Automation Case Study
End-to-end recruitment workflow that receives resumes, removes candidate contact information, matches applications to client criteria, and distributes anonymized documents.
Confidential Client · Client identifiers removed
Case Study At A Glance
Business Objective
The recruitment business received resumes by email and needed to present qualified candidates to relevant companies while protecting candidate contact information.
If a company wanted to proceed, it contacted the recruiter to obtain full candidate details and complete the commercial process — keeping the recruiter in control of the relationship.
Implementation Scope
The implementation combines Outlook email triggers, AI Builder prompts for contact extraction, OneDrive file management, Excel and Dataverse lookups, duplicate checks, and automated email distribution.
Processing Flow
The flow receives a new email, checks its attachments and processes only resume documents through a structured pipeline.
Technology Stack
AI Builder & Matching
Custom AI Builder prompts extract candidate contact elements and create a version with applicant information removed.
Custom prompts configured for contact extraction and applicant-information removal from resumes.
Structured matching against Excel data using name, email and phone checks before processing attachments.
Contact details are removed and a clean PDF or Word document is generated for client distribution.
Original data remains protected while recruiters retain control of the candidate relationship.
Data Synchronization
Supporting flows process records in batches, compare status values and update the selected Dataverse environment.
Batch Processing
Pagination variables and loop controls support large record sets for efficient batch processing.
Cross-System Matching
Filter arrays compare invoice IDs, GUIDs and status values across Excel and Dataverse.
Status Synchronization
Dataverse records are updated when the corresponding source status changes, maintaining alignment.
Invoice Lifecycle
Invoice states are represented across the workflow for commercial tracking and visibility.
Verified Outcome
The solution turns incoming resumes into privacy-safe candidate submissions and connects document processing with matching, delivery and commercial status tracking.
No placement, revenue or conversion figures are claimed because those metrics were not provided. This case study focuses on the implementation evidence and verified workflow configuration.
Technical FAQ
The workflow monitors incoming email, retrieves resume attachments, converts documents to text, uses AI Builder to extract and remove contact information, and generates a sanitized document for client distribution while preserving recruiter control.
The workflow supports both PDF and Word document attachments. Files are normalized, processed, and rebuilt as sanitized PDF or Word documents.
Original data remains protected and recruiters retain control of the candidate relationship. Companies receive only sanitized resumes and must contact the recruiter to obtain full details.
The workflow includes duplicate checks using full name, email and phone comparisons against existing records before processing resume attachments.
Invoice lifecycle states (draft, review, confirmed, sent, billed, paid, partially paid, overdue, void) are represented and synchronized across Excel and Dataverse.
Related Automation Services
Talha Rehamni builds Microsoft 365 and Power Platform workflows for document processing, recruitment, AI extraction, approvals, routing, Dataverse and operational reporting.