on role competitiveness\n• Higher thresholds for senior positions\n• Lower thresholds for entry-level roles\n\n**Email Template**: Personalized messaging\n• Subject: Congratulations + candidate name\n• Body: Professional advancement notification\n• CTA: Calendly scheduling link\n\n**ClickUp Integration**:\n• Team ID: 9016683627\n• Space ID: 90162844741  \n• Folder ID: 90164394824\n• List ID: 901610812551\n• Default Assignee: 95074494\n\n**📝 Maintenance Notes:**\n• Update email templates seasonally\n• Review score thresholds monthly\n• Monitor ClickUp task completion rates\n• Ensure Calendly links remain active"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "c2746ca9-779a-4021-b6c8-e43ab32c3276",
  "connections": {
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  }
}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Intermedio - Recursos Humanos

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Intermedio
Número de nodos12
Categoría1
Tipos de nodos6
Descripción de la dificultad

Adecuado para usuarios con experiencia intermedia, flujos de trabajo de complejidad media con 6-15 nodos

Autor
Rahul Joshi

Rahul Joshi

@rahul08

Rahul Joshi is a seasoned technology leader specializing in the n8n automation tool and AI-driven workflow automation. With deep expertise in building open-source workflow automation and self-hosted automation platforms, he helps organizations eliminate manual processes through intelligent n8n ai agent automation solutions.

Enlaces externos
Ver en n8n.io

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Categorías

Categorías: 34