Learn how to create, manage, and update your automations to streamline your hiring process and keep your workflows organized.

• Create a workflow group
• Workflow types
• Duplicating workflow groups

Creating a workflow group

Navigate to Automations then select Add Workflow Group.

A modal will appear with a list of all possible workflow types. You can filter them by typing into the “Search” field.

Once you select the workflow type you want to create, click Add first workflow and a new row will appear.

Depending on the automation type, different configuration options may appear. Complete the required fields and click Save changes to activate the automation.

Workflow types

Each workflow is made up of two parts:

• When — the trigger that starts the automation
• Then — the action that happens automatically

When the trigger condition is met, the selected action runs immediately. The table below outlines the available workflow types.

Note: Assessment and Interview triggers require an active Coderbyte integration.