Send a friendly welcome email as soon as a candidate is added.
TriggerEmail
Automation
Automate routine follow-up without losing control of the candidate experience.
Use ready-made automation templates that pre-configure common recruitment workflows, or create your own custom automation with triggers, timed steps, reply conditions and delivery rules.
Template builder
Start from an automation template, then check every step before it runs.
Recruit So Simple guides you through the trigger, steps, rules and review screens so your team can see exactly what will happen before an automation is created or enabled.
recruitsosimple.com / account / automation
Automation templates
Ready-made workflows for common recruitment admin.
Each template pre-configures the trigger, actions, timing and rules for a specific recruitment task. Use it as a starting point, then adjust the wording, waiting periods and rules to match how your team works.
Welcome new candidates
Send a friendly welcome email as soon as a candidate is added, with the next steps and details your team wants every new candidate to receive.
Follow up on interviews
Confirm the interview, then automatically chase after a set period if the candidate has not replied.
Remind candidates before interviews
Email candidates the evening before an interview and re-time the reminder if the interview is moved.
Send placement check-ins
Keep in touch after a candidate is placed, with check-ins at useful points such as 30 and 90 days.
Request right-to-work documents
Ask candidates for right-to-work documents and chase automatically when paperwork is still outstanding.
Acknowledge new vacancies
Email the client contact when a vacancy is added so they know the role is logged and work has started.
Request interview feedback
Ask the client contact how an interview went and what should happen next, without relying on a manual reminder.
Create your own custom automation
Start with a blank workflow, choose the trigger and build your own sequence of email, SMS, task, note and record-update steps.
Custom workflows
Build automations around the moments that matter in your process.
Choose when the automation starts, then add timed steps for communication, internal work and record updates. Each step can be reviewed before the workflow is created.
Custom automations are useful for team-specific candidate journeys, client care, compliance checks and internal reminders that are too specific for a standard template.
Pick the trigger
Start from events such as adding an interview, candidate, vacancy or status change.
Set the timing
Run steps immediately, after a delay, at a set time, or only if a reply has not arrived.
Choose the action
Send email or SMS, notify a user, create a task, add a note, add a journal or update a record.
Review before enabling
Check every step and keep new automations switched off until your team is ready.
Rules and safeguards
Automation should save time without creating surprises.
Delivery rules help your team control when messages go out and which records are eligible.
Respect working hours
Send email and SMS steps during your configured working hours, so candidates and contacts are not contacted at awkward times.
Use selected tags
Limit an automation to records with selected tags when you need a workflow to apply only to a specific group.
Respect Do Not Contact
Send Email and Send SMS steps never deliver to records flagged Do Not Contact, whatever the automation rules allow.
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Put routine follow-up on rails.
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