Update to Formatix AI

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  "connector_id": "asdk_app_6ace53ff04908191ada11e7f6ad3202a",
  "created_at": "2026-10-13T17:54:46.773753Z",
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  "name": "formatix",
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    "description": "CV formatting and resume formatting for recruiters: format CVs into your recruitment agency's or executive search firm's own branded template, with candidate profiles, candidate summaries, client shortlist packs, position specifications and interview packs.",
    "display_name": "Formatix AI",
    "id": "pluginrel_215d9122361c8191a3be8e79f336a774",
    "interface": {
      "brand_color": "#0F1419",
      "capabilities": [
        "CV formatting and resume formatting in your firm's template",
        "Find candidates and jobs in your connected ATS or CRM, and attach documents",
        "Several candidates in one shortlist pack or candidate slate",
        "Build your CV template from your own Word, PowerPoint or Excel file",
        "Change a formatted CV after it is made",
        "Position specifications and job specs from intake notes",
        "Blind CVs and translated candidate profiles",
        "Interview packs and client submission emails",
        "Daily CV run with a credit limit you set",
        "Retained-search and appointment announcements",
        "Documents in a firm or client brand"
      ],
      "category": "Productivity",
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      "default_prompt": "Format this CV into my firm's template.",
      "default_prompts": [
        "Format this CV into my firm's template.",
        "Build the client shortlist pack for these three candidates.",
        "Turn my briefing call notes into a position specification."
      ],
      "developer_name": "Formatix AI Ltd",
      "logo_url": "https://files.openai.com/content?id=file_00000000b23c82439fc8352b8432fc75",
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      "long_description": "CV formatting and resume formatting for recruiters, recruitment agencies, staffing firms, headhunters and executive search firms. Format a CV into your own branded CV template and send clients a consistent candidate profile, candidate summary or shortlist.\n\nFormatix AI turns your firm's own document layouts into templates and produces client-ready recruitment and executive-search documents in your firm's brand, or in a client's brand, from your own Formatix account.\n\nSkills included: format CVs, client shortlist pack (candidate slate), build our template, fix a document, position specification (job spec), interview pack, client submission email, blind CV (anonymised profile), translate a profile and a daily CV run.\n\nWhat you can do:\n- Design your template: attach your own Word, PowerPoint or Excel file (a candidate profile, CV layout, shortlist deck or tracker) and the assistant turns it into a template, keeping its fonts, colours, logos and layout. Formatix checks it and shows a preview filled with an example candidate before you use it. Formatix can also build it for you automatically.\n- Refine it in the conversation, for example \"add a key skills section after the summary\" or \"make the headings navy\". Every earlier version is kept, so any change can be undone in Formatix.\n- See what a template needs: the details it takes from a CV and the fields it fills.\n- Format a candidate's CV into your template, from the CV file you attach (PDF or Word) or pasted text, and get the finished document back.\n- Your own templates can also be filled right in the conversation.\n- Several candidates at once: the assistant reads each CV and puts them all into one shortlist, profile pack or tracker in your template.\n- Change a document after it is made: rewrite the summary, correct a date or add a qualification, and get the document again in the same template.\n- Give a candidate a new photo from a picture you attach.\n- Find the right template in your Formatix account by describing the document you need.\n- Work with the ATS or CRM you connected in Formatix (JobAdder, HubSpot, Salesforce, Ezekia): find a candidate or job, attach a finished document or add a note when you ask.\n- See what the assistant did, and set a daily limit in Formatix.\n- Draft a position specification from a role brief, build a shortlist deck from the candidate details you provide, and produce search progress reports and interview packs.\n- Prepare an appointment brief, a LinkedIn document carousel and a role teaser for direct approaches.\n- Write the \"we have been retained\" and appointment announcements for LinkedIn, with brand graphics, ready for you to post.\n- Start a branded role-briefing video.\n\nDocuments are created on Formatix's servers and returned as download links (Word, PowerPoint or Excel, with a PDF for search documents). Confidential searches are supported: the client is described, never named.\n\nWho it is for: recruiters, recruitment agencies, staffing agencies, headhunters, executive search consultants, researchers and delivery teams who send branded documents to clients and candidates.\n\nRequirements and limitations:\n- You need a Formatix account and sign in when you first use the plugin. The plugin only accesses templates, brand kits and documents in your own account.\n- Formatix drafts posts and documents; it does not post to LinkedIn, publish web pages or send messages for you.\n- Documents are drafted only from the CVs and facts you provide. Check every document before you send it to a client or candidate.\n- The plugin cannot delete templates or data, or change templates Formatix set up for your firm; use the Formatix platform for those.",
      "plugin_category_id": "productivity",
      "privacy_policy_url": "https://formatix.ai/privacy",
      "screenshot_urls": [],
      "short_description": "CV formatting for recruiters",
      "terms_of_service_url": "https://formatix.ai/terms",
      "website_url": "https://formatix.ai"
    },
    "keywords": [
      "cv formatting",
      "resume formatting",
      "recruitment",
      "recruiter",
      "executive search",
      "headhunter",
      "candidate profile",
      "branded cv",
      "cv template",
      "shortlist",
      "position specification",
      "job spec",
      "staffing agency",
      "templates"
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        "description": "Make a blind CV or anonymised candidate profile for a client - the candidate's name, contact details and photo removed, in the firm's template, ready for a first submission or fair, bias-free screening. Use when a recruiter asks to \"anonymise this CV\", \"make a blind CV\", \"remove the candidate's name\" or \"send an anonymous profile\".",
        "interface": {
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          "display_name": "blind-candidate-profile",
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          "iconography": "pdf",
          "short_description": "Make a blind CV or anonymised candidate profile for a client - the candidate's name, contact details and photo removed, in the firm's template, ready for a first submission or fair, bias-free screening. Use when a recruiter asks to \"anonymise this CV\", \"make a blind CV\", \"remove the candidate's name\" or \"send an anonymous profile\"."
        },
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      {
        "description": "Turn the firm's own Word, PowerPoint or Excel document (a candidate profile, CV layout, shortlist deck or candidate tracker) into a reusable Formatix template that keeps its fonts, colours, logos and layout, check it with a preview, and change it later in plain language. Use when a recruiter or executive search firm says \"make this our template\", \"use our CV format\", \"set up our house style\", \"turn this profile into a template\" or \"change our template\".",
        "interface": {
          "brand_color": null,
          "default_prompt": null,
          "display_name": "build-our-template",
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          "iconography": "hierarchy",
          "short_description": "Turn the firm's own Word, PowerPoint or Excel document (a candidate profile, CV layout, shortlist deck or candidate tracker) into a reusable Formatix template that keeps its fonts, colours, logos and layout, check it with a preview, and change it later in plain language. Use when a recruiter or executive search firm says \"make this our template\", \"use our CV format\", \"set up our house style\", \"turn this profile into a template\" or \"change our template\"."
        },
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      {
        "description": "Build the client shortlist pack (client submission, candidate slate) for a search - a candidate profile for each shortlisted candidate in the firm's template, a branded shortlist deck, and a cover email draft for the client that the user reviews and sends themselves. Use when a recruiter or executive search consultant says \"put together the shortlist for the client\", \"shortlist pack\", \"slate for the hiring manager\", \"client presentation of candidates\" or \"submit these candidates to the client\".",
        "interface": {
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          "short_description": "Build the client shortlist pack (client submission, candidate slate) for a search - a candidate profile for each shortlisted candidate in the firm's template, a branded shortlist deck, and a cover email draft for the client that the user reviews and sends themselves. Use when a recruiter or executive search consultant says \"put together the shortlist for the client\", \"shortlist pack\", \"slate for the hiring manager\", \"client presentation of candidates\" or \"submit these candidates to the client\"."
        },
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      {
        "description": "Write the candidate submission email (candidate summary, CV cover note, \"why this candidate\" note) to send a client or hiring manager with a formatted candidate profile - factual highlights against the role, availability and next step - as a draft the user checks and sends themselves. Use when a recruiter says \"write the email to submit this candidate\", \"candidate summary for the client\", \"cover note for this CV\" or \"introduce this candidate to the hiring manager\".",
        "interface": {
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          "display_name": "client-submission-email",
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          "short_description": "Write the candidate submission email (candidate summary, CV cover note, \"why this candidate\" note) to send a client or hiring manager with a formatted candidate profile - factual highlights against the role, availability and next step - as a draft the user checks and sends themselves. Use when a recruiter says \"write the email to submit this candidate\", \"candidate summary for the client\", \"cover note for this CV\" or \"introduce this candidate to the hiring manager\"."
        },
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        "plugin_release_skill_id": "pluginrsk_6ae5f7159c00819186c401391a13e04e"
      },
      {
        "description": "Set up a recurring ChatGPT scheduled task that formats new CVs or resumes arriving in a mail label or folder into the firm's template every day, with a daily credit cap, no duplicates and a summary of what was done and skipped. Use when a recruiter or delivery team asks to \"format new CVs automatically every morning\", \"process the CVs in my Candidates label each day\", \"set up a daily CV run\" or \"automate CV formatting\".",
        "interface": {
          "brand_color": null,
          "default_prompt": null,
          "display_name": "daily-cv-run",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "hierarchy",
          "short_description": "Set up a recurring ChatGPT scheduled task that formats new CVs or resumes arriving in a mail label or folder into the firm's template every day, with a daily credit cap, no duplicates and a summary of what was done and skipped. Use when a recruiter or delivery team asks to \"format new CVs automatically every morning\", \"process the CVs in my Candidates label each day\", \"set up a daily CV run\" or \"automate CV formatting\"."
        },
        "name": "daily-cv-run",
        "plugin_release_skill_id": "pluginrsk_6ae5f71833988191a8ea9ec3bddebfb7"
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      {
        "description": "Change a candidate profile or formatted CV that Formatix already made - rewrite or shorten the summary, correct a date or job title, add a qualification, reorder roles, or give the candidate a new photo - and get the same document back in the same template at no credit cost. Use when the user says \"fix\", \"correct\", \"change\", \"update\", \"shorten\" or \"add\" something in a CV, profile or shortlist Formatix produced.",
        "interface": {
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          "short_description": "Change a candidate profile or formatted CV that Formatix already made - rewrite or shorten the summary, correct a date or job title, add a qualification, reorder roles, or give the candidate a new photo - and get the same document back in the same template at no credit cost. Use when the user says \"fix\", \"correct\", \"change\", \"update\", \"shorten\" or \"add\" something in a CV, profile or shortlist Formatix produced."
        },
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        "plugin_release_skill_id": "pluginrsk_6ae5f7180bcc8191a779f9c91ecfb215"
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        "description": "CV formatting and resume formatting for recruiters. Format a CV or resume into the recruitment firm's own branded template - one candidate or several at once - and return the finished Word, PowerPoint or Excel document (candidate profile, candidate summary, one-page bio, CV in house format, shortlist or tracker). Use when a recruiter or executive search consultant says \"format this CV\", \"put these resumes into our template\", \"make a candidate profile\", \"reformat these CVs for the client\" or attaches CVs to turn into the firm's format.",
        "interface": {
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          "short_description": "CV formatting and resume formatting for recruiters. Format a CV or resume into the recruitment firm's own branded template - one candidate or several at once - and return the finished Word, PowerPoint or Excel document (candidate profile, candidate summary, one-page bio, CV in house format, shortlist or tracker). Use when a recruiter or executive search consultant says \"format this CV\", \"put these resumes into our template\", \"make a candidate profile\", \"reformat these CVs for the client\" or attaches CVs to turn into the firm's format."
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        "name": "format-cvs",
        "plugin_release_skill_id": "pluginrsk_6ae5f716cb8881918de5f311b32f9bb8"
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      {
        "description": "General guide to Formatix for recruitment agencies and executive search firms - find the right template, see what a template needs, write search progress reports, appointment briefs, LinkedIn carousels and role teasers, draft \"we have been retained\" and appointment announcements, use a client's brand kit, start a role-briefing video, and change the firm's own template. Use for any Formatix request that the more specific Formatix skills (format CVs, shortlist pack, position specification, interview pack, fix a document, build our template, daily CV run, client submission email, blind profile, translate a profile) do not cover.",
        "interface": {
          "brand_color": null,
          "default_prompt": null,
          "display_name": "formatix-recruitment-documents",
          "icon_large_url": null,
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          "short_description": "General guide to Formatix for recruitment agencies and executive search firms - find the right template, see what a template needs, write search progress reports, appointment briefs, LinkedIn carousels and role teasers, draft \"we have been retained\" and appointment announcements, use a client's brand kit, start a role-briefing video, and change the firm's own template. Use for any Formatix request that the more specific Formatix skills (format CVs, shortlist pack, position specification, interview pack, fix a document, build our template, daily CV run, client submission email, blind profile, translate a profile) do not cover."
        },
        "name": "formatix-recruitment-documents",
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        "description": "Prepare a branded interview pack (interview brief, interviewer guide) for a client interview - fit against the must-haves with evidence from the CV, risk flags to probe, screening questions with what a strong answer sounds like, highlights, and compensation and notice from the consultant's notes. Use when a recruiter or executive search consultant says \"interview pack\", \"prep the client for the interview\", \"interview guide for the hiring manager\" or \"questions to ask this candidate\".",
        "interface": {
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          "iconography": "chat",
          "short_description": "Prepare a branded interview pack (interview brief, interviewer guide) for a client interview - fit against the must-haves with evidence from the CV, risk flags to probe, screening questions with what a strong answer sounds like, highlights, and compensation and notice from the consultant's notes. Use when a recruiter or executive search consultant says \"interview pack\", \"prep the client for the interview\", \"interview guide for the hiring manager\" or \"questions to ask this candidate\"."
        },
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        "description": "Turn a new search's intake or briefing-meeting notes, a job description or a call transcript into a branded position specification (role profile, candidate brief, job spec) and, if wanted, a \"we have been retained\" LinkedIn announcement draft. Use when a recruiter or executive search consultant says \"write the position spec\", \"new search intake\", \"turn my client meeting notes into a role profile\", \"draft the job spec for the CFO search\" or \"announce that we've been retained\".",
        "interface": {
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          "short_description": "Turn a new search's intake or briefing-meeting notes, a job description or a call transcript into a branded position specification (role profile, candidate brief, job spec) and, if wanted, a \"we have been retained\" LinkedIn announcement draft. Use when a recruiter or executive search consultant says \"write the position spec\", \"new search intake\", \"turn my client meeting notes into a role profile\", \"draft the job spec for the CFO search\" or \"announce that we've been retained\"."
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        "description": "Get a recruiter or search firm started with Formatix after installing the plugin - check the account, find or build the firm's CV template, check the brand, see any connected ATS or CRM, and format a first CV. Use when the user says \"set up Formatix\", \"get started\" or \"how do I start\", or right after the plugin is installed.",
        "interface": {
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          "display_name": "setup",
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          "short_description": "Get a recruiter or search firm started with Formatix after installing the plugin - check the account, find or build the firm's CV template, check the brand, see any connected ATS or CRM, and format a first CV. Use when the user says \"set up Formatix\", \"get started\" or \"how do I start\", or right after the plugin is installed."
        },
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        "interface": {
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          "iconography": "pdf",
          "short_description": "Translate a candidate profile or CV into another language in the firm's template, keeping the layout - for example a German Lebenslauf from an English CV, or a French candidate profile for a client in Paris. Use when a recruiter asks to \"translate this CV\", \"make this profile in German\" or \"send the client a French version\"."
        },
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