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 "workflows" by following the natural language builder. Once the first setting is selected, the workflow will present you with the next set of options.
Here are some examples of common workflows:
New
If an application is submitted then send the email and text template called Thank you for your application |
Interview Stage
If the status is updated to 'Requested Interview' then an email and text is sent using the template called Requested Interview |
If the status is 'Requested Interview' and has been for 1 days and applicant has not responded then an email and text is sent using the template called Interview Follow Up I - 1 Day Out |
If the status is ‘Requested Interview’ and has been for 3 days and applicant has not responded then an email and text is sent using the template called Interview Follow Up I - 3 Days Out |
If the status is updated to ‘Interview Scheduled’ then send the Email template called Interview Confirmation |
If the Interview is in 3 days then send the Email and Text template called Interview Reminder I - 3 days out |
If the Interview is in 1 day then send the Email and Text template called Interview Reminder II - 1 day out |
If the Interview is in 1 hour then send the Email and Text template called Interview Reminder III - 1 hour out |
If the status is updated to ‘Interview No-Show’ then send the Email and Text template called Interview No-Show |
If the status is updated to ‘Interview Rescheduled’ then send the Email and Text template called Interview Rescheduling |
If the status is updated to ‘Interview Cancelled’ then send the Email template called Interview Cancellation |
Not Qualified
If the status is updated to ‘Not Qualified’ then send the Email template called Not Qualified - Rejection Letter
Note: We recommend the 5 day buffer so that you are not passing on candidates immediately when they apply and also avoiding sending them a rejection letter should you mark them as "Not Qualified" right after an interview. |
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
When [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
When [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
When [the status is updated] to [Interview Scheduled] then [a message is sent] via [email and text] using the template [Interview Confirmation]
Reschedule interviews
When [the status is updated] to [Interview Rescheduled]
then [a message is sent] via [email and text] using the template [Interview Rescheduling]
Deal with interview cancelations
When [the status is updated] to [Interview Canceled] then [a message is sent] via [email and text] using the template [Interview Cancellation]
Remind the candidate of their upcoming interview
When [the interview is in] [1 day]
then [a message is sent] via [email and text] using the template [Interview Reminder II - 1 day out]
Deal with No Shows
When [the status is updated] to [Interview No-Show] then [a message is sent] via [email and text] using the template [Interview No-Show]
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!