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
4. Add or edit automations

Available automation types

Email to candidate

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

Notify team members about candidates.

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

Nurture campaign

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)

Auto-reject based on screening questions.

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

AI score

Automatically evaluate candidates.

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

Act if a form is filled

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

Alert when candidates don't progress.

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

Assign task

Create tasks automatically.

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

Enrich

Find candidate contact information.

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

Validate candidates' emails

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

Updated on: 25/04/2026