Automations
Automations run on their own, on a schedule or when something happens in JobAdder, and deliver a short report to email addresses or Slack channels you have verified. You create them by asking in chat; you can review, pause, run and delete them in the dashboard.
Automations only read JobAdder. They never change statuses, reject candidates or edit records, and they run with the JobAdder access of the person who created them.
Creating an automation
Connect with Create and manage automations ticked on the consent screen, then describe what you want. Your AI app picks a template, a schedule and a destination, can show you a preview of the report, and asks before saving. For example:
- “Every weekday at 8am email me my daily briefing.”
- “Every Monday at 9:00 post last week's placements summary to our #wins Slack channel.”
- “Tell me in Slack whenever one of our applications moves to Offer or Placed.”
- “Every Friday at 3pm email me the applications on my jobs that have had no activity for 10 days.”
- “Each morning at 7:30 email me contractors finishing in the next 30 days.”
- “At 5pm every day, email me new applicants from the last 24 hours on jobs 4521 and 4522.”
- “Every Thursday, warn me about job ads expiring in the next week.”
- “Email me when a placement is approved.”
Schedules can be hourly, daily, on weekdays, weekly or monthly at a time of your choosing, in your time zone. Runs start within 10 minutes after the chosen time, so that not every automation runs at once.
Templates
| Template | Runs | Delivers | Options |
|---|---|---|---|
Daily briefingdaily_briefing | Schedule | Your day: interviews and calendar events, tasks due and overdue, new applications on your jobs, placements starting this week, contracts ending soon and open jobs without recent updates. | None. |
Pipeline digestpipeline_digest | Schedule | Counts for a period (new and open jobs, interviews, placements, overdue tasks, new applications, submissions) plus the applications updated in the period. | users ("me", names, emails or ids, or "all"); period (default last 7 days). |
Stale applicationsstale_applications | Schedule | Active applications on your open jobs with no update for a number of days, oldest first. | days (default 14). |
Interviews tomorrowinterviews_tomorrow | Schedule | Your interviews and calendar events for the next day, in start-time order. | None. |
Placements summaryplacements_summary | Schedule | Placements created in a period across the account, with a count by placement type. | period (default last week). |
Contractors ending sooncontractors_ending | Schedule | Contract and temporary placements whose end date falls within the next number of days. | withinDays (default 14). |
Job ads expiringjob_ads_expiring | Schedule | Live job ads that expire within the next number of days. | withinDays (default 7). |
New applicantsnew_applicants | Schedule | Applications created in the last hours, across the account or on chosen jobs, newest first. | sinceHours (default 24); jobIds (up to 10). |
Application stage alertapplication_stage_alert | JobAdder event: an application's status changes | An alert with the candidate, job, company and new status. | statuses (for example ["Interview", "Offer"]; default all). |
Placement approved alertplacement_approved_alert | JobAdder event: a placement is approved | An alert with the candidate, job, company, placement type and dates. | None. |
Destinations and verification
Every destination must be verified before anything other than a verification code is sent to it.
- Email: we email a 6-digit code to the address. Enter it in the dashboard under Destinations or give it to your AI app. Codes expire after 30 minutes. Asking for delivery to “me” uses the email address on your JobAdder user, which is verified the same way the first time.
- Slack: create an incoming webhook for the channel in Slack (it starts with
https://hooks.slack.com/services/) and add it as a destination. The code is posted to the channel. - Email addresses must be on your company's domains. JobAdder administrators can set the allowed domains and turn Slack off for the account.
- You can have up to 10 destinations. Addresses are stored encrypted and shown masked.
AI summaries
An automation can open with a short summary written by an AI model (Anthropic's Claude) when the service has it configured, your JobAdder administrator allows it, and you ask for it. Without it, reports are built from the data alone. Summaries are written from the same report content that is delivered, and are subject to a monthly limit per account.
When things go wrong
- An automation that fails three times in a row is paused and you are told why.
- If your JobAdder connection expires, your automations pause until you sign in again, then resume automatically.
- The dashboard shows each automation's last runs, next run time and any pause reason. Use Run now to test a change (up to 10 times an hour).
Scheduled tasks in your AI app, or automations?
Scheduled tasks in Claude Cowork or ChatGPT run a full AI conversation with the read-only connector and are best for open-ended questions. Automations from AI Connector for JobAdder run fixed reports without an AI conversation and can deliver to email and Slack. Use whichever fits; both only read JobAdder.