Overview

Workflows let you automate actions that happen repeatedly in your pipeline. Instead of manually sending a confirmation email to every applicant or moving candidates between stages by hand, you define a workflow once and it runs automatically.

Anatomy of a workflow

Every workflow has two parts:

• A trigger - the event that starts the workflow
• One or more actions - what happens when the trigger fires

Workflows run sequentially: each action completes before the next one starts. If an action fails, the workflow stops and records the error.

Scoping

Workflows can be scoped at two levels:

• Position-scoped - the workflow only fires for events related to a specific position. Created from the position's Settings tab.
• Org-wide - the workflow fires for events across all positions. Created from Settings → Automations.

Where to find workflows

• Settings → Automations - manage org-wide workflows
• Position → Settings → Automations - manage position-scoped workflows
• Settings → Automations → Runs - view execution history for all workflows