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Outreach emails to shortlisted candidates

Purpose

1.1. Automate outreach emails to shortlisted job candidates for public sector employment centers, enabling scalable, reliable, and error-free engagement with applicants.
1.2. Automatedly generate personalized email notifications, confirmations, invitations, or next-step instructions for candidates.
1.3. Automates compliance tracking and history logging for all outreach actions to ensure auditability and standardized candidate communication.
1.4. Automating repeated notification tasks to reduce manual workload and eliminate delays or omission errors in candidate engagement.
1.5. Automation allows for segmenting outreach based on job role, interview stage, or document completion status, improving candidate experience.

Trigger Conditions

2.1. Candidate status updated to “Shortlisted” in the job management database.
2.2. HR manually flags a candidate as ready for outreach within the employment case management platform.
2.3. Completion of preliminary screening or background check automatable steps.
2.4. Scheduled batch outreach automation at specified intervals (e.g., daily, weekly).
2.5. Candidate triggers outreach by uploading required documentation or completing online application steps.

Platform Variants

3.1. Microsoft Outlook 365
• Feature/Setting: Automate sending emails using Outlook 365 Send Mail API; configure authentication via Azure AD and define HTML templates for outreach content.
3.2. Gmail API
• Feature/Setting: Automated email generation via Gmail API endpoint `/gmail/v1/users/me/messages/send`; set OAuth2 credentials and JSON body for personalized candidate emails.
3.3. SendGrid
• Feature/Setting: Use “Mail Send” API key; structured dynamic template and personalize variables per candidate.
3.4. Mailgun
• Feature/Setting: Automate `messages` endpoint; use domain API key, HTML body, and dynamic data for batch sends.
3.5. Amazon SES
• Feature/Setting: Automate SendEmail API; configure IAM permissions and set identity-verified sender addresses.
3.6. Salesforce
• Feature/Setting: Automate with Salesforce Email Alert for Workflow; map candidate status fields to trigger automator logic.
3.7. HubSpot
• Feature/Setting: Use Workflow Email Automation; schedule email send when candidate enters “Shortlisted” pipeline stage.
3.8. Zoho CRM
• Feature/Setting: Automate “Send Email” action from Blueprint; link candidate module with email workflow for automation.
3.9. ActiveCampaign
• Feature/Setting: Automate email from Contacts workflow when tag “Shortlisted” is applied.
3.10. Brevo (formerly Sendinblue)
• Feature/Setting: Automate transactional email via API v3; template with variables for candidate data.
3.11. Pipedrive
• Feature/Setting: Automate email via Smart Docs or Workflow Automation when deal moves to Shortlisted stage.
3.12. Slack
• Feature/Setting: While not an email service, automate direct candidate notifications via Slack messaging API as an alternative.
3.13. Freshdesk
• Feature/Setting: Automate candidate notification via Freshdesk Email Notification Rules.
3.14. SAP SuccessFactors
• Feature/Setting: Automate candidate-facing messages using Recruiting Email Templates and Business Rules.
3.15. Oracle HCM Cloud
• Feature/Setting: Automate outreach emails via HCM Cloud Notifications and Recruitment Process Automation API.
3.16. Jotform
• Feature/Setting: Automate “Notification Email” on submission or after status update on HR form.
3.17. Smartsheet
• Feature/Setting: Automate “Send Row” or Update Request with candidate email address and templated outreach content.
3.18. Airtable
• Feature/Setting: Automate using Airtable Automations: When candidate status field changes, send outbound email to candidate.
3.19. Greenhouse
• Feature/Setting: Automate stage-based “Candidate Email Template” trigger when stage changes to Shortlisted.
3.20. Workable
• Feature/Setting: Automate candidate communication via Workflow Email Automation, triggered by status change or event webhook.
3.21. BambooHR
• Feature/Setting: Automate through “Automated Workflows” connecting candidate status change to integrated email send function.
3.22. Intercom
• Feature/Setting: Automate Outreach via “Outbound Messages” API or rule-based “Campaigns” feature for engaged candidates.

Benefits

4.1. Automates repetitive outreach, reducing manual workload for HR teams.
4.2. Automation ensures immediate and consistent responses, enhancing candidate engagement and organizational professionalism.
4.3. Automatable processes reduce risk of human error and missed communication.
4.4. Enables easy audit tracking for all automated communications, supporting transparency in public administration.
4.5. Automation allows for effortless scaling as candidate volumes increase.
4.6. Automates personalization, ensuring tailored content to each candidate type and stage.

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