Add Agiled recruiter context to Ashby candidate notes
Make the reason for a handoff easy to find where the recruiting team works.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Candidate Note
Add a note to a candidate’s profile.
Why this helps
Important recruiter context can be separated from the candidate profile and missed during review.
- Keep handoff context on the candidate profile.
- Turn longer project or CRM context into a concise note.
- Make candidate matching explicit before writing.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Ashby once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to summarize the supplied Agiled context and add it as a note to the clearly matched Ashby candidate.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real handoff and review the note for accuracy and relevance.
Questions about this workflow
What should the note include?
Describe the useful context, such as why the contact is being handed off or what follow-up matters. Avoid including details that do not belong in the candidate record.
What happens if the candidate match is uncertain?
The instruction should tell Notis to report the ambiguity without creating a note on a guessed profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Ashby. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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