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Status Automation Name Active Contacts Total Contacts # of Steps Groups Actions
Active Paused {{automation.Name}}
Candidate-based Sales Contact-based Placement-based Submission-based
{{automation.ActiveCount}} {{automation.TotalCount}} {{automation.StepCount}} {{automation.Groups[0].Name}} {{automation.Groups[1].Name}} {{automation.Groups[2].Name}} + {{automation.Groups.length - 2}} More
No automations match the current group filter
Start from scratch
Blank Automation

Build a workflow to continuously automate routines from scratch.

Single Email

Build and send a one-time email to a list of candidates or sales contacts.

Pre-built automations
Re-engagement

Re-connect with old candidates or sales prospects with this workflow.

Redeployment

When a contract is coming to an end, notify the recruiter and start communicating with the candidate

Job Seekers

Send matched jobs to candidates and notify record owners with this workflow.

Top Talent

Stay in regular contact with your best candidates with email and task sequences.

Recent Applicants

If new candidates or contacts aren’t contacted within 3 days, start to automate communication

Onboarding

Ensure a smooth onboarding process and regularly engage with your consultants on a contract

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.
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.
Candidate-based automation Sales Contact-based automation Placement-based automation Submission-based automation
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