# Automated Document Screening ## Purpose Use an agent as an automated document screener that evaluates uploaded files against custom criteria and returns a pass/fail result with a detailed breakdown. --- ## Define Screening Criteria 1. Open the agent's **Prompts** tab. 2. In the system instructions, specify: - The criteria a document must meet (e.g., name present, years of experience, required skills) - Whether **all** criteria must pass or just some - The output format for a pass (e.g., a table with a check icon) - The output format for a fail (e.g., a bold red fail icon with a table of unmet criteria) ### Example Criteria - Document contains the **name of an individual** - Individual has at least **two years of experience** as a programmer - Individual has experience with **Python and JavaScript** - All three must be met for a pass --- ## Using the Canvas Side Panel 1. Enable **Canvas view** on the agent to display results in a side panel. 2. Upload a document (PDF, DOCX, etc.) in the chat. 3. The agent analyzes the document against your criteria and renders the result in the side panel. --- ## Example Results **Fail** (uploading a receipt instead of a resume): - Name of individual: No - Two years experience: No - Python & JavaScript: No - Result: **FAIL** **Pass** (uploading a qualifying resume): - Name of individual: Yes - Two years experience: Yes - Python & JavaScript: Yes - Result: **PASS** --- ## Customization Options - Results can appear in the **side panel** (Canvas view) or the **regular chat frame** - You can send a **custom prompt** alongside the document upload - Adjust criteria, output formatting, and pass/fail thresholds entirely through the system prompt