An automation is a text that is triggered to be sent by a specific action in Lever. There are 2 main use cases that we see people use automations for, a stage change, or an interview scheduled.

There are a few steps needed to make your automation perfect. You’ll want to give your Automation a Title, and choose whether it's set to “All Jobs” or a specific job.

Based on your use case, you'll then choose whether or not to filter on a specific stage name and choose when to execute the automation.

Craft your message using Snippets and templates, assign who receives the replies, and then Save!

You can set up as many automations as you want to make your life easier. And at anytime, you can click on the three dots on the right hand side of the automation to edit, pause, or archive the automation.