Introduction to Automations

Automations let you create workflows that perform actions automatically when specific events occur, saving time on repetitive recruiting tasks.

What Are Automations?

An automation (workflow) has three parts:

1. Trigger — The event that starts the workflow (e.g., "When a new application is received")
2. Conditions (Optional) — Rules that must be met for the workflow to execute (e.g., "Only if the clearance level is TS/SCI")
3. Actions — What happens when the trigger fires and conditions are met (e.g., "Move to Phone Screen stage")

Viewing Your Workflows

Navigate to Automations from the main navigation. The overview shows:

• Active Workflows — Currently enabled automations
• Runs Today — How many times workflows have executed today
• Total Workflows — All workflows (active and paused)

Each workflow card displays:

• Enable/disable toggle
• Workflow name and description
• Active or Paused badge
• Visual flow: Trigger → Conditions → Actions
• Last run timestamp and total run count

Tips

• Start with simple workflows and add complexity as you learn what works for your team.
• Use the enable/disable toggle to pause a workflow without deleting it.
• Monitor the "Runs Today" counter to ensure workflows are firing as expected.