Use caseScreening and evaluation

Background and credential verification

Education, employment dates, certifications. Flagged automatically, escalated to humans when ambiguous.

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01What it is/ screening and evaluation

Part of screening and evaluation.

Rank shortlists, parse CVs, score fit, and run first-round qualification with AI voice or chat.

02How to build it/ four steps

Configure once. Run from then on.

The same template works whether your AI is Claude, ChatGPT, or our built-in agents. Connects with Email, careers page, ATS migrations, your custom rubrics.

01

Define your rubric

Spell out what good looks like for the role. Vitae turns it into a scoring rubric your AI uses on every candidate, with reasoning shown.

02

Connect the application sources

Email, careers page, sourcing platforms, referral inbox. Every applicant lands in one pipeline.

03

Let your AI score and rank

Each candidate gets scored against your rubric with evidence-based reasoning. No black boxes, no auto-rejects without a recruiter checkpoint.

04

Surface the top, route the rest

Top matches escalate for human review. The rest get a clean rejection with a personal touch, fast.

03Why it matters/ before vs after

What changes when this runs in Vitae.

Today, without VitaeIn Vitae
Stitched across email, sheets, scripts, and a chat window. Lives in someone’s head.A workflow inside one platform. Documented, repeatable, runnable by anyone.
Manual, easy to skip when busy.Triggered automatically. Runs at the right moment, every time.
Outputs land somewhere different every time.Outputs land on the candidate or account record. Single source of truth.
Re-onboarding pain when a new person joins.Anyone on the team can run it on day one.
04FAQ/ four questions

Common questions.

Short answers to the questions we get most often. Need more detail? Talk to sales.

Yes. Every workflow in Vitae is yours to shape. Pipelines, fields, rubrics, and steps all configure to how your team actually works. Start from this template, change anything.
05Related use cases/ same category

More in screening and evaluation.

Batch screen and rank shortlists

Score every candidate against the JD. Surface the top 10. Show the reasoning so recruiters can audit.

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CV parsing into structured records

Drop in any CV format. Get clean structured data: experience, skills, education, salary expectation.

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Fit scoring with evidence

Every score comes with the resume lines that justified it. No black-box rejections.

Build it →
Explore all 102 use cases →

Build this workflow in Vitae.

Configure once, run from then on. Plug in your own AI or use ours.

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