Add campaign context to candidate notes
Give recruiters a short note that explains why a candidate surfaced in a campaign review.
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 profiles can miss the context behind a recruiting conversation, forcing teams to reconstruct it later.
- Preserve useful campaign context on the candidate profile.
- Reduce repeated searches across campaign reports and recruiting records.
- Give recruiters a concise starting point for follow-up.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Ashby once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize the supplied campaign context and add a note to the matching Ashby candidate, skipping records without a reliable candidate identifier.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real candidate and review the note for accuracy.
Questions about this workflow
Can Notis match an AimTell subscriber to an Ashby candidate automatically?
Only when the supplied data provides a reliable identifier. Provide a matching identifier or have the workflow skip uncertain matches.
What should the note include?
Keep it to relevant campaign context, the reason for follow-up, and any source details included in the input.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Ashby. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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