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Manage reference checks with OpenAI, Airtable, Gmail, and Discord

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Created by: Khairul Muhtadin || khmuhtadin
Khairul Muhtadin

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Last update 2 days ago

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Quick Overview

This workflow uses webhooks, OpenAI, Airtable, Gmail, and Discord to automate reference check outreach, track referee responses, summarize completed feedback for hiring managers, and send daily reminders for requests that are still pending.

How it works

  1. Receives a new-hire intake via a webhook and normalizes the candidate and manager details.
  2. Validates required candidate fields and, if missing, posts an alert to Discord and emails a rejection notice via Gmail.
  3. Splits the intake into one item per referee, generates a unique request ID, and uses OpenAI to draft a personalized reference request email.
  4. Creates a “requested” record for each referee in an Airtable ReferenceCheck table and sends the drafted email to the referee via Gmail, then confirms the send in Discord.
  5. Receives referee feedback via a second webhook, validates the request ID, looks up the matching Airtable record, and updates it to “received” with the rating, recommendation, and feedback.
  6. After each response, checks Airtable to see whether all referees for the candidate have replied and posts progress updates to Discord until complete.
  7. When all responses are received, fetches the collected feedback from Airtable, uses OpenAI to write a concise manager-ready summary, emails it to the hiring manager via Gmail, and posts a completion notice in Discord.
  8. Runs daily on a schedule, finds Airtable requests still in “requested” status for over two days, and sends reminder alerts to Discord and Gmail.

Setup

  1. Create an Airtable base with a table named “ReferenceCheck” that includes fields used by the workflow (at minimum: request_id, candidate_name, candidate_email, job_title, manager_email, referee_name, referee_email, relationship, status, requested_at, received_at, rating, recommend, feedback).
  2. Add and select credentials for Airtable Personal Access Token, OpenAI, Gmail OAuth2, and a Discord bot, and set the target Discord server and channel.
  3. Configure the intake source (ATS/form) to POST candidate data and a referees array to the /refcheck/intake webhook URL and configure your referee form to POST responses to the /refcheck/respond webhook URL.
  4. Update email recipients used for admin alerts (invalid intake and stale reminders) and ensure the workflow’s timezone/schedule match your operating hours.