Keep candidate sourcing context current
Give recruiters a useful summary of new research without asking them to revisit every search.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Candidate Note
Add a note to a candidate’s profile.
Why this helps
Candidate context goes stale when ongoing research is scattered across searches and never makes it back to the profile.
- Refresh profile context from recurring research.
- Give the team a concise update in Ashby.
- Reduce repeated manual review of sourcing activity.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Ashby once in the Notis portal.
- 2Create an automation in Notis by naming it and describing the outcome in plain language.
- 3In one instruction, define the sourcing brief and ask Notis to add a concise note to matching existing Ashby candidates when new relevant context is found.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real run and verify the notes are useful and attached to the intended candidates.
Questions about this workflow
Will this create new candidates?
This workflow adds notes to existing Ashby candidates. It does not create candidate records.
What counts as new context?
Specify the information to look for and summarize in your instruction. Notis can only compare with a prior baseline if that history is available to it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Ashby. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Ashby actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Candidate to Project
Add a candidate to a recruiting project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Candidate Tag
Add an existing tag to a candidate’s profile.
Add Hiring Team Member
Assign a team member to a hiring team.
Add User to Interviewer Pool
Add a user to a pool of interviewers.
Add Opening Job
Link an existing job to a job requisition.
Add Opening Location
Associate a location with an existing job requisition.
Anonymize Candidate
Irreversibly anonymizes a candidate’s personal data; all applications must be archived or hired.
Approve Offer
Approve an offer or a specific step in its approval process.
Connect any two apps with Notis in the middle.
Aeroleads and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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