Automations

Groups Manage

Actions

	Status	Automation Name	Active Count	Total Count	# of Steps	Groups	Actions
	Active Paused	{{automation.Name}} Candidate-based Sales Contact-based Lead-based Placement-based Submission-based Job-based	{{automation.ActiveCount}}	{{automation.TotalCount}}	{{automation.StepCount}}	{{automation.Groups[0].Name}} {{automation.Groups[1].Name}} {{automation.Groups[2].Name}} + {{automation.Groups.length - 2}} More	View Metrics Copy Automation Delete Automation Edit Groups
No automations match the search

View hibernated automations Hide hibernated automations

Automation Name	Date Hibernated	Actions
{{automation.Name}} Candidate-based Sales Contact-based Lead-based Placement-based Submission-based Job-based	{{automation.DateHibernated \| date:'MMMM dd, yyyy'}}	Preview Wake Up Delete Automation
No hibernated automations found

Start from scratch

Blank Automation

Start with a blank automation and add your own actions, wait steps and enrollment lists.

Start from Blueprint

Import Automation

Choose record type

Candidate-based

Create a personalized automation for candidates used in outbound communication, ATS record automations or to collect updated information.

Sales Contact-based

Create a personalized automation for sales contacts used in outbound communication, ATS record automations or to collect updated information.

Lead-based

Create a personalized automation for leads used in outbound communication, ATS record automations or to collect updated information.

Submission-based

Create an automation for submissions containing associated candidate or sales contact information for interview or general notifications during the hiring process.

Placement-based

Create automations for placements containing associated candidate or sales contact information for collecting feedback or connecting at an assignment's end.

Job-based

Create automations for jobs or associated sales contacts for updating fields, internal notifications or communicating with contacts.

Candidate-based automation Sales Contact-based automation Lead-based automation Placement-based automation Submission-based automation Job-based automation

Name your automation

Choose the type of automation

Standard Add an automation that includes your own criteria, actions and delays

Center on date field Add an automation that revolves around a date field such as a placement start date or birthday

Date

Choose the type of contact

Candidates

Job Only No sales contact association, use for field updates and internal notifications.

Sales Contacts Job and Sales Contact

Description