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.

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 > Automations
• Click “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.

• 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.