Save Time and Stay Connected: Automate Your Messages Like a Pro!

Tired of manually sending the same messages over and over? With message automations, you can set up timely and personalized responses that keep candidates engaged—without lifting a finger. Whether you want to send a meeting request, a note to a manager, or a Thanks But Not Thanks (TBNT), automation helps you stay efficient while keeping communication seamless.

This support article will walk you through the simple steps to set up message automations so you can focus on what really matters—finding the best candidates!

 Step 1: Find the Automation Settings

First things first—navigate to Main Menu > Account Details > Customize & Design, then click on the Automation icon. This is where the magic happens! 

 Step 2: Create Your Automation

Click Create Automation, then choose the applicant status that will trigger your message. You can search for it or use the handy drop-down menu. No need to memorize every status—your ATS has your back!

Step 3: Pick an Email Template

Now, select the email template you want to send when an applicant hits the chosen status. Search for one or use the drop-down like a pro. (Pro tip: Make sure it’s the right one—accidentally sending “You’re Hired!” to a rejected applicant might be… awkward.)

 Step 4: Name Your Masterpiece

Give your automation a title. Something clear and descriptive is best—"Interview Invite Automation" is solid, while "Beep Boop Email Bot" might raise some eyebrows.

 Step 5: Save & Celebrate

Hit Save, and you’re all set! Your automation will now do its thing while you focus on the more human parts of hiring (like actually talking to applicants).

Once you have your Message Automations all set up just the way you want them, when creating a job please be sure to assign the Message Automation! 

By setting up message automation, you’re making life easier for yourself and keeping applicants in the loop—because nobody likes being left on read.