AI and Automations
Automate repetitive tasks and improve team efficiency
By Emilia and 3 others4 authors35 articles
- Automation Overview
- Basic and Advanced Automation
- Creating an Automation
- Automation Templates
- Automation ExecutionsLearn how to debug automations, and view historical runs
- Job Automation
- How do I write good prompts for AI Fields?
- AI Fields
- AI Criteria ChecklistAutomatically evaluate candidates against your job requirements using AI-powered criteria scoring. This feature analyzes each candidate's application data and shows what criteria they match or do not match.
- AI Candidate Companion
- How to Use the Hiring CopilotThe Hiring Copilot is an AI assistant that helps you review and manage job applications through natural conversation. Ask questions about a candidate, review their data, and take actions —…
- Using the AI Notetaker
- AI Candidate Match Score
- Connecting Pinpoint to Microsoft Copilot Studio
- Create job content with Hiring Copilot
- Connecting an AI assistant to PinpointUse the Pinpoint MCP to connect an AI assistant to your Pinpoint Account
- Finding candidates with Copilot
- Using the AI Hiring Copilot from anywhere in Pinpoint
- AI Notetaker Consent
- Managing AI TokensLearn how to view and manage AI feature usage
- Automatically send a Cappfinity assessment using Stage Actions
- Using the Hiring Copilot to Create Scorecard templatesCreate Scorecard templates for your jobs using the AI HIring Copilot
- Using Pinpoint's Hiring Copilot in Microsoft Teams
- Managing and scoping your AI fields
- Working with Copilot RoutinesSet up scheduled prompts to help with repeat tasks
- Working with Copilot AgentsSave, share, and reuse your best prompts with Copilot agents
- Automatically invite candidates to a group assessment
- Working Within Email and SMS Action LimitsUnderstand why a note appears on Application and Marketing email and SMS automation actions
- Turning Off Additional AI FunctionalityLearn how to disable optional AI functionality at a Company-level
- Reducing Token Usage in CopilotLearn how to effectively use Copilot to keep your token usage low, without compromising on quality
Automation Examples
See how to use automations in Pinpoint
- How do I automatically send an email after a candidate has moved to a specific stage?Speed up emailing applicants when they enter a stage using Workflow Automation
- How can I reject a candidate based on their response to an application question?How to use Automations to auto reject candidate applications
- Notify your candidates that the job they applied to has been filled via an AutomationThis guide outlines the steps to automate an email to be sent to your candidate pool when the job that they applied to has been filled.
- How can I automate closing a job after receiving a specific number of candidates?How to use automations to auto-close a job after receiving a specific number of applications
- How can I automate sending an email to a candidate when they move to a specific stage?Take advantage of Automations to reduce your manual workload.