How to build a workflow (Workable)

Once you've connected Workable, then you can start setting up workflows to automate your candidate feedback process.

To create a workflow, you can follow these steps:

• Access Starred Connect by clicking on ‘Automate’ and then ‘Connect’ from the top menu.
• Click on the ’Manage’ button for Workable (if you haven’t connected Workable yet, you can check out the dedicated tutorial here

To create a workflow, you can follow these steps:

• Access the Integrations section in Starred.
• Click on the ’Manage’ button for Lever (if you haven’t connected Lever yet, you can check out the dedicated tutorial here

You can choose between creating your own workflow from scratch or using one of our pre-built workflow templates.

We recommend using one of our templates and customizing the workflow later on.

Creating a workflow from a template

If you want to use one of our templates, click on Create new workflow in the upper right corner.

• From here, you'll see a list of available templates:
• Select one and click on Preview workflow template
• From the next page, select Create new workflow
• Starred will still prompt you to give it a name:

When you've added it, you can of course edit it to fit your own needs and preferences.

By clicking on 'Edit' in the dropdown menu next to the workflow name, you can edit your workflow.

Note: You can only edit disabled workflows. If you want to edit an enabled workflow, you first need to change the status to 'disabled'. Once you're doing with editing, don't forget to enable the workflow again.

Creating a workflow from scratch

If you prefer to create one from scratch, click on Create new workflow in the upper right corner

• From here, leave the selection at Build your own workflow

• Scroll down and click on Start building your workflow

Workflow structure

A workflow consists of the following elements:

• a Trigger step
• a Filter step
• an Action step

Let’s go through them one by one!

A workflow consists of the following elements:

• a Trigger step
• a Filter step
• an Action step

Let’s go through them one by one!

Trigger
Every workflow starts with a trigger: This is an event that happens in the application. For example, rejecting a candidate in your ATS can be a trigger. Whenever the conditions chosen for the trigger step are met, the workflow execution will start.

Filter

Filters are a way to ensure actions get performed only on the records you want.

Let’s say you want to send out a survey when a candidate is rejected: this will be determined in the first step, the trigger. However, if you want to exclude candidates that are rejected for a specific reason or you want to exclude internal candidates, you can add a filter at this step. Even if the survey is triggered, the filter will block it and the workflow won’t continue.

Action
The Action step of the workflow will perform the actions that you have defined. These actions include:

• Sending a survey invitation immediately or scheduling it for later
• Selecting the survey that should be sent and the invitation email template to go with it
• Selecting the sender of the survey
• Selecting the custom fields from your application that should be attached to the responses (like the application ID, the job name, the location)
• Choosing if you want a reminder to be sent to contacts that have not completed the survey

Now that you have a better idea of what a workflow looks like, it’s time to start building your own!

To support you in creating workflows, we've broken down the process in a series of tutorials.

Choose a trigger
Add a filter step
Choose an action: send immediately or schedule invitation