Automation templates are a great way to get started with automations. They include preconstructed automation that you can customize to your needs. In this article, we will work through adding an automation to reject candidates based on an answer to a question.
How do I add an Automation Template?
Template Library
Navigate to the template library, and click "View Template" on the automation you would like to use.
Use Template
Check the template to see if it will work as you expect, and click on the "Use This Template" button.
Finish Configuring
Go through each step, and click the "Finish Configuring" button to customize the template to meet your needs.
Add Delays
Don't forget to add delays to any automated emails to help the system feel more natural for candidates. In this example, I'll delay the rejection email to send on the next business day.
Review and Publish
Click on the "Review and Publish" button on the top right to check that the automation will work as expected. Use the "Publish Automation" to make the automation live.
Now, the automation is live and ready to be used. If you would like to start building an automation from scratch, you can check out our article about the different parts of workflow automations.