Automations Overview

Click on the "g" to navigate to the Grayscale menu

Click on Automations

Click “New” to create a new automation

Give your automation a title. This is an internal title and will not be seen by candidates.

Set your automation to Active as soon as you Save.

Or set your automation to paused upon creating, until you are ready to activate.

Select which job you’d like the automation to run on

All jobs (every job in ATS. Only Admins can see this option)

Custom Jobs (every job in ATS that matches the combined filter)

All My Jobs (every job in ATS that the user is assigned to as Recruiter, Hiring Manager, Coordinator, or Sourcer)

Specific job (select one job)

Filter on name (specify one or more keywords contained in the job name)

This is the event that triggers the automation to be sent

Stage Changed

Candidate Hired

Candidate Rejected

Candidate Hired or Rejected

Interview scheduled (specific to Greenhouse and Lever)

Include all candidates

Filter on stage name

Filter on ATS tags

confirm the event, job, candidate conditions are what you want

No wait (immediately)

2 Hours

1 Day

2 Days, etc.

Freeform, or use snippets and templates

Assign replies to the appropriate Grayscale user

Save

Option to cancel on the left

Navigate to the main page of Automations

Filter by Status, Job, Events, or Creator

Filter by automation name