Workflows automatically move applications through your hiring funnel based on predefined triggers (e.g. a candidate replying "No" to "Do you have a food hygiene certificate?").
Workflows are set up at the stage level and are deterministic. This means they do not use AI but instead follow if-this-then-that (IFTTT) logic. The main benefit of workflows is that they help you focus on relevant candidates and move them through the funnel more quickly.
Adding a workflow
Workflows are set at a job stage-level. To set them up, follow these steps:
Open the relevant job
Click on "Edit job"
Click on the "Stages" tab
Click on "Add" in the workflow section
For jobs created from templates, workflows are configured at the template level.
Once you add a workflow to a stage, you'll land in the workflow editor. Here, you define the relevant if-this-then-that logic. Start by naming the workflow.
Workflow anatomy
Each workflow consists of a trigger, an action, and an optional delay between the trigger and the action.
Triggers
Today, the only available trigger is campaign completion. However, we're working on adding more triggers in the future.
Delay
You can add an optional delay between the trigger and the action. This postpones the action from executing immediately after the trigger occurs.
Action
Today, the only available trigger is moving an application to a different stage. However, we're working on adding more actions in the future.