> ## 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.

# Workflow Automation Rules Guide

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

| #  | Trigger                           | Conditions                                            | Actions                      | Use Case                                                        |
| :- | :-------------------------------- | :---------------------------------------------------- | :--------------------------- | :-------------------------------------------------------------- |
| 1  | Candidate added to screening step | Evaluator not assigned                                | Auto-assign evaluator        | Ensure every candidate gets an evaluator immediately            |
| 2  | Candidate added to screening step | Evaluation not completed + Time delay: 24/48/72 hours | Remind evaluator via email   | Nudge evaluators who haven't completed screening evaluations    |
| 3  | Candidate enters screening step   | Assessment must be available in workflow              | Auto-move to assessment step | Fast-track candidates to assessment without manual intervention |

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### Assessment Step

| #  | Trigger                                         | Conditions                                             | Actions                        | Use Case                                             |
| :- | :---------------------------------------------- | :----------------------------------------------------- | :----------------------------- | :--------------------------------------------------- |
| 1  | Candidate assessment completed                  | Time from completion: 24/48/72 hours                   | Remind evaluator via email     | Nudge evaluators to review completed assessments     |
| 2  | Assessment invite sent (candidate reminder)     | No response after selected invite time: 24/48/72 hours | Remind candidate via email     | Nudge candidates who haven't started assessment      |
| 3  | Assessment invite sent (evaluator assignment)   | Evaluator not assigned                                 | Auto-assign evaluator          | Ensure evaluator is ready to review post-completion  |
| 4  | Assessment invite sent (unresponsive candidate) | Assessment not completed + Time delay: 3/5/7 days      | Update status to 'Turned Down' | Auto-reject candidates who don't complete assessment |

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### Interview Step

**Post-Interview Evaluation**

| # | Trigger                  | Conditions                                   | Actions                    | Use Case                                                |
| - | :----------------------- | :------------------------------------------- | :------------------------- | :------------------------------------------------------ |
| 1 | Evaluation not completed | Time since interview ended: 6/24/48/72 hours | Remind evaluator via email | Nudge interviewers to submit post-interview evaluations |

**Pre-Interview Reminders**

| #  | Trigger                              | Conditions                                                                                                           | Actions                    | Use Case                                 |
| :- | :----------------------------------- | :------------------------------------------------------------------------------------------------------------------- | :------------------------- | :--------------------------------------- |
| 1  | Pre-interview reminder - Interviewer | Interview status: Scheduled And RSVP status: No response/Propose new time/Tentative And Time before start: 24h or 1h | Remind evaluator via email | Notify interviewer of upcoming interview |
| 2  | Pre-interview reminder - Candidate   | Interview status: Scheduled And RSVP status: No response/Propose new time/Tentative And Time before start: 24h or 1h | Remind candidate via email | Notify candidate of upcoming interview   |

**Interview No-Show Escalations**

| #  | Trigger                         | Conditions                                                                                                                                               | Actions                                               | Use Case                                                              |
| :- | :------------------------------ | :------------------------------------------------------------------------------------------------------------------------------------------------------- | :---------------------------------------------------- | :-------------------------------------------------------------------- |
| 1  | Interviewer joins the interview | Interview status is In Progress And Candidate RSVP Status: Propose New Time, Declined, Accepted, Tentative, No Response And Candidate has Not Joined     | Remind candidate via Email / Remind candidate via SMS | Remind candidate to join when interviewer is already in the interview |
| 2  | Candidate joins the interview   | Interview status is In Progress And Interviewer RSVP Status: Propose New Time, Declined, Accepted, Tentative, No Response And Interviewer has Not Joined | Remind evaluator via Email / Remind evaluator via SMS | Remind interviewer to join when candidate is already in the interview |
| 3  | Interview with no participant   | Interview status is Scheduled And Time since interview started: 5/10 mins                                                                                | Send escalation to organiser                          | Alert when no one joins scheduled interview                           |

**Post-Interview Notifications**

| #  | Trigger                              | Conditions                                  | Actions                      | Use Case                                            |
| :- | :----------------------------------- | :------------------------------------------ | :--------------------------- | :-------------------------------------------------- |
| 1  | Interview ended - Notify organiser   | Only 1 participant attended                 | Notify organiser via email   | Alert when interview completes with 1 attendee only |
| 2  | Interview ended - Notify organiser   | Candidate + at least 1 interviewer attended | Notify organiser via email   | Confirm successful interview completion             |
| 3  | Interview ended - Notify organiser   | Both no-show                                | Notify organiser via email   | Alert when neither party attends                    |
| 4  | Interview ended - Notify interviewer | Candidate status: Attended/No show          | Notify interviewer via email | Inform interviewer of candidate attendance          |
| 5  | Interview ended - Notify interviewer | Interviewer status: Attended/No show        | Notify interviewer via email | Confirm 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