Patterns
Pattern · Files and CVs
A record's files, the viewer that opens them, and the path from a candidate's CV to a client's inbox. Flo formats and drafts; the consultant checks every CV and sends every email.
List and viewer
Patterns · Files and documents
Files and CVs
A record's files, the viewer that opens them, and the path from a candidate's CV to a client's inbox. Flo formats and drafts; the consultant checks every CV and sends every email.
File list
A record's Files tab. The whole tab is a drop zone; the name opens the viewer; the … menu holds Download, Fill from this CV, Format CV and Archive.
Drop a CV here. Flo reads a PDF or Word CV and fills the empty fields.
Format CV
Upload CV
Maya Chen CV.pdf says something else
Keep all current
Current title
Data Engineer
Senior Data Engineer
Use CV
Skills
Add Kafka, dbt
Use CV
Maya Chen CV.pdf
PDF · 248 KB · Priya Shah · 14/10/2026
Maya Chen · Northbridge CV.docx
Word · 64 KB · Made by Flo from Maya Chen CV.pdf · 14/10/2026
Maya Chen CV 2024.pdf
PDF · 231 KB · Priya Shah · 02/03/2025 · Archived
No files yet
Upload the candidate's CV, or drop it here.
Drop to upload
Dragging over: edge turns 2px brand green
Built from: Item, Dropdown menu, Button, Empty state, Dropzone, Toast with Undo.
File viewer
Opening a file folds the app sidebar to its rail. The record's files list on the left, the preview takes the rest. ↑ ↓ or J K step through files, Esc goes back, ⌘\ hides the list.
Maya Chen
Filter
Documents
Maya Chen CV.pdf
PDF · 248 KB
Maya Chen · Northbridge CV.docx
Word · 64 KB
Reference, Northwind.pdf
PDF · 92 KB
Images
Right to work.png
Image · 1.1 MB
Maya Chen CV.pdf
PDF · 248 KB · Priya Shah · 14/10/2026
Ask Flo
Maya Chen
Senior Data Engineer · London
Built from: Sidebar rail, Search field, Item, Icon button, Tooltip, Dropdown menu, Button, Empty state (preview not available), Resize handle.
Review, CV out, templates
CV review
A CV Flo formatted opens beside the original. Flo's checks say what it removed, left out and kept; the consultant edits any line in place or asks Flo for a change, then uses it for CV out.
Template
Northbridge standard
Side by side
Formatted
Undo
Download
Use for CV out
Original
Maya Chen CV.pdf
MAYA CHEN
maya.chen@gmail.com · 07700 900412
Flo's version
A4 · Northbridge standard
Maya Chen
Senior Data Engineer · Presented by Northbridge Talent
Check these before you send it:
Removed
Phone and email, so the client books through you
Left out
1 line by the template's rules: Hobbies: climbing, chess
Add it back
Kept
4 roles, 18 bullets, word for word
Ask Flo to change the CV
Built from: Tabs (segmented), Dropdown menu, Button, Lozenge, Rich text editor (Formatted view), Ask Flo field, Spinner, Sheet (phones).
CV out flow
CVs for a Job in four steps that Flo fills at once. Ascern sends nothing: each email waits in Inbox and Gmail Drafts, and the move to CV sent is an approval after the consultant marks them sent.
CV out · Senior Data Engineer
1 · Pick candidates
2 of 3: Maya Chen, Priya Nair
Flo
· filled
Maya Chen
Interview
Ready: CV formatted, agreed to be sent
Priya Nair
Short list
Ready: CV formatted, agreed to be sent
Tom Ellis
Outreach
Not agreed to be sent yet
They agreed
2 · Format CV
2 CVs in the agency style, contact details removed
Edited by you
3 · Draft the email
2 emails to Halcyon Bank
Flo
· filled
4 · Approve
Nothing goes until you send it
· Each email waits in Inbox › Needs reply and your Gmail Drafts. Send it there and attach the CV in Gmail.
· Once you mark the CVs sent and approve, Maya Chen and Priya Nair move to CV sent on Senior Data Engineer.
· A Task for you to chase Halcyon Bank for feedback in 2 working days.
· Once you mark the CVs sent and approve, Maya Chen and Priya Nair move to CV sent on Senior Data Engineer.
· A Task for you to chase Halcyon Bank for feedback in 2 working days.
Mark as sent
· Each step says who filled it: the Flo label when Flo filled it, Edited by you (warning), Approved (success).
· A change to the picks refills the later steps for that candidate only.
· A candidate who isn't ready can't be ticked; the row offers the one fix: Format CV, They agreed, or Open candidate.
· Mark as sent is the only primary, and it only records what the consultant already did in Gmail.
· A change to the picks refills the later steps for that candidate only.
· A candidate who isn't ready can't be ticked; the row offers the one fix: Format CV, They agreed, or Open candidate.
· Mark as sent is the only primary, and it only records what the consultant already did in Gmail.
While Flo fills a step it shows "Flo is filling" in place of the badge.
Built from: Dialog, Accordion, Checkbox, Record chip, Lozenge, Button, Document file row, Email draft card, Flo review rows, Spinner.
CV template editor
The consultant drops a CV they like or tells Flo what they want. Flo turns it into rules, formats a real CV with them and reads each rule back with where it came from. Remove a rule or say more, then name and save.
Northbridge standard
Example
Rules
Page only
Download
Save template
Flo
What should this CV template look like? Drop a CV you like, or just tell me. Both work.
Like our standard, but no more than 4 bullets per role
Done. I kept your section order and cut each role to its first four bullets.
Save to
Agency templates
My templates
Everyone in Northbridge Talent can use it. You, the Owner and Admins can change it.
Tell Flo what to change
Whole CV
Agency rule
No email, phone or LinkedIn
From your example
Headings in green, Inter
Sections, in this order
From your example
Summary, then Skills
You said
At most 4 bullets per role
3 dropped
on the sample CV
Priya Nair
Head of Platform · Presented by Northbridge Talent
Built from: Tabs (segmented), Toggle group (segmented), Field, Checkbox, Lozenge, Tag, Icon button, Button, Dropzone, Ask Flo field, Spinner, Empty state.
Rules
· Flo prepares; the consultant sends. No CV, email or stage change leaves Ascern without their click, and every draft says "not sent" until then.
· What Flo did is always listed beside the result (checks, rule sources, step badges), with Undo or Add it back where it removed something.
· A file opens in the viewer, never a new tab by default; Download and Open in new tab are always one click away.
· Status colour carries meaning (danger removed, warning left out or edited, success kept or approved); Flo's work carries the Flo label; green is only the primary action.
· What Flo did is always listed beside the result (checks, rule sources, step badges), with Undo or Add it back where it removed something.
· A file opens in the viewer, never a new tab by default; Download and Open in new tab are always one click away.
· Status colour carries meaning (danger removed, warning left out or edited, success kept or approved); Flo's work carries the Flo label; green is only the primary action.