Portfolio Request Follow-up

RecruitmentStandard+

Description

Portfolio Request Follow-up is a FORMLOVA official workflow that starts from a submitted form response and turns review, classification, notification, record keeping, and follow-up into one repeatable operating flow. Instead of watching a spreadsheet manually, the team can see the next action as soon as a response arrives.

3 steps

1
Read the new response
Read the response details needed for Portfolio Request Follow-up.
2
Decide the next action
Decide the next action from the response, score, date, or category.
3
Apply to operations
Apply the decision to notification, record keeping, reply, or status update.
Gmail

Setup steps

Setup Steps

This workflow includes external service integrations. Follow the steps below to set it up.

1
Read the new response
Read the response details needed for Portfolio Request Follow-up.
Integration: FORMLOVA
2
Decide the next action
Decide the next action from the response, score, date, or category.
Integration: FORMLOVA
3
Apply to operations
Apply the decision to notification, record keeping, reply, or status update.
Integration: Gmail

Prompt Example

Goal: Request missing portfolio or work-history materials from applicants. Fields: Respondent email address and Response body. Check for portfolio URL, attachment, GitHub, or work samples. Rules: Send the request only when required materials are missing, inaccessible, or underspecified. Do not send it when materials are complete. Actions: Create a Gmail request with due date and required materials, then update status to "waiting_for_portfolio".

For you

steps: 3 steps
Required plan: Standard+
Required integrations: FORMLOVAGmail

What this workflow solves

Form responses arrive, but requesting missing portfolio or work-history details still depends on manual checking, causing delayed or missed follow-up.

Best for

recruiting teams
application forms

Expected outcome

Each new response moves into a clear requesting missing portfolio or work-history details state, so the team can focus on the next required action.

Setup notes

Select the email field and the main response or category field.
Confirm the notification or record destination before turning the workflow on.

FAQ

Can this work with an existing form?

Yes. Map the existing response fields to the required slots and adjust the notification or record destination.

Read the background

FORMLOVA Form Automation Guide -- Auto-Replies, Routing, Sheets Sync, and MCP OperationsPlan form automation in FORMLOVA across auto-replies, routing, response status, Sheets sync, reminders, analytics, and MCP operations.Post-Submit Workflow: What Should Happen After a Form SubmissionA post-submit workflow guide for form submissions: confirmation emails, notifications, routing, ownership, status, follow-up, logs, and AI chat operations.Find a Recipe in Workflow Place and Set It Up From ChatBrowse FORMLOVA Workflow Place, choose official workflow recipes, copy prompts, and set up post-submit form operations from chat.

Workflows to use together

Application TriageAn official workflow for triage applications by role, experience, and follow-up need.Interview ReminderAn official workflow for interview reminders and preparation notes.