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# Introduction to Pipeline Automations

# Introduction to Pipeline Automations

Automate repetitive tasks by triggering actions when candidates move through your pipeline.

## What are pipeline automations

Automations are rules that trigger automatically when candidates reach specific pipeline stages. Instead of manually sending emails or assigning tasks, the system does it for you.

## Accessing automations

1. Open a job
2. Go to the **Workflow** tab
3. Click the **bolt icon** on any pipeline stage ![Introduction to Pipeline Automations: Accessing automations](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/introduction-to-pipeline-autom_1ssimv5.png)
4. Add or edit automations

## Available automation types

### Email to candidate
![Introduction to Pipeline Automations: Email to candidate](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/introduction-to-pipeline-autom_1rm9x54.png)
Send automatic emails to candidates.

* Choose sender (**connected mailbox**)
* Set delay (immediately, hours, days)
* Select email template
* Use for: thank you emails, next steps, rejections

### Email to teammate
![Introduction to Pipeline Automations: Email to teammate](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/introduction-to-pipeline-autom_16p2nah.png)
Notify team members about candidates.

* Select recipient
* Set delay
* Include candidate information automatically
* Use for: review requests, stage notifications

### Nurture campaign
![Introduction to Pipeline Automations: Nurture campaign](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/introduction-to-pipeline-autom_1d09pma.png)
Multi-step automated sequences.

* Multiple emails over time
* Follow-up if no response
* SMS, voicemail, and action steps included
* Actions can move candidates, assign tags, or assign tasks
* Use for: outreach, engagement

### Disqualify if (knockout)
![Introduction to Pipeline Automations: Disqualify if (knockout)](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/introduction-to-pipeline-autom_gbzyl5.png)
Auto-reject based on screening questions.

* Select yes/no question
* Set expected answer
* Use for: minimum requirements, eligibility checks

### AI score
![Introduction to Pipeline Automations: AI score](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/introduction-to-pipeline-autom_1hpeqnu.png)
Automatically evaluate candidates.

* Uses criteria from **AI Scoring tab**
* Optional threshold actions
* Use for: screening, prioritization

### Act if a form is filled
![Introduction to Pipeline Automations: Act if a form is filled](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/introduction-to-pipeline-autom_kr5zjo.png)
Trigger when questionnaire is completed.

* Set conditions such as contains, doesn't contain, empty, not empty, greater than, or less than
* Actions: move stage, disqualify, assign job
* Use for: routing based on answers

### Act if candidate stuck
![Introduction to Pipeline Automations: Act if candidate stuck](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/introduction-to-pipeline-autom_bf4v1f.png)
Alert when candidates don't progress.

* Trigger after X days
* Email teammate, move, or disqualify
* Use for: follow-up reminders

### Assign task
![Introduction to Pipeline Automations: Assign task](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/introduction-to-pipeline-autom_1899mje.png)
Create tasks automatically.

* Set task type, assignee, due date, and priority
* Use for: manual follow-ups, reviews

### Enrich
![Introduction to Pipeline Automations: Enrich](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/introduction-to-pipeline-autom_1dno9rv.png)
Find candidate contact information.

* Uses enrichment APIs
* Finds emails, phones, LinkedIn
* Use for: sourcing workflows

### Validate candidates' emails
![Introduction to Pipeline Automations: Validate candidates' emails](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/introduction-to-pipeline-autom_18nsqne.png)
Check email validity before sending.

* Uses ZeroBounce (configured in Settings / Integrations)
* Protects sender reputation
* Use for: cold outreach

## Example automation flow

**Applied stage:**
* Email to candidate: Thank you email (immediate)
* AI Score: Evaluate candidate

**Phone screen stage:**
* Email to teammate: Notify recruiter to schedule call
* Assign task: "Schedule phone screen" to recruiter

**Interview stage:**
* Email to candidate: Interview prep instructions (1 day before)

**Offer stage:**
* Email to teammate: Notify hiring manager

## Tips

* Start simple, add complexity over time
* Test with one candidate before full rollout
* Use delays to avoid overwhelming candidates
* Monitor results and adjust