Workflow automation

Automate stage moves, emails, and follow-ups.

Workflows → New rule

When: candidate moved to “Interview”

Trigger

Then: send interview-prep email

Action

Then: notify the hiring manager

Action
A rule is a trigger plus one or more actions that run automatically.
  1. 1Go to Workflows → New rule.
  2. 2Choose a trigger (e.g. candidate moved to "Interview").
  3. 3Add actions (send an email, notify a teammate, move stage, start a task).
  4. 4Turn the rule on — it now runs automatically.

Start with one or two high-value automations (e.g. auto-acknowledge new applicants) before adding more.

Still stuck? Our team is happy to help.