๐Ÿง Learning Outcomes:

This article will teach you how to cut back on manual recruiting activities for your recruiters.

Today you will learn how to:

  • Reduce the manual tasks in screening applicants for the role
  • Reduce the manual tasks in moving candidates from one campaign/folder to another.
  • Reduce the manual tasks in sending manual messages
  • Design your entire recruitment strategies in a single interface

๐Ÿ“ŒWhy is it important?

The AutoFlow feature allows recruiters to reduce the manual work of sorting candidates into job campaigns and folders, and just recently, we've further enhanced it to allow automation in sending your custom messages. Autoflow lets recruiters take control and design their automated actions.

  • Automate Campaign and Folder Movements via Autoflow

Similar to the Smart Filter, which triggers actions on shortlisting and rejecting applications, the AutoFlow can trigger candidate movements across job campaigns and folders based on the candidate attributes stored in the applicants' profile.

This means you can now move the candidates to the shortlisted, rejected, on hold, hired, and other custom folders across different campaigns! ๐Ÿ™Œ

  • Automate Sending of Custom Messages via Autoflow

Recruiters can also create a workflow to send a message automatically using the last channel that was used to message the candidate. This ensures a consistent experience for the candidate if there are multiple channels enabled to engage with candidates, such as Messenger, WhatsApp and SMS.

AutoFlow is user friendly and has more robust actions which will free recruiters from sorting tasks, save them time, and allow them to consolidate candidates from any source and direct them to the right job. ๐Ÿ‘

๐Ÿ“Sample Use Case (for Campaign/Folder movements):

โš™๏ธHow to configure movements across different campaigns and folders?

Step 1: On the campaign list table, select a campaign and proceed to the campaign settings.

Step 2: From the left pane menu, select Autoflow.

Select Autoflow under the campaign settings

Step 3: Click on the <Add Action> button and create a trigger by clicking on the <+> button.

Step 4: Select the folder from where you intend to handpick the candidates.

Step 5: Select the candidate attribute

Step 6: Select the operator

Step 7: Enter the value to meet the required criteria

๐Ÿ“ The value for the criteria has to match the value stored in the other information.

Step 6: Once the criteria are added, click on the <create> button.

Step 7: Add an action by clicking on the <+> button.

Step 8: Tick on "Move candidate".

Step 10: Lastly, select the campaign and folder destination. ๐Ÿ

Congratulations! You have set up your own autoflow configurations. ๐ŸŽ‰

Below is the summary of the configuration we had just set up.

Those applicants who have answered "more than 2 years" experience in the interview questions of the "Sales Account Manager - Malaysia" campaign,

they will be moved to the "Business Development Representative" campaign and shortlisted folder. ๐Ÿ‘Œ

โš™๏ธHow to use Autoflow in sending custom messages?

  1. Do steps 1-7 above.
  2. After clicking on the 'Add Action' button, choose 'Send message using last channel used'.
  3. Compose your message from the template box. Use tokens to individualize your messages.
  4. Click 'Save'.

All done! The message that you've set up will now be sent automatically to all future candidates via Autoflow. ๐Ÿ‘

AutoFlow Delay โณ

We've also added a Delay action which allows AutoFlow to wait an amount of time before running an action you've set up. AutoFlow will wait for a specified number of time (in minutes, hours and days) before the action runs. This is particularly important for sending messages.

๐Ÿ“Sample Use Case:

Here's a video guide on how to set it up:


  • Multiple-choice questions are more effective in capturing candidate attributes.

The image below shows that both candidate attribute and the value match each other. ๐Ÿ‘‡


Q1. What type of user can access the AutoFlow feature?

- Users with Owner access can access autoflow

Q2.How long will it take for the rules to take effect?

- Rules will take effect not more than five minutes per candidate

Q3. What is the maximum character limit of the messages?

- The maximum limit is 670 characters which is equivalent to 5 SMS messages.


Do you find this helpful? Leave us feedback! ๐Ÿ“ข


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