How to Create Custom Workflows and Pipeline Stages
Create different workflows for different types of roles, each with its own pipeline stages and automations.
Understanding workflows
A workflow is a set of pipeline stages plus the automations on each stage. By default, all jobs share one workflow. You can create custom workflows for specific role types.
Enabling multiple workflows
- Open any job
- Go to the Workflow tab
- Toggle on "Use different workflows for different jobs"
- Now you can select or create workflows per job
Creating a new workflow
- Open a job's Workflow tab
- Enable the multi-workflow toggle (if not already on)
- Click the workflow dropdown
- Click Add new workflow at the bottom
- Name your workflow (e.g., "Developer Hiring", "Sales Pipeline")
- Add pipeline stages using the dropdown at the bottom
Adding pipeline stages
- In the workflow editor, find the dropdown at the bottom
- Start typing to search existing stages or create new ones
- Click to add the stage
- Drag to reorder stages
- Click the bolt icon to add automations to any stage
Example workflows
Standard Hiring
- Applied
- Phone Screen
- Interview
- Reference Check
- Offer
- Hired
Technical Roles
- Applied
- AI Screening
- Technical Assessment
- Technical Interview
- Bar Raiser
- Offer
- Hired
Sales Roles
- Applied
- Phone Screen
- Sales Presentation
- Culture Interview
- Offer
- Hired
Executive Search
- Sourced
- Initial Contact
- Phone Screen
- Panel Interview
- Reference Check
- Final Interview
- Offer
Adding automations to stages
Click the bolt icon on any stage to add:
- Email to candidate
- Email to teammate
- Nurture campaign
- AI Score
- Disqualify If
- Assign Task
- And more
Managing global pipeline stages
View all pipeline stages at Settings / Pipeline Stages. 
Adding stages here makes them available in the workflow dropdown, but they don't automatically appear in any workflow until you add them.
Tips
- Create workflows for distinct hiring processes
- Keep workflows focused (not too many stages)
- Add automations to reduce manual work
- Test workflows with a few candidates before full rollout
Updated on: 19/12/2025
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