What can you do with it?
Source new candidates
Automatically follow up when there’s no response
Nurture leads and schedule meetings
Clean or enrich profiles
Automatically send messages via email, WhatsApp, SMS, or LinkedIn
How to use the Workflow Builder
1. Navigate to the Builder
Go to Agents in the left-hand menu
Click New Agent in the top right corner
Choose:
Start from scratch: build a custom workflow
Choose a template: select a ready-made scenario like “Follow up applicant” or “Sales funnel”
2. Build a workflow from scratch
You’ll now enter the visual builder where you can design your automation flow step by step.
Step 1: Choose a Trigger
This defines when the agent starts running. Examples:
New vacancy
New candidate
Time-based trigger (daily, weekly, etc.)
Application stage update
Manual trigger
Step 2: Add Functions
You can now build your workflow with actions. Below are the main types of functions:
→ Manage flow
Filter: branch the flow based on specific conditions
Delay: add waiting time between steps
→ Source leads
Source candidates: find candidates online based on set criteria
LinkedIn connection request: send a connection invite with intro
→ Send messages
WhatsApp message
LinkedIn message
LinkedIn InMail
Send email
→ Use data
Use data in later steps (you must retrieve it first):
Fetch applications
Fetch candidates
Fetch leads
Fetch vacancies
→ Update records
Update application
Update candidate
→ Interview steps
WhatsApp interview
SMS interview
Schedule appointment
3. Use a Template
Want to start faster? Choose one of the ready-made templates. For example:
AI Sourcing Agent: finds and contacts candidates for a vacancy
Applicant Follow-up Agent: follows up after applications
Talentpool Engagement Agent: keeps your database active
You can fully customize each template to fit your workflow.
4. Activate the Agent
Happy with your setup?
Click Publish
The agent will now run automatically based on your defined schedule
You can pause, edit, or duplicate the agent at any time
Tips
Use filters to segment your flows (e.g. has phone number vs. doesn’t)
Test with manual triggers before going live
Combine multiple agents for a full sourcing-to-hire automation funnel