Turn pipeline reviews into candidate intake
A recurring pipeline review can surface people worth considering for a role. Let Notis capture supported prospects as Ashby candidates and flag gaps for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Candidate
Create a candidate profile with contact details and social profiles.
Why this helps
Recruiting prospects can be overlooked when nobody remembers to revisit older relationship records.
- Revisit relationship records for potential candidates on a predictable schedule.
- Create profiles only when available details support the intake.
- See incomplete or ambiguous records in the run report.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Ashby once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis the recruiting criteria to use, to create a candidate from supported details, and to report incomplete or uncertain matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test against one real prospect and inspect the resulting Ashby profile.
Questions about this workflow
Does the workflow make hiring decisions?
No. It captures candidates that meet the criteria you state. Recruiting decisions remain with your team.
What if Affinity does not include enough contact information?
Tell Notis to report the gap instead of filling in missing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Ashby. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ashby.