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Workflows

Automate repetitive recruiting work without adding more complexity.

  • 5

    Active workflows

  • 647

    Runs this month

  • 98.6%

    Completed cleanly

  • 9

    Sent for review

Live workflow run

Send one candidate through intake and watch what the recruiter doesn’t have to do.

Nothing running right now

In production this fires whenever a job board sends an application. Press Run Demo Workflow to see one go through.

New Candidate Intake

Everything that happens the moment a candidate arrives from a job board — recorded, checked, assigned and queued for the recruiter.

Active

Trigger

New candidate received

Actions

  1. Create candidate recordStore contact details, position, source and campaign.
  2. Check for duplicateCompare email, phone and name against existing records.
  3. Assign recruiterRoute to the recruiter who owns that position.
  4. Create screening taskQueue the initial candidate review with a due date.
  5. Notify recruiterSurface the candidate in the recruiter's daily list.
Runs this month248
241 successful · 97.2%7 need review
Last run 4 hours agoOpen workflow

Screening Follow-Up

Catches candidates who go quiet in screening so nobody falls through the cracks.

Active

Trigger

Candidate remains in Screening for 24 hours

Actions

  1. Create follow-up taskA dated task on the candidate record.
  2. Assign to recruiterGoes to whoever already owns the candidate.
  3. Send reminderAdds the task to the recruiter's due-today list.
Runs this month96
96 successful · 100.0%No exceptions
Last run 6 hours agoOpen workflow

Interview Follow-Up

Sets up the prep and the follow-through as soon as a candidate reaches interview.

Active

Trigger

Candidate moved to Interview

Actions

  1. Create interview preparation taskBrief, scorecard and logistics in one task.
  2. Create follow-up taskDated for the day after the interview.
  3. Update candidate timelineRecords who moved the candidate and when.
Runs this month41
41 successful · 100.0%No exceptions
Last run 8 hours agoOpen workflow

Duplicate Candidate Review

Stops the company paying twice for the same person — a recruiter always makes the final call.

Active

Trigger

Duplicate confidence above 85%

Actions

  1. Flag candidateMarks the record so it can't be worked by mistake.
  2. Notify recruiterRaises it in notifications, not just the record.
  3. Create review taskHigh priority, due the same day.
  4. Never merge automaticallyMerging is always a person's decision.
Runs this month14
12 successful · 85.7%2 need review
Last run 4 hours agoOpen workflow

Source Cost Attribution

Attaches spend to every candidate as they arrive, so cost per candidate and cost per hire stay current without anyone building a spreadsheet.

Active

Trigger

Candidate record created

Actions

  1. Attach source and campaignWhich board and which posting produced the candidate.
  2. Apply campaign costDivides campaign spend across its candidates.
  3. Update source totalsFeeds the Sources & ROI page in real time.
Runs this month248
248 successful · 100.0%No exceptions
Last run 4 hours agoOpen workflow