Automation Rules help you save time by automatically disqualifying unqualified candidates or shortlisting top talent. Instead of reviewing every application manually, you set up rules once and let the system handle the repetitive work.
Where to Find Automation Rules
You can set rules at two levels:
Organization Level (default for all new positions)
Go to Board → Board Settings → Position Defaults → Automation Rules
These apply to all positions automatically
Position Level (custom for one role)
Go to Position → Edit Position → Automation
These rules override organization defaults for that specific role
💡 Tip: Use organization rules for company-wide standards, and position rules for unique roles.
Types of Rules
1. Auto-Disqualify Rules
Automatically reject candidates if they don’t meet your criteria.
Rule Logic:
ANY condition (OR) → triggers if at least one condition is true
ALL conditions (AND) → triggers only if all conditions are true
Example: Disqualify candidates if their resume is “Not Fit” OR they haven’t responded in 14 days
2. Auto-Shortlist Rules
Automatically advance strong candidates for faster review.
Rule Logic:
ANY condition (OR) → triggers if at least one condition is true
ALL conditions (AND) → triggers only if all conditions are true
Example: Shortlist candidates if resume = “Good Fit” AND interview = “Great Fit”
Available Conditions
When creating a rule, you can choose from these condition types:
Resume Analysis
Rates how well the candidate’s resume matches the role
Options: Not Fit, Maybe Fit, Good Fit, Not Provided
Interview Analysis
Based on AI evaluation of candidate interviews
Options: Not Fit, Maybe Fit, Good Fit
Unresponsive Days
Flags candidates who haven’t completed their interview after an invitation
Common values: 7 days, 14 days, 30 days
💡 Tip:
Use Resume + Interview together for high-confidence shortlisting
Use Unresponsive Days to clean up inactive candidates
Adding Conditions
In the rule section, click + Add Condition
Select the type (Resume, Interview, Unresponsive Days)
Choose the value(s)
Save
Common Examples
Disqualify unqualified resumes
Resume = “Not Fit” → Action: Disqualify
Fast-track top talent
Resume = “Good Fit” AND Interview = “Great Fit” → Action: Shortlist
Remove no-shows
Unresponsive for 14 days → Action: Disqualify
Best Practices
✔ Start simple (e.g., only disqualify “Not Fit”)
✔ Use OR for alternative disqualification reasons
✔ Use AND when shortlisting to focus on the best candidates
✔ Review results weekly and adjust if needed
Troubleshooting
Rule not working?
Make sure it’s toggled ON
Check if the candidate actually matches the condition
Too many candidates affected?
Switch from OR → AND
Tighten your conditions