Skip to main content

Auto-Enrichment in Your Workflow

How to enable Auto-Enrichment in your Recruiting Workflow to instantly update Contact details from stage changes.

Amanda Krutz avatar
Written by Amanda Krutz
Updated this week

Getting Started

Auto-Enrichment is now available as a workflow automation for your Recruiting Workflow stages! You can select the option to auto-enrich Contact details when candidates are moved to specific stages within your workflow by checking the box within the configuration options for your stages.

Enabling Auto-Enrichment

To enable the Auto-Enrichment for your Recruiting Workflow stages, you will need to navigate to your Admin Settings under "Workflows" -> "Recruiting Workflows" and select the stage where you would like to add the auto-enrich feature. From there, you will need to select the option within the stage for "Configure Rules for this stage".

Within the configuration of your stage, you will now see the checkbox option for "Automatically enrich candidate". Once this option is selected, any Contacts moved to the stage will automatically be enriched based on the data that is available from the Insights Agent to update their contact details.


How It Works

Once enabled, candidates who are moved to the stage where Auto-Enrichment is configured will be automatically enriched with updated details.

Please note: Contacts will only be enriched if they have not already been enriched within the last 180 days and if there is updated information available for those Contacts.

Sequencing

With the Auto-Enrichment feature, you can seamlessly integrate enrichment with your automated Sequences in your Recruiting Workflow. When a stage has both Auto-Enrichment and a linked Sequence enabled, Contacts will be automatically enriched as they move into that stage. You will then be prompted to add them directly to the associated Sequence.

This ensures that any Sequence steps requiring an email address or phone number have the most up-to-date information before the contact is added. By combining enrichment and automation, this feature streamlines your workflow and reduces manual effort, keeping your recruiting process efficient and consistent.

Auto-Enrichment With Sequencing

You will first want to ensure that both the Auto-Enrichment automation and the linked Sequence are added to your stage.

From there, once a Contact is added to a job, you can move them directly to that stage to trigger both automations at the same time.

After the stage change is completed, both the Auto-Enrichment and Sequence actions will be logged directly on the Contact Record. The newly enriched contact details will appear right on the record, giving you a clear view of all updates in one place.

There will also be a newly created document available in the Documents section on the record, which will highlight all enriched data that is now available on their record.


Why It Matters

Recruiting workflows often rely on accurate contact information and timely follow-up. With Auto-Enrichment now available as part of your workflow automation, you can ensure every candidate record stays complete and up to date, without adding extra manual steps.

By automatically enriching Contact details when candidates move between stages, your team saves time and avoids data gaps that could disrupt communication. And when combined with automated Sequences, the system ensures that outreach steps requiring an email address or phone number always have the latest information available.

The result is a more seamless, efficient recruiting process that minimizes repetitive tasks, maintains data accuracy, and keeps your team focused on what matters most—building meaningful connections with top candidates.


What's Next?

Did this answer your question?