Pipeline stage automations: move a candidate and the next step opens
Turn on a stage automation and moving a candidate to Interview opens the interview scheduler, while moving them to CV Sent opens the CV submit dialog.
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Moving a candidate to a new stage usually means a next step: book the interview, send the CV. Stage automations in Recruitly open that next step for you the moment the card lands, so the move and the action happen together.
Watch it on Recruitly Play (1 min 11 s), part of the Fill jobs series.
Turn on a stage automation
- Open a job and go to the pipeline.
- Click the lightning bolt icon on a stage, such as Interview.
- Toggle on Auto open interview scheduler and click Save.
Now every move into Interview or Final interview opens the interview scheduler. Do the same on CV Sent and moving a candidate there opens the CV submit dialog, ready to send to the client.
Automate more of the desk
Stage automations are one part of Recruitly's workflow automations. The wider picture is on recruitment automation.
What can happen automatically when I move a candidate stage?
The interview scheduler can open when they reach an interview stage, and the CV submit dialog can open when they reach CV Sent.
How do I know a stage has an automation?
The stage carries a lightning bolt icon. Click it to see and change what is switched on.
