Getting started
Turn on your first automation
Bring in a template's automations, review them, and switch on the ones you trust.
Video walkthrough0:55
Step by step.
Follow along at your own pace.
- 01
Open Automations
On your dashboard, click Open next to Enable a seeded automation, or go to Recruiting, then Automations.
- 02
Bring in the template's automations
Click Apply from template, pick the template and the job, check the preview, then click Add (the button shows how many will be added). They arrive switched off. Any that need a stage or label your board doesn't have are listed so you can add it and apply again.
- 03
Turn one on
Read an automation's rule before you trust it, then flip its switch on. Start with one simple email and add more as you go.