Client & Candidate Communication

Automated updates replace manual chasing so recruiters spend time placing people, not writing status emails.

40 hrs
Time saved/month
9
Companies have mapped
Map This Automation

About This Automation

Client and candidate communication covers every message sent while filling a job order, from intake through outreach, scheduling, screening, and feedback.

The automated version sources and messages candidates, sends scheduling links, keeps records current, and pushes client updates and outcome notices without manual drafting. Recruiters spend their time on conversations and decisions rather than administrative follow-up.

Key features
Sources and ranks candidates against open job requirements automatically
Sends personalized outreach messages to shortlisted candidates
Delivers scheduling links and books screening calls without back and forth
Updates candidate stage and notes in the system of record after each call
Drafts and sends client summary emails after screening
Chases overdue client feedback and notifies candidates of outcomes

How The Automation Works

The full workflow, from trigger to completion.

1. New Job Order Loggedtrigger

A new job order created starts the workflow automatically.

2. Source & Shortlist Candidates

The automation searches against the role requirements and builds a ranked shortlist.

3. Send Outreach

Personalized outreach messages go out to shortlisted candidates automatically.

4. Schedule Screening Call

Interested candidates get a booking link and the call is scheduled without email back and forth.

5. Recruiter Sends Personalized Follow-Up

If a candidate declines or goes quiet, the recruiter sends a tailored message before the record closes.

6. Draft & Send Client Update

The automation drafts the candidate summary and client update email and sends it after the screening call.

7. Notify Candidate Of Outcome

Once client feedback lands, the candidate is emailed the outcome automatically.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
40hrs/month
Process pain:7.8/10
Mapped by:9 Companies

Map this to your business to get your exact numbers.

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