Automation Tool:

With the Automation tool, you can automate your GDPR, ATS and CRM processes to make your team more efficient. Set triggers to automatically enroll records and take actions on your contacts, companies and candidates. You can filter and target the correct list of people for each trigger and perform several actions under each trigger.

Triggers are scenarios for which you can setup an automation. Each trigger can have several actions under them. All triggers are pre-built into the system and you can simply choose the suitable scenario you wish to automate.

Editing Existing triggers:

To understand more about the automation, click on the ? icon.

To edit an existing trigger, click on the pencil icon.

Click on Pause, to pause a trigger.

Click on Delete, to delete a trigger.



Actions are the tasks Recruitly will perform for you under each selected Trigger. All actions are pre-built into the system and you can simply choose the suitable task you wish to automate.

Edit existing Actions:

To understand more about the automation, click on the ? icon.

To edit an existing action, click on the pencil icon.

Click on Pause, to pause an individual action under a trigger.

Click on Delete, to delete an individual action under a trigger.
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