Keep sourcing projects organized as research grows
Make campaign organization part of the recurring research review, so sourced prospects are easier to find and follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Candidate to Project
Add a candidate to a recruiting project.
Why this helps
As a sourcing list grows, candidates can remain disconnected from the project that explains why they were researched.
- Associate vetted prospects with the relevant sourcing effort.
- Reduce manual cleanup after research sessions.
- Make project context available during recruiting reviews.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Ashby once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the sourcing review.
- 3Describe how to identify eligible candidates and add them only to the clearly identified existing Ashby project.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with one real candidate and verify the project association in Ashby.
Questions about this workflow
Does this workflow create a project?
No. It adds candidates to existing projects, so the relevant sourcing project must already exist.
What if a candidate could fit more than one project?
Provide a clear project rule in the instruction. If the context does not identify one confidently, Notis should skip the change and report the ambiguity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Ashby. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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