Automations

Automations are trigger → action rules. When something happens (for example a prospect is created), HiringCenter can send or schedule a text or email automatically.

Path: Settings → Automations

Admin and Owner only.

Create an automation

1. Open Settings → Automations.
2. Use a recommended starter if one is offered, or create a new rule.
3. Choose a trigger (for example prospect created, or related activity).
4. Choose an action:
   • Send Message or Schedule Message (SMS)
   • Send Email or Schedule Email
5. Pick an identity. Messaging actions need an active identity and message content.
6. For scheduled actions, set the delay and any business-hours options.
7. Add filters so the rule only runs for the right people (license status, out-of-area, source, labels, and similar).
8. Save. Keep the automation Active only when you are ready for it to run.

The UI warns when a new automation overlaps a broader existing one.

Virtual Meeting Room in the message

Message content can insert a Virtual Meeting Room chip. It pastes a tag such as {{virtualMeetingRoom:account}} or {{virtualMeetingRoom:<userId>}}. When the automation runs, that tag becomes the prospect-specific room URL.

The sending user or the chosen host must have meeting rooms enabled for the account. See Meeting Rooms.

Tips

• Keep filters tight. A rule with no filters can message the whole account.
• The identity must be active and assigned to people who should own that outreach.
• Automations send through the identity (and its linked mailbox for email). They do not use Device Handoff.
• Review overlapping rules before you activate a second welcome message.