Portfolio Request Follow-up
Description
3 steps
- 1
Read the new response
At chat execution, confirm the target responses, dates, and evidence. Ask when required information is missing.
- 2
Decide the next action
Decide the next action from the response, score, date, or category.
- 3
Apply to operations
Confirm access, targets, and copy before execution. Keep results separate from schedules and append business tags or notes while preserving existing values.
Gmail
Setup steps
Setup Steps
This workflow includes external service integrations. Follow the steps below to set it up.
- 1
Read the new response
At chat execution, confirm the target responses, dates, and evidence. Ask when required information is missing.
Integration: FORMLOVA - 2
Decide the next action
Decide the next action from the response, score, date, or category.
Integration: FORMLOVA - 3
Apply to operations
Confirm access, targets, and copy before execution. Keep results separate from schedules and append business tags or notes while preserving existing values.
Integration: Gmail
Prompt Example
For you
- steps
- 3 steps
- Required plan
- Free
- 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
When you run the prompt in chat, each reviewed 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
- Connect FORMLOVA MCP in your AI client and confirm permission to read and update responses for the target form.
- Execution: Run this reusable prompt in an AI chat connected to FORMLOVA. Pasting it does not start continuous monitoring or recurring execution. Only settings saved and verified through actual tools run automatically. Request missing targets, dates, or evidence instead of inventing them.
- Separate Gmail MCP connections and write access to the specified destinations are required. If the connected MCP lacks a required operation, stop at a draft or review note. External service terms are separate from the FORMLOVA plan.
- Response review, organization, and ordinary individual replies are available on Free. Check AI client and external service terms separately.
- Business labels are not response statuses. Read current tags/notes immediately before updating and preserve them when appending; tags allow at most 20 values of 50 characters each. Ask if values cannot be read or limits would be exceeded.
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
More in this category
Application Triage
RecruitmentFreeAn official workflow for triage applications by role, experience, and follow-up need.
Interview Reminder
RecruitmentStandard+An official workflow for interview reminders and preparation notes.
Referral Application Tracking
RecruitmentFreeAn official workflow for tracking referred candidates and referral context.
