Request references for shortlisted candidates
Start automated reference checks as soon as a candidate reaches the reference check stage by pulling their reference contacts from the applicant tracking system and sending each one a personalized reference check form.

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When a candidate reaches the Reference Check stage in [applicant tracking system (ATS) name], retrieve the candidate's record and their list of reference contacts from that same system, then send each reference a personalized reference request form through [survey or form tool, e.g. Typeform, Google Forms, Jotform], and log the request date on the candidate's record in [applicant tracking system (ATS) name].
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Problem
Recruiting coordinators manually track when candidates reach the reference check stage, then look up each candidate's reference contacts and send out requests one by one. This manual outreach is easy to delay or forget when several candidates are moving through the pipeline at once, pushing back the start of the reference check process and the eventual hiring decision.
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Solution
When a candidate reaches the Reference Check stage in the applicant tracking system, the automation retrieves the candidate's record and pulls the associated reference contact list. It then sends a personalized reference request to each contact through a form tool and logs the request date on the candidate record in the applicant tracking system.
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Impact
Reference outreach begins the moment a candidate reaches the reference check stage, removing the manual step that often delays reference checks and slows down the hiring decision.
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Benefits
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Instant reference outreach
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Consistent request delivery
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Reduced manual coordination
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Faster hiring decisions
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Who is this for?
Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.


