Reference Check Request Workflow
A done-for-you everyday business automation built for the Talent Acquisition Manager, connecting Slack and Airtable so the work below happens on its own.
What this automation does, step by step
When a candidate moves to the final offer stage in Greenhouse, they're automatically sent a Google Forms link asking for two to three professional references, and as soon as they submit, each reference receives a personalized email with a short structured questionnaire instead of waiting on a recruiter to place phone calls.
Responses flow straight into an Airtable record tied to the candidate's file, and once all references have replied (or after a set number of days with a follow-up reminder sent to anyone who hasn't), the hiring manager gets a Slack summary so they can move straight to an offer decision.
This shaves days off the typical reference-check bottleneck and gives every hiring decision a documented paper trail.
The manual way vs. the automated way
Without automation
Handled by hand, a talent acquisition manager spends time each day re-checking the same information across disconnected tools instead of doing higher-value work. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Interview scheduling without email ping-pong
- New hire paperwork and account setup before day one
- Certification and license expiration alerts
- Timesheet and time-off workflows that route themselves
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