Overview
Interview Automations help streamline your scheduling process by automatically sending interview invitations when an applicant reaches a designated status. This improves response time and provides a consistent experience—no need for manual outreach.
How It Works
Interview Automations pair an applicant status (e.g., “Interview – Schedule Needed”) with a Schedule Interview Template, which defines the interview settings. Once the automation is assigned to a job, applicants moved to the selected status on that job will automatically receive an interview invitation.
Example: Move an applicant to “Ready to Interview,” and they’ll instantly receive your pre-set interview invitation.
You can assign multiple automations to a single job, and each automation can also be applied to multiple jobs.
Before You Begin
Requirements:
Connected Calendar – The organizer (person hosting the interview) must have their calendar connected.
Schedule Interview Template – This template defines key interview settings like duration, availability, location, and more.
Key Features
Automatically triggers based on applicant status
Uses a default interview invitation template (which should not be deleted)
Hiring managers can create and assign their own templates
Requires the organizer to have a connected calendar
If the organizer’s calendar becomes disconnected or they’re removed from the account, the automation will no longer function
Setting Up an Interview Automation
Navigate to Automation Settings
Go to: Account Details > Customize & Design > AutomationsClick “Create Automation” and then select the Interview option from the drawer.
Select the applicant status that will trigger the interview invitation.
Assign an Interview Message Template
The system provides a default template—this should not be deleted.
You may create or select a custom template if preferred.
Select an Organizer
Choose a hiring manager with a connected calendar.
If the calendar is not connected, the organizer will be prompted to connect it.
If the organizer’s calendar is disconnected or they are removed, the automation will stop working.
- Assign to Job(s)
- Once have created the Interview Automation you can now assign it a job.
- Navigate to Access & Notifications and select the automation you wish to use from the Assign Interview Automations drop-down.
- Navigate to Access & Notifications and select the automation you wish to use from the Assign Interview Automations drop-down.
- Once have created the Interview Automation you can now assign it a job.
Save the Automation and if your job posting is complete simply select Publish and Continue
Important Notes
One organizer per automation: Each automation supports only one calendar-linked organizer.
Template integrity: Do not delete the system’s default interview message template.
Automation interruption: If the organizer is removed or loses calendar access, the automation will stop functioning.
