01
New role kickoff
Trigger: client requests a new role from the portal
Drafts the JD against your house profile, attaches a default rubric, posts to selected job boards, pings the account manager in Slack, and drafts the intake email to the client.
Vitae is the ATS and CRM that adapts to your business. Triggers, conditions, branches, AI judgement. Source, screen, schedule, advance, and decline without lifting a finger. Templates for every recruitment business model.
Type what you want, run a template, or drag the visual builder. The examples below are real workflows running on Vitae today. Yours can look completely different. Most take minutes to build and pay back the same week.
“Find the top ten engineers who changed jobs in the last 6 months using CoreSignal. Look them up on Exa. Score them against my job description. Send me a list every Monday morning.”
“When a candidate accepts an interview, sync to my calendar, send the Zoom invite, draft pre-interview prep notes, and remind me 30 minutes before.”
“Every Friday, summarize the week's pipeline movement, flag stalled candidates, and post the summary to our team Slack.”
“When a new job comes in, write the job description, check market salary on Exa, post it to our careers page, and start finding candidates automatically.”
“When an offer is accepted, sync to Workday, provision IT accounts, and send the welcome pack 14 days before start date.”
“Every quarter, re-score my talent pool against open roles, send a personalized check-in to anyone who matches, and skip the rest.”
A real recruiting workflow rendered the way it runs. Solid green is the active path. Dashed grey is the path the run did not take. Every node is configurable, every gate is auditable.
Workflows are built from a small, sharp set of building blocks. The same four pieces build a triage, a compliance check, a Friday digest, or a 90-day nurture cycle.
New candidate, stage change, application received, offer accepted, schedule cron, webhook, agent finishes a task. Every event in Vitae can start a workflow.
Score thresholds, role attributes, candidate signals, recruiter availability, working hours, region, custom fields. Boolean, numeric, semantic.
Send email, draft sequence, book interview, update record, post to Slack, push to Workday, hit your own webhook, call any MCP-exposed tool.
Drop an agent into any node. Score, summarize, draft, classify, decide. Use built-in models or your own Claude or ChatGPT.
Pre-built workflow packs for every recruitment business model. Open the template, swap a few fields, run it the same day.
A playbook is a multi-step workflow that earns a name. Trigger fires, every step runs in order with the right gates, every action is logged. The examples below are the playbooks recruiters reuse most.
Drafts the JD against your house profile, attaches a default rubric, posts to selected job boards, pings the account manager in Slack, and drafts the intake email to the client.
Spins up the client's branded portal, invites the hiring team via magic link, creates a Notes record with the agreed fee structure, and schedules the kickoff call.
Surfaces the candidate on the recruiter's home queue with a suggested next action, drafts a personalised re-engagement email, and starts a soft 48-hour SLA timer.
Drafts personalised rejection emails for every candidate not advancing, queues them for recruiter approval, and re-tags strong candidates into the talent pool with the right rubric.
Fires a DocuSign envelope, kicks off a Checkr background check, drafts the HRIS handoff record (Workday or BambooHR), and auto-drafts a Stripe invoice against the client's fee structure.
Pulls roles, placements, fees, time-to-fill, and conversion stats into a QBR deck, generates a one-page narrative, and surfaces the draft for the account manager to edit.
What teams ask before building their first workflow on Vitae.
How AI changes the way teams design hiring workflows, and what a modern recruiting setup looks like.
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