Once Mega is connected to Lever, Megan isn’t just “next to” your it; she can be embedded directly into the workflows you build in Lever. That means as candidates move through stages, Megan can automatically screen, score, communicate, and move people forward (or out) based on your rules.
Below are the key actions Megan can perform inside Lever-driven workflows.
Stage & Status Automation
Move Candidate to Stage
Configure rules so that when Megan finishes her work (like screening or background checks), she can automatically move candidates to the appropriate next stage in your Lever pipeline.
The result: Less manual pipelining, more time reviewing the right candidates.
Disqualify Candidate
If a candidate clearly doesn’t meet your “must-have” criteria (based on Ideal AI Screening and AI Business Preferences), Megan can automatically disqualify them in Lever and log the reason.
Keeps your pipeline clean.
Ensures disqualification reasons are consistent and documented.
Scheduling & Candidate Engagement
Self-Schedule Candidate
Build stages where, once a candidate is ready to interview, Megan automatically sends them a self-scheduling link based on your team’s availability.
Candidate picks a time that works.
Lever is updated with the scheduled interview details.
Your team doesn’t have to chase / follow-up emails back and forth.
Background Check Candidate
For stages requiring a background check, Megan can automatically:
Trigger your connected background check flow when candidates hit that stage.
Collect needed information or authorization (where applicable).
Update status back into Lever / Mega so your team knows when it’s clear to move forward.
AI Screening & Decision Support
Screen Candidate
When candidates enter a “Screen with Megan” stage, Megan reviews:
Resume and application
Relevant activity and feedback
Ideal Candidate Guidelines and AI Business Preferences
She then generates a structured evaluation so recruiters can quickly tell whether someone is a good fit, without a manual resume skim.
Score Candidate
Using your configured scoring model, Megan can assign:
An overall score (e.g., 1–5 or 👍 / 👎)
Supporting notes on skills, experience, and gaps
This score is logged back to the candidate in Lever so your team can sort and prioritize work directly in the ATS.
Auto Advance from Screen
If a candidate’s score and requirements meet your thresholds, Megan can automatically:
Advance them to the next configured stage (e.g., “Phone Screen” or “Hiring Manager Review”)
Optionally trigger self-scheduling or other next-step automations
Auto Disqualify from Screen
If Megan finds blockers based on your rules; like location, compensation, legal requirements, or hard skill gaps; she can automatically disqualify the candidate in Lever.
Embedded AI Guidance & Guardrails
AI Guidance
Within Applied (New Applicant) stages, Megan can provide in-context guidance to recruiters and hiring managers, such as:
Why a candidate was scored a certain way
What questions to ask next
Key risks or missing information
This guidance is tied directly to the workflow step so the team sees it where they’re already working.
AI Business Preferences
Customize how Megan runs decisions through your business rules, including:
What your organization does in simple, candidate-friendly language.
What it feels like to work at your company day to day.
Core principles or beliefs that guide how your team operates and makes decisions.
Company mission or purpose so Megan can reflect why your company exists, not just what it does.
These preferences act as guardrails so screening, scheduling, and disqualification decisions match how your company actually hires.
Tone / Communication
For any stage that sends candidate-facing messages (e.g., screening follow-ups, scheduling links, rejections), Megan uses your configured tone of voice and communication rules:
Branded, consistent language
Clear expectations and timelines
Adaptable tone (professional, casual, dramatic, etc.) based on your guidance
Communication With Candidates & the Team
Team Communication
Megan can keep your team in the loop automatically as candidates move through Lever stages by:
Posting brief summaries of AI screens
Highlighting top candidates for a job
Flagging when a candidate is stuck or blocked
These updates can live in Mega, Slack, and/or notes linked back to Lever so everyone stays aligned. You can select topics you do not want Megan to ever discuss with team members.
Religion
Politics
Gender
Race
Sexuality
Candidate Communication
When certain triggers in Lever workflows fire (e.g., pass screen, fail screen, ready to schedule), Megan can:
Send individualized emails to candidates
Share next steps, links, and timelines
Maintain a consistent experience across large volumes of applicants
Ideal Candidate Guidelines
Behind all of this, each workflow can be anchored in your Ideal Candidate Guidelines for that role: experience, skills, location, and other must-have or nice-to-have attributes.
Megan uses these guidelines to:
Power AI screening and scoring
Explain recommendations through AI Guidance
Decide when to auto-advance vs. auto-disqualify
