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Documentation Index

Fetch the complete documentation index at: https://docs.talview.com/llms.txt

Use this file to discover all available pages before exploring further.

This guide explains the available Automation rules in Workflow Tools. Use this when creating automation rules to understand trigger-condition-action combinations for each step.

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Rule Structure

Every automation rule requires:
  • 1 Trigger (unique per rule - when something happens)
  • 1+ Conditions (filters that must be met)
  • 1+ Actions (what happens automatically)

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Screening Step

#TriggerConditionsActionsUse Case
1Candidate added to screening stepEvaluator not assignedAuto-assign evaluatorEnsure every candidate gets an evaluator immediately
2Candidate added to screening stepEvaluation not completed + Time delay: 24/48/72 hoursRemind evaluator via emailNudge evaluators who haven’t completed screening evaluations
3Candidate enters screening stepAssessment must be available in workflowAuto-move to assessment stepFast-track candidates to assessment without manual intervention

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Assessment Step

#TriggerConditionsActionsUse Case
4Candidate assessment completedTime from completion: 24/48/72 hoursRemind evaluator via emailNudge evaluators to review completed assessments
5Assessment invite sent (candidate reminder)No response after selected invite time: 24/48/72 hoursRemind candidate via emailNudge candidates who haven’t started assessment
6Assessment invite sent (evaluator assignment)Evaluator not assignedAuto-assign evaluatorEnsure evaluator is ready to review post-completion
7Assessment invite sent (unresponsive candidate)Assessment not completed + Time delay: 3/5/7 daysUpdate status to ‘Turned Down’Auto-reject candidates who don’t complete assessment

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Interview Step

Post-Interview Evaluation
TriggerConditionsActionsUse Case
Evaluation not completedTime since interview ended: 6/24/48/72 hoursRemind evaluator via emailNudge interviewers to submit post-interview evaluations
Pre-Interview Reminders
TriggerConditionsActionsUse Case
Pre-interview reminder - InterviewerInterview status: Scheduled And RSVP status: No response/Propose new time/Tentative And Time before start: 24h or 1hRemind evaluator via emailNotify interviewer of upcoming interview
Pre-interview reminder - CandidateInterview status: Scheduled And RSVP status: No response/Propose new time/Tentative And Time before start: 24h or 1hRemind candidate via emailNotify candidate of upcoming interview
Interview No-Show Escalations
TriggerConditionsActionsUse Case
Interviewer joins the interviewInterview status is In Progress And Candidate RSVP Status: Propose New Time, Declined, Accepted, Tentative, No Response And Candidate has Not JoinedRemind candidate via Email / Remind candidate via SMSRemind candidate to join when interviewer is already in the interview
Candidate joins the interviewInterview status is In Progress And Interviewer RSVP Status: Propose New Time, Declined, Accepted, Tentative, No Response And Interviewer has Not JoinedRemind evaluator via Email / Remind evaluator via SMSRemind interviewer to join when candidate is already in the interview
Interview with no participantInterview status is Scheduled And Time since interview started: 5/10 minsSend escalation to organiserAlert when no one joins scheduled interview
Post-Interview Notifications
TriggerConditionsActionsUse Case
Interview ended - Notify organiserOnly 1 participant attendedNotify organiser via emailAlert when interview completes with 1 attendee only
Interview ended - Notify organiserCandidate + at least 1 interviewer attendedNotify organiser via emailConfirm successful interview completion
Interview ended - Notify organiserBoth no-showNotify organiser via emailAlert when neither party attends
Interview ended - Notify interviewerCandidate status: Attended/No showNotify interviewer via emailInform interviewer of candidate attendance
Interview ended - Notify interviewerInterviewer status: Attended/No showNotify interviewer via emailConfirm interviewer’s own attendance

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Rule Management

Available across all steps (Screening, Assessment, Interview):
  • Edit: Modify trigger, conditions, or actions
  • Disable: Pause rule without deleting
  • Delete: Permanently remove rule

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Upcoming Automations

Not yet available in production:
  • Registration form triggers: Auto-move on form submission
  • Resume fitment-based routing: Auto-move based on Strong/Potential/Low Fit scores
  • Evaluation recommendation sync: Auto-update candidate status based on Select/Hold/Turn Down recommendations