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Automated Workflow Templates

Take a look at a couple of our favorite automated workflows to get started with automations

David Pardo avatar
Written by David Pardo
Updated over a week ago

Apploi offers automated workflows to instantly send messages to candidates and update application statuses. These workflows can be created at the Parent Team level, for just one Child Team, or for a specific job.

If you're interested in creating a workflow for your entire account or a specific Child Team, this Help Center article will guide you through those steps. To better understand how to create automations at the job-specific level, check out this Help Center article.

Remember — the Workflows feature is only available to Super Admin users. If you are trying to create a workflow and don't see the option in your account, reach out to a Super Admin on your team who can assist!


How it Works

Our workflows allow you to build an action sequence, or "workflow," by following the natural language builder. Once the first setting is selected, the workflow will present you with the next set of options.


Our Favorites

After speaking with dozens of customers to learn how they use automations, we’ve put together our list of recommended workflows. Let us know if they’ve helped you, or if you’ve come up with a couple snazzy ones yourself.

Initiate a request for interview after you've identified a candidate

If [the status is] [New] and has been [for 10 minutes]

then [a message is sent] via [email and text] using the template [Interview Request]

and [update the status] to [Requested Interview]

Here’s an example of how this sequence could look on your screen

Follow up with your interview requests

If [the status is] [Requested Interview] and has been for [1 day] and [applicant has not responded]

then [a message is sent] via [email and text] using the template [Interview Follow up I]

Schedule interviews

If [the status is] [Interview Scheduled] and has been for [10 minutes]

then [a message is sent] via [email and text] using the template [Interview Scheduled]

Reschedule interviews

If [the status is] [Interview Rescheduled] and has been for [10 minutes]

then [a message is sent] via [email and text] using the template [Interview Rescheduled]

Deal with interview cancelations

If [the status is] [Interview Canceled] and has been for [10 minutes]

then [a message is sent] via [email and text] using the template [Interview Canceled]

Note: “Interview Canceled” is an example of a custom template and does not exist in Apploi’s template library. To use this workflow, select a template you have created and saved.

Remind the candidate of their upcoming interview

If [the interview is in] [1 day]

then [a message is sent] via [email and text] using the template [Interview Reminder]

Deal with No Shows

If [the status is] [Interview No-Show] and [has been for] [10 minutes]

then [a message is sent] via [email and text] using the template [Interview No-Show]

Note: Apploi doesn't have a standard template for interview no-shows. You should decide how you want to handle those, and make your own custom message template.

Send offer letter

If [the status is] [Offer Extended] and has been for [10 minutes]

then [a message is sent] via [email] using the template [Offer Letter]

More possibilities

These are just some of the most popular set-ups that customers have shared with us. There are plenty more configurations. If you come up with one you like a lot, let us know!

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