Types of Automated Actions
Recruitera currently supports three types of automation:
1. Automated Emails
Automatically send messages to candidates when they enter a stage.
How to set up:
In your workflow, click the + next to a stage.
Select Send Email.
Fill in:
Subject
CC/BCC (optional)
Body text (use placeholders like First Name, Last Name, Job Title, Company Name).
(Optional) Upload attachments (PDF, Word, Excel, Images, up to 50 MB).
Choose an existing template or write a new one.
Click Save.
💡 Example: Send an “Application Received” email when candidates reach the Applied stage.
2. Questionnaires
Collect structured information from candidates as they progress.
How to set up:
Click the + next to a stage.
Select Questionnaire.
Enter a Form Category (e.g., “Technical Test”).
Add questions, choosing from:
Short Answer
Long Answer
Multiple Choice
Yes/No
Salary Range
Mark questions as Required if candidates must answer.
Click Save.
💡 Example: At the Phone Screen stage, send a questionnaire asking about availability, expected salary, or technical skills.
3. Tasks
Assign tasks to team members to keep the hiring process on track.
How to set up:
Click the + next to a stage.
Select Task.
Choose a team member from the list.
Set a Due Date.
Add a Description (e.g., “Schedule technical interview”).
Click Submit.
💡 Example: At the Interview stage, assign a recruiter the task to “Call the candidate within 48 hours.”
Managing Automated Actions
You can add multiple actions to the same stage.
Remove actions anytime by clicking the X icon.
Edit actions if you need to adjust messaging, deadlines, or questions.
Best Practices
Use emails for candidate-facing communication.
Use questionnaires for structured pre-screening or assessments.
Use tasks to assign internal follow-ups and maintain accountability.
Combine multiple actions at the same stage to streamline communication and workflows.
✅ That’s it! You’ve now learned how to add automated actions to your workflow in Recruitera to save time and create a smoother experience for both candidates and your team.