AI agent for application screening with Tally
Prepare an application review from Tally submissions, candidate evidence and the role requirements. The agent maps relevant experience to the criteria and flags missing information before the recruiter decides the next step.
Customize the playbook with Claude or ChatGPT. Pump Up’s hosted agent runs the process with your team, bringing people in for information and decisions along the way.
Set up with Claude
Set up with ChatGPTOr copy into your agent
How this process uses Tally
Map submitted experience to agreed job requirements. Recruiter decides the next step.
- Case identity
- Form and submission identity
- Review evidence
- Submitted answers and accessible file references
- Proposed result
- Review packet for the receiving CRM, ATS or procurement owner
When to use it
Recruiters who want consistent evidence coverage before deciding whether to screen an applicant. The review supports a person’s decision and does not replace the approved hiring rubric.
Example scenario
An applicant describes a warehouse inventory overhaul but omits the facility count. The agent flags site scale as unaddressed and drafts an interview question instead of rejecting the applicant for a missing keyword. In Tally, connect submitted answers and accessible file references to form and submission identity so the reviewer can trace the finding to its source.
Getting started
- Select the form, retain the submission identity, and map its questions and file references to the case evidence.
- Supply the role brief, agreed job requirements and the applicant’s submitted materials.
- Choose the recruiter who will resolve unclear criteria and decide the next step.
Common questions
Which Tally information does application review need?
Map form submissions and respondent answers to this process's evidence: application and role brief. Current role brief and owner-approved job-related criteria; Applicant’s resume, cover letter and form responses; Primary candidate record and any duplicate-profile context. The field names and access route are chosen during setup.
What needs configuring before this process can use Tally?
Select the form, retain the submission identity, and map its questions and file references to the case evidence. Use a configured read tool or supplied record export. Confirm the actual permitted destination actions with the process owner before making changes.
What does this Tally setup produce?
Evidence packet and clarification questions. Recruiter decides the next step. The base playbook is customized for the selected records, permissions and handoff destination.
Platform documentation
Start from the application review playbook
Use the reusable process, then map your Tally records, access and handoff destination during setup.