After the Create Trigger step, which involves selecting and filtering candidates targeted by Autoflow, next is Add Action, where you'll choose the action Autoflow needs to execute.
When you click the Add Action button, you will see all the Autoflow actions available:
Let’s go through each of the actions in this video by Perry from our Product Support Team.
Bulk Actions
A. Move Candidate - migrate the candidate to a folder or campaign.
Click on Move Candidate then select a Campaign and the Folder you want your candidates to move to.
You can opt to re-assign candidates upon moving them to a different campaign or folder by clicking on the re-assign toggle button. Then hit Save.
Note: Be advised that the inbox folder is excluded from the list when trying to move candidates to either the same campaign or another one. In order to move a candidate to an inbox folder, you would have to use the option below.
B. Create an Application - invite a candidate to another campaign’s Inbox.
Click on Create Application, then select the campaign you want to invite the candidates to. Then they will automatically be moved to the Inbox folder.
Click on the Send Message toggle button to send the invitation message to candidates.
If you turn on the Do not keep a copy of the application button, you will not see the current application anymore. If it’s turned off, as a Duplicate Warning, this action will create a copy of the application in the new campaign and keep the current application.
You can also click on the re-assign candidates button for the new profiles to be re-assigned to recruiters. Then hit Save.
C. Assign Labels - assign multiple labels to the applicant
Click on Assign Labels and then select the label you want to assign the candidates, then hit Save.
D. Job Matching - generate the matching score of incoming applications.
To use the Job Matching action, you must ensure that you have configured the Job Matching feature. According to the attributes' values and the weight selected for each, a j will be generated on the Candidate Profile.
To determine Job Matching via Autoflow, select your Folder and Trigger and finish configuring your Job Matching settings if needed. Then, select the Job Matching Action and hit Save.
E. Share Profile - automatically share candidate profiles with team members and guests via WhatsApp and email!
Read this full article to learn more about Share Profile via Autoflow!
F. Add Data—Fill an existing candidate attribute in the candidate's profile automatically, based on your trigger.
Set a criteria for the candidates you want to add a candidate attribute on. Then, select the action Add Data. Select a candidate attribute, and include the value you want it to have. You can input the value or you can choose from the Suggested Values that were configured in the Candidate Attribute Settings.
G. Send Question Set - send follow-up Questions from a set configured on Templates.
The Follow-up Question Set is a group of questions configured on the Question Templates that you can send to candidates at any point during their application process via Autoflow. This message will be sent to candidates with the Interview Link token, which they will then complete via the landing page.
Here's a complete guide to setting up follow-up questions on your Autoflow.
Send Message Actions
This Autoflow action allows you to send a message automatically to candidates and choose the platform where to send it to. It can be sent via Email, SMS, Messenger, and WhatsApp. If you select a specific channel, a message template dropdown is available where users can select a saved message template to be sent.
🚀 Please note that if the template message was edited in the Autoflow it will be unlinked from the Message template and will not be affected by any changes to the original template.
If you select the Send Message option, the message will be sent via the last platform used to reach the candidate. Note that Whatsapp has a character limit of 1600. If it's the last messaging platform used, the message will not be delivered if it exceeds the limit.
Manually type the message you want to send. You can use tokens to help you with your message and Attach files.
Note: The messaging channel priority is as follows: Preferred Communication channel > Last channel used > Messenger > WhatsApp > Email > SMS.
This Autoflow feature can delay all actions mentioned above for a set amount of time. Click on the Delay Action button, then set the number of Days, Hours, and Minutes of the delay, then hit Save.
Frequently Asked Questions (FAQ)
What does the error "cached plan must not change result type" mean?
This error is due to a problem with our database infrastructure. These errors are rare and usually fix themselves. If we see this error message again, it will likely resolve on its own, and the autoflows will restart automatically.
🤔 Do you have any questions? We want to help! 💚
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