Give the hiring team a concise candidate context brief
Let the next person reviewing a candidate see the useful CRM context without hunting through multiple records.
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
Important conversation details are easy to miss when the hiring team has to switch between CRM and ATS records.
- Reduce context switching for hiring teams
- Keep relevant interaction context near the profile
- Turn scattered information into a readable summary
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Ashby once in Notis.
- 2Create an automation and describe the interaction context to summarize and what to omit.
- 3Pick a recurring schedule for the review.
- 4Choose where Notis should send run reports.
- 5Test with one candidate and review the note for accuracy.
Questions about this workflow
Will the note include every CRM interaction?
Describe the relevant context in the instruction. Notis should summarize only information available to it and avoid unsupported conclusions.
How can I avoid repeated summaries?
Ask Notis to update only when it finds meaningful new context and to avoid duplicating an existing summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Ashby. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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