An email automation sends a candidate an email automatically the moment they reach a stage — so communication stays fast and consistent without manual sends. Editing a job's workflow needs the manage-jobs permission.
Before you start
Required role: a role with the Manage jobs permission
Where to find it: Jobs → Edit a job → Workflow tab → a stage's automations
How to add an automated email
On the Workflow tab, open the stage where the email should send and add an automation.
Choose Send Email.
Fill in the subject, optional Cc/Bcc, and the body — write it or pick an email template. Use merge tags (like first name, job title, company) to personalize it, and attach files if needed.
Save. From now on, candidates who reach this stage are emailed automatically.
💡 Email templates keep recurring messages consistent — see How to Create an Email Template. This is one of the three stage automations; see Add automated actions in your workflow.
Frequently asked questions
Can I use a saved template?
Yes — choose Pick a template in the email editor to drop in one of your saved email templates, then adjust it if needed.
Which stages can send an automated email?
Any stage — including the Sourcing stages, which support email and task automations.