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Using Greenhouse Automations (Members)

Greenhouse stage automations and interview reminders guide for Keeyora Members

Written by Brian Thompson

Your team now has access to two new Greenhouse automation features managed by your Keeyora administrators:

  • Stage Change Automations

  • Enhanced Interview Reminders

These automations help reduce manual texting by automatically scheduling messages based on candidate activity in Greenhouse.

Quick video overview for Keeyora Members:

Note: Configuration, templates, sending rules, and sender assignments are controlled by your team's Keeyora administrators. If you'd like changes made to an automation, please contact your Keeyora admin.


Stage Change Automations

Stage Change Automations automatically schedule text messages when candidates are moved into specific Greenhouse stages.

Moving Candidates Through Stages

Move candidates as you normally would in Greenhouse using:

  • Drag-and-drop in the pipeline view

  • The Move Stage button on a candidate profile

If the stage has an active automation, Keeyora will automatically schedule the associated text message.

You will see a notification confirming that the text has been scheduled:

Making Changes After a Stage Move

Automated texts are not sent immediately.

Messages are scheduled 5 minutes after the stage change, giving you time to:

  • Move the candidate to a different stage

  • Correct a mistake

  • Cancel the automation before the message is sent

Candidate Replies

Candidate responses are delivered directly to the team member configured as the sender for that automation.

If you're unsure who will receive replies, contact your Keeyora administrator.


Enhanced Interview Reminders

Enhanced Interview Reminders automatically schedule text reminders for candidates with upcoming interviews.

Depending on your team's configuration, candidates may receive:

  • Interview Confirmation

  • Day Before Reminder

  • Day Of Reminder

  • Follow Up Message

Scheduling Interview Reminders

After scheduling an interview in Greenhouse click 'Send interview confirmation' then 'Send email':

This action schedules all applicable interview reminder texts that your administrator has enabled.

You will see a notification confirming that the text reminders have been scheduled:

Rescheduled Interviews

If an interview is rescheduled, previously scheduled reminders are not automatically updated.

After making changes to the interview schedule click Send Interview Confirmation again to ensure the correct reminders are scheduled.

Cancelled Interviews

If an interview is cancelled, scheduled interview reminder texts will not be sent.

The interview may still appear in Keeyora, but reminder messages will be automatically suppressed.

Multiple Interviews

If a candidate has multiple interviews scheduled, each interview can have its own set of reminder messages.


Frequently Asked Questions

How do I know if an automation is active?

You'll receive a notification whenever a text message is automatically scheduled.

If you're unsure whether a stage or interview type has automation enabled, contact your Keeyora administrator.

Can I edit the automated message?

No. Message templates and automation settings are managed by your Keeyora administrator.

Who controls when messages are sent?

Your Keeyora administrator controls:

  • Which automations are enabled

  • Message content

  • Sending times

  • Sender assignments

Who receives candidate replies?

Replies are sent to the user assigned as the sender for that automation.

I want to change an automation. What should I do?

Contact your Keeyora administrator. Members can use automations, but only administrators can configure them.

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