Recruitment autopilot workflow is a feature where you can now automate certain default actions that you perform on various candidates within the system. 

You can define various workflows based on triggers, and candidate filters, to perform certain automated actions in the system. 

Navigation-link: https://app.ismartrecruit.com/manageAutoPilot 

Add AutoPilot Workflow 

Step 1: Access the Autopilot workflow feature in your Admin section.

Step 2: Add new autopilot workflow 

Step 3: Add Workflow name.

Step 4: Add a trigger when you wish to initiate the autopilot process, from the below situations. 

• When a candidate is rejected 
• When the candidate status is not updated 
• When candidate applies 
• When a candidate is created 
• Candidate assigned to a job
• When a candidate is moved to the new stage 

Step 5: Add filters to categorise candidates after the trigger is initiated. The below filters can be used

• The candidate is present in another job 
• The candidate is of a certain status name
• The candidate is from a particular source 

Note: On choosing a particular filter, further confirmation will be taken for a specific filter name. For example, if you choose filters like candidate source, a specific source name will be requested and if you choose Status name, a specific status name will be required to be chosen from your list of candidate statuses. 

Step 6: Based on the above trigger and filters, you can then choose the action that you wish to perform for the candidates. 

Choice of Actions: 

• Send Email to Candidates
• Add Tags
• Send Notifications
• Call Reminder 
• Add Notes
• Create Task
• Update Stage

Note: On choosing a particular action, further confirmation will be taken for the specifics of the chosen actions. For example, if you choose to send the email you will be requested to configure the email contact which will get sent to the candidates. 

Step 7: Click on Save to run the autopilot. 

Edit / Delete Workflows

Use the Pencil icon to edit the workflow details and the X icon to delete the workflow if it is not required anymore.