Creating a Workflow

Build automated workflows using the visual workflow builder with triggers, conditions, and actions.

Steps 1. Open the Automations Page

Navigate to Automations and click Create Workflow.

2. Name Your Workflow

Enter a Name and optional Description in the header fields. Use a descriptive name like "Auto-advance TS/SCI applicants to Phone Screen."

3. Configure the Trigger (Step 1)

The trigger determines when the workflow runs:

• Select a Trigger Type from the dropdown
• Fill in any trigger configuration fields that appear (these vary by trigger type)

The trigger section is highlighted in blue.

4. Add Conditions (Step 2 — Optional)

Conditions filter which events actually execute the workflow. The conditions section is highlighted in amber.

• Click Add Condition
• For each condition, select:
  • Field — The data field to evaluate
  • Operator — How to compare (equals, contains, greater than, etc.)
  • Value — The value to compare against
• Multiple conditions are joined with AND logic — all must be true
• Drag conditions to reorder them
• Click the remove button to delete a condition

5. Configure Actions (Step 3)

Actions are what the workflow does when triggered and conditions are met. The actions section is highlighted in green.

• Click Add Action
• For each action, select:
  • Action Type from the dropdown
  • Fill in configuration fields specific to the action
• Multiple actions execute in order, joined with THEN
• Drag actions to reorder them
• Click Add Another Action for additional steps

6. Save the Workflow

Click Save Workflow in the top header. The workflow is created in an enabled state.

Tips

• Test new workflows on a small scale before enabling them broadly.
• Conditions are optional — if you skip them, the workflow runs for every trigger event.
• The visual builder shows the flow as Trigger → Conditions → Actions, making it easy to understand the workflow at a glance.