Automated Document Screening

Purpose

Use a mentor as an automated document screener that evaluates uploaded files against custom criteria and returns a pass/fail result with a detailed breakdown.

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Define Screening Criteria

1. Open the mentor'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

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Using the Canvas Side Panel

1. Enable Canvas view on the mentor to display results in a side panel.
2. Upload a document (PDF, DOCX, etc.) in the chat.
3. The mentor analyzes the document against your criteria and renders the result in the side panel.

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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

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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