10 Powerful Automation Examples
Discover how Automations can save you time and enhance your engagement with candidates and clients. Whether you're looking to improve communication, ensure detailed documentation, or manage tasks more efficiently, Automations can be tailored to fit your unique needs and enhance your recruiting and business development workflows.
Unlock the true power of Automations with these common Actions and examples of how to combine them with Triggers to create efficient processes for your agency.
Sending Emails
Using Automations to send emails streamlines your communication process, ensuring timely updates and essential information are shared when needed. Keep candidates and clients informed without manually writing every email.
Distribute preparation and screening documents to candidates early in the pipeline workflow.
- Trigger: Move to Pipeline Stage > Qualified Stage
Action: Send an email with an attached information packet, in-house assessment document, or questionnaire.
Keep conversations flowing by promptly following up with potential clients after a call.
- Trigger: Move to Hotlist > Business Development > Qualified Lead Category
Action: Send an email thanking potential clients for their time.
Communicate disqualification to candidates to help foster ongoing engagement and maintain positive relationships.
- Trigger: Disqualify from Pipeline Stage > All Stages
- Action: Send an email with a disqualification message and encourage future opportunities. Apply a 2-day delay to convey thoughtful consideration.
Logging Activities
Automated Activity logging can help capture every step of the recruitment process, providing a detailed and accessible record of interactions and progress with both candidates and clients. Easily track key interactions and stage progression for candidate and client engagements.
Instantly document a candidate's pipeline progress to track and report their journey through activity reports.
- Trigger: Move to Pipeline Stage > Offer Extended
Action: Log an activity to document the move to the next pipeline stage.
Encourage detailed documentation of client conversations throughout the business development process.
- Trigger: Move to Hotlist > Business Development > Cold Lead Category
- Action: Log an activity that prompts users to document their latest interaction with the client.
Scheduling Activities
Let Automations handle scheduling all those important tasks for you, automatically setting up follow-ups and meetings. Focus more on people and less on planning, as your important tasks are managed seamlessly.
Ensure timely follow-ups with potential clients as your team works to nurture and convert leads.
- Trigger: Move to Hotlist > Business Development > Warm Lead Category
Action: Schedule an activity to perform a follow-up marketing call with the lead in 3 days.
Streamline your workflow by automatically populating your calendar with call events at specific pipeline stages.
- Trigger: Move to Pipeline Stage > Screening Stage
Action: Schedule an activity, assigning yourself to initiate a screening call with the candidate.
Effortlessly assign the preparation of a new hire packet to a colleague at a designated time to ensure completion of this crucial step.
- Trigger: Move to Pipeline Stage > Placement Stage
- Action: Schedule an activity, assigning a colleague to prepare a new hire packet for the candidate.
Sending Text Messages
Text Messaging Automations provide instant, personalized updates to recipients without sending each message individually. Apply them to maintain candidate engagement and connection throughout your hiring process.
Enhance candidate engagement by notifying them of their application status as they progress through the pipeline.
- Trigger: Move to Pipeline Stage > Submitted Stage
Action: Send a text message informing the candidate their resume is being reviewed by a hiring manager.
Reduce last-minute interview cancellations by sending timely reminders to candidates.
- Trigger: Move to Pipeline Stage > Phone Interview
- Action: Send a text message reminding candidates of their upcoming interview.