Reference check workflow template

Chasing down referees and manually reviewing responses takes time. This workflow automates every step—from requesting references and sending forms, to reviewing the answers and summarising them with AI. You’ll get consistent feedback, reduce bias, and identify top candidates faster. Seamless ATS integration and smart AI summaries help your team stay focused on hiring.

How it works:

1. Send request: Candidate receives a form to list two references
2. Collect info: Referees receive an automated email with a reference form
3. Structured form: Referees rate and comment on performance, reliability, teamwork, and more
4. AI analysis: Liam, the reference-checking AI Assistant, reviews all responses and creates a structured summary
5. Email update: Recruiters are notified with a quick overview and AI insights
6. Decision branch: Based on reference quality, move to approval or manual review

Want to enhance your process?

Add a condition to flag mixed responses for manual review before proceeding.

You could also set up a confidence scoring system where references below a certain threshold are routed for additional checks.

Introduce a follow-up step where Liam requests clarification from referees on vague or conflicting answers.

Additionally, include a cross-checking stage that compares referee answers with candidate self-assessments or manager feedback to detect inconsistencies.

Why use this workflow template?

• Save time: Automatic reminders reduce manual follow-up work.
• Standardise process: Ensure every candidate is evaluated using the same criteria.
• Reduce bias: AI summaries highlight facts and remove subjective interpretation.
• Speed up decisions: Get structured reference data faster.
• Centralise records: Store all feedback in one secure, searchable location.