Like any project we tackle through life, finding a job consists of working our way through a series of tasks that will ultimately lead us to the project's completion. In the case of a job seeker, finding a great job!

Other industries have many options when it comes to managing their day to day tasks. Take CRM systems (Salesforce, Pipedrive, Zendesk Sell, etc) as an example. Sales reps use their CRM to track potential customers, opportunities and all the activities they need to complete to close an opportunity; this includes automatically creating certain activities when the opportunity reaches a certain stage.

We believe the job search has many similarities with a sales pipeline, where jobs are opportunities that require repetitive tasks in order to be 'closed', i.e: getting the job. A typical job search consists of tasks like:

• Follow up a week after applying.
• Send a thank you email a few days after the interview.
• Find a contact within the company to reach out to.
• Practice interview questions after scheduling an interview.
• Prepare a custom cover letter before applying for the job.

Workflows

Our new workflow automation feature was built for organizations that are helping job seekers during their search. It allows your organization to design workflows that will automate the assignment of activities you want your job seekers to complete when opportunities reach certain stages. With workflows you can setup automated processes like:

• When a job seeker moves a job opportunity to the Applied stage -> Create a new 'Follow up' activity due 1 week after the job was moved.
• When a job seeker saves a new job opportunity -> Create a new 'Find a contact within the company' activity due the day the job was created.

A worfklow consists of a trigger and one or more actions.

Trigger

A trigger is the event that must occurr for the action(s) side of the workflow to be initiated. A trigger consists of an actionType and one or more conditions.

Action Type