--- title: How to create an Automation description: Build a custom automation to trigger actions automatically as candidates move through your hiring process. --- [Skip to content](https://help.scalis.ai/how-to-create-an-automation#main-content) [![SCALIS Logo (1)](https://help.scalis.ai/hs-fs/hubfs/SCALIS%20Logo%20(1).png?width=1391&height=437&name=SCALIS%20Logo%20(1).png)](https://help.scalis.ai/?hsLang=en) Open main navigation Close main navigation - [Go to scalis.ai](https://scalis.ai/) [Go to scalis.ai](https://scalis.ai/) SCALIS Knowledge Base - There are no suggestions because the search field is empty. 1. [Hiring Shouldn't Suck!](https://help.scalis.ai/?hsLang=en) 2. [Support](https://help.scalis.ai/support?hsLang=en) # How to create an Automation AUTOMATIONS Build a custom automation to trigger actions automatically as candidates move through your hiring process. 11 steps6 min read In this guide [Building the Automation](https://help.scalis.ai/how-to-create-an-automation#building-the-automation) [Adding Automation to Job Pipeline](https://help.scalis.ai/how-to-create-an-automation#adding-automation-to-job-pipeline)     Building the Automation   1 Step 1 Open Automation Rules   Go to **Settings**, then select **Automation Rules**.   Click **Create Automation**. ![Settings \> Automation Rules](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Automations/1-find-automations.jpg) Settings \> Automation Rules   2 Step 2 Create new or copy an existing automation   Choose one of the following:   **Create New**: build the automation from scratch.   **Copy from Existing**: duplicate an automation you already have set up. ![Create New or Copy from Existing](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Automations/2-select-create.jpg) Create New or Copy from Existing   3 Step 3 Select the milestone   Choose the **milestone** the automation will take place in. ![Selecting the milestone](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Automations/3-select-milestone.jpg) Selecting the milestone   4 Step 4 Add a name and set when it runs   Enter the automation **name** and **description**.   Set **when the automation will run**.   Click **Continue**. ![Automation name, description, and run-time details](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Automations/4-addname.jpg) Automation name, description, and run-time details   5 Step 5 Choose the trigger The trigger determines what event starts the automation.   Click the **trigger** and select when the automation should run:   Candidate **enters a stage**   Candidate **self schedules** an interview   Candidate is **in a stage for X time period**   Candidate **submits availability**   Interview is **cancelled**   Interview is **completed**   Interview is **scheduled**   **Scorecard** is submitted ![Trigger selection options](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Automations/5-trigger.jpg) Trigger selection options   6 Step 6 Add a step Build out the automation by adding one or more steps after the trigger.   Click **Add a Step** and choose from:   **Delay**: add a waiting period before the next step runs.   **Branch**: add paths to create conditions that split the automation.   **Then**: add an action for the automation to perform. 💡 **Note:** You can add multiple steps to build out more complex, multi-branch automations. ![Add a Step menu: Delay, Branch, or Then](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Automations/6-add%20step.jpg) Add a Step menu: Delay, Branch, or Then   7 Step 7 Choose the action   If you chose **Then**, select an action:   **Add label to candidate**   **Send email** to notify company users   **Send document**   **Send scheduler link**   **Request availability**   **Send interview confirmation** ![Action options under Then](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Automations/7-action.jpg) Action options under Then 8 Step 8 Fill out the details for the action Each action needs its own configuration before the automation is complete.   Click into the action you added and fill out the fields it asks for.   For example, a **Send Scheduler Link** action will need details like:   The **email** that goes out to the candidate   **Calendar invite** details   **Interview** information (type, length, interviewers, location/link) 💡 **Note:** The fields shown will vary depending on which action you selected in the previous step. ![Filling out action details](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Automations/8-add-details.jpg) Filling out action details   Adding Automation to Job Pipeline   1 Step 1 Go to the job's pipeline Automations are activated per job, on the pipeline stage where you want them to run.   Go to your **Job Dashboard** and select the job.   Click **View Pipeline**, then find the **stage** you want to add the automation to. ![Editing a stage in the job pipeline](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Automations/9-pipeline-edit.jpg) Editing a stage in the job pipeline   2 Step 2 Add the automation to the stage   Select **Automations** on the stage.   Click **Add Automation** and choose the automation you built.   Click **Save**. ![Adding the automation to the stage](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Automations/10-add-automation.jpg) Adding the automation to the stage ✓ Final Step Activate the automation   Toggle the automation **on** so it shows as **Activated**. ⚠️ **Warning:** An automation only runs on the jobs and stages where you've added it, and only once the toggle is switched on. Building it in Automation Rules does not activate it on its own. ![Toggling the automation to Activated](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Automations/11-activate-automations.jpg) Toggling the automation to Activated Your automation is now live and will run automatically based on the trigger you set. Reach out to your CSM any time you need a hand building one out.   - [Getting started](https://help.scalis.ai/getting-started?hsLang=en#main-content) - [Account Setup](https://help.scalis.ai/getting-started?hsLang=en#account-setup) - [Super Admin Essentials](https://help.scalis.ai/getting-started?hsLang=en#super-admin-essentials) - [Job Setup](https://help.scalis.ai/job-setup?hsLang=en#main-content) - [Opening a Job](https://help.scalis.ai/job-setup?hsLang=en#opening-a-job) - [Template Creation](https://help.scalis.ai/job-setup?hsLang=en#template-creation) - [Dashboard Setup](https://help.scalis.ai/job-setup?hsLang=en#dashboard-setup) - [Candidate Management](https://help.scalis.ai/candidate-management?hsLang=en#main-content) - [Overview](https://help.scalis.ai/candidate-management?hsLang=en#overview) - [Interview Scheduling](https://help.scalis.ai/candidate-management?hsLang=en#interview-scheduling) - [Communications](https://help.scalis.ai/candidate-management?hsLang=en#communications) - [Offer Management](https://help.scalis.ai/candidate-management?hsLang=en#offer-management) - [Hiring Team Management](https://help.scalis.ai/hiring-team-management?hsLang=en#main-content) - [Talent Database](https://help.scalis.ai/hiring-team-management?hsLang=en#talent-database) - [Referrals](https://help.scalis.ai/hiring-team-management?hsLang=en#referrals) - [Tasks & Reminders](https://help.scalis.ai/hiring-team-management?hsLang=en#tasks-reminders) - [Candidate Reviews](https://help.scalis.ai/hiring-team-management?hsLang=en#candidate-reviews) - [Closing a Job](https://help.scalis.ai/hiring-team-management?hsLang=en#closing-a-job) - [Communication](https://help.scalis.ai/hiring-team-management?hsLang=en#communication) - [Integrations](https://help.scalis.ai/integrations?hsLang=en#main-content) - [Job Boards](https://help.scalis.ai/integrations?hsLang=en#job-boards) - [HRIS Integrations](https://help.scalis.ai/integrations?hsLang=en#hris-integrations) - [Subsidiaries & Clients](https://help.scalis.ai/integrations?hsLang=en#subsidiaries-clients) - [Reporting & Analytics](https://help.scalis.ai/reporting-analytics?hsLang=en) - [Knowledge](https://help.scalis.ai/knowledge?hsLang=en#main-content) - [Employment Training](https://help.scalis.ai/knowledge?hsLang=en#employment-training) - [Human Resources](https://help.scalis.ai/knowledge?hsLang=en#human-resources) - [New Features](https://help.scalis.ai/knowledge?hsLang=en#new-features) - [Job Boards](https://help.scalis.ai/knowledge?hsLang=en#job-boards) - [Agencies](https://help.scalis.ai/knowledge?hsLang=en#agencies) - [FAQs](https://help.scalis.ai/faqs?hsLang=en) - [Support](https://help.scalis.ai/support?hsLang=en) [![Chill listening crop-3](https://help.scalis.ai/hs-fs/hubfs/SCALIS%20Favicon.png?width=54&height=55&name=SCALIS%20Favicon.png "Chill listening crop-3")](https://www.scalis.ai) SCALIS matches qualified candidates to relevant companies with the first ever fully integrated ATS & job board leveraging AI. 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