Overview
Scout Automations let Scout handle specific hiring steps for a job, like sending automatic interview invitations to candidates marked Great Fit.
You stay in control:
Nothing is on until you turn it on
Automations are set up job by job, not across your whole account
Every action Scout takes is recorded in Scout Activity
You can switch Scout off at any time
Find Scout Automations
Start by clicking your name it the top right, then Settings
Under Settings on the left, click Scout Automations
You'll see two sections: Scout Permissions and Scout Activity.
Turn on automations for a job
Open Scout Permissions
Find the job you want to set up
Click Manage
Toggle on the automations you want for that job
In Scout Permissions, you'll see each of your active jobs, along with:
Job: click the job title to open that job's dashboard
Status: how many permissions are currently on for that job
Helpful note: Closed jobs no longer appear in Scout Permissions.
Available automations
Send interview invitations
Scout automatically sends a schedule interview email to new candidates marked Great Fit. Invites use that job's saved interview settings. To update them, click Change interview default.
Helpful note: This automation sends the invite only. The candidate stays in their current hiring stage unless Move Great Fits to Qualified is also on.
Move Great Fits to Qualified
Scout automatically moves new candidates marked Great Fit from Applied or Pending to Qualified.
Helpful note: Automations apply to one job at a time. Repeat these steps for each job you want Scout to help with.
Set up interview invitations from your Dashboard
If Scout suggests advancing candidates to interview, you can turn on interview invitations right from your Dashboard.
On your Dashboard, find the Advance Candidates to Interview action
Click Let Scout handle invites
Click Let Scout Invite next to the job you want to set up
Only active jobs that don't already have this automation turned on will appear in the list.
Helpful note: If your calendar isn't connected, you'll be prompted to connect it and set your interview availability first. See How to connect your calendar.
Review what Scout has done
Go to Settings > Scout Automations
Open Scout Activity
Each entry shows:
The date and time of the action
What Scout did, such as Move Candidates to Qualified or Advance Candidates to Interview
The candidate, with a link to their profile
The job, with a link to that job
You can search by candidate name and filter by job, date range, or action.
Common Questions
Are automations on by default? No. Nothing is on until you turn it on.
Do automations apply to all my jobs? No. You turn them on for each job separately in Scout Permissions.
If Scout sends an interview invite, will the candidate move to Qualified? Only if Move Great Fits to Qualified is also turned on for that job.
Do I need a connected calendar? Yes, for interview invitations. If your calendar isn't connected, you'll be prompted to connect it and set your availability. See How to connect your calendar.
What happens to automations when I close a job? When you close a job, the automations stop. Closed jobs no longer appear in Scout Permissions.
How do I see what Scout did? Go to Settings > Scout Automations > Scout Activity to see every action Scout has taken for your jobs.