Automatic Workflow Emails

How to set up an automated email in your workflow

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

To set up an automatic email, you'll first want to align that with a workflow stage. To do this, select: Settings | Recruiting Workflows | Select a stage | Configure Rules for this stage

Next, you'll want to check the box for Send an email message. After that is checked, you may create a new template for this workflow. Please note, these templates exist ONLY within your workflows and are separate from your 'my templates' section. The templates you'd like to use must be created within this section using the plus sign depicted below. Email templates created outside of the workflow stages cannot be used as a workflow email. Also, these emails will auto-send without prompting the user for any input or an opportunity to make any edits.

What's Next?

For more on configuring your workflow stages, take a look at our guides below:

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