Click on the "g" to navigate to the Grayscale menu

Click on Automations

Click “+ New Automation” to create a new automation

Give your automation a title. This is an internal title and will not be seen by candidates.

Set your automation to Active as soon as you Save.

Or set your automation to paused upon creating, until you are ready to activate.

Select which job you’d like the automation to run on

All jobs in organization (every job in ATS. Only Admins can see this option)

All of My Jobs (every job in ATS that the user is assigned to as Recruiter, Hiring Manager, Coordinator, or Sourcer)

Select specific jobs (select one or more specific jobs)

By Keyword (specify keyword(s) that should appear in the title of the target jobs)

By Segment (select/create job segment...a set of custom filters)

Set the event that triggers the automation to be sent

Stage Changed

Candidate Hired

Candidate Rejected

Candidate Hired or Rejected

Interview scheduled (specific to Greenhouse and Lever)

Choose specific stage, or

Use Stage Name Contains option to set a keyword (automation will apply to any stage that matches keyword)

Include all candidates in select roles, or

Select Audience Segment (select/create custom filters to audience)

Send a message when the automation triggers, or

Have the AI Assistant (additional feature) perform a task when the automation triggers

No wait (immediately)

1 Hour

2 Hours

1 Day

2 Days, etc.

Freeform, or use snippets and templates

See examples of candidates in the selected jobs/stages

Assign replies to the appropriate Grayscale user or hiring team role

Save Automation

To cancel, simply exit the automation without saving

Navigate to the main page of Automations

Filter by Status, Job, Events, or Creator

Filter by automation name

Number of response

Response rate

Average response time

Number of messages sent

Percentage of recipients that opted out

Recipient name

Recipient phone number

Message sent

Response received

Opt out

Button to recipient's conversation