Workflow automations for recruiters

Automate what slows you down and accelerate your potential

Loxo’s stage automations eliminate manual steps by connecting pipeline movement with actions — like progression triggers or outreach campaigns. All with the goal of speeding up engagement and keeping your team focused on connecting with the very best talent.

Build multi-channel, multi-step outreach campaigns...in minutes

Stage automations let you map actions to stage movement and activity triggers so that your process runs smoothly without manual steps.

01

Pick a trigger

Choose an event —like candidate stage change or a newly logged activity (e.g.  "Interviewed”).

02

Select an automation type

Choose from outreach, progression triggers, contact fetching, and more.

03

Configure the action

Decide the details (email templates or written with AI, progression rules, etc.).

04

Watch it run

As candidates hit the trigger criteria, the automation fires, saving you the manual effort.

05

Get peace of mind

Never worry about things slipping through cracks — Loxo's got your back!

Smart Pipeline Automations

Easily manage all candidates and activities in one place

Stage automations let you map actions to stage movement and activity triggers so that your process runs smoothly without manual steps.

Turn activities and stage changes into signals

Stage automations fire when candidates enter specific stages or when defined activities (like calls or interviews logged) complete. This makes routing decisions predictable and automatic.

Easily see where candidates are in your Loxo pipeline

Respond with messages and sequences

Define what happens when a trigger fires — for example, enroll a candidate into an outreach campaign, send a templated email, or execute a multi-touch sequence based on stage progression.

Omnichannel outreach cards in Loxo

Auto-generate insights as candidates move

Loxo can generate AI-powered candidate highlights tied to pipeline progression, capturing the story without manual notes. This keeps profiles up to date with contextual summaries.

Drag-and-drop automation logic

Advanced users can mix and match triggers and actions using a visual builder — defining how workflows should behave without writing rules manually.

Take recruitment potential to the next level

Loxo's mascot owl, Tippi

Loxo is all about empowering real human recruiters to spend more of their time on the most high-value activities.

Automation in recruiting isn’t about taking control away – it’s about helping your team spend less time on repeatable steps and more time on impact. By tying actions directly to stage movement and real candidate activity, Stage Automations let you build consistent, scalable workflows that reduce repetitive manual work and boost responsiveness.

Frequently Asked Questions

You've got questions, we've got answers.

What are ATS stage automations?

For recruiters, stage automations are a way to connect pipeline movements and logged activities to repeatable actions – like finding contact details, adding people into outreach campaigns, sending general messages, or generating AI highlights. It helps reduce manual work and keep your process consistent.

What triggers can I use for automation?

Triggers can be stage changes or specific activities logged for a candidate (such as notes from an interview or notes from a prescreening call). When the trigger happens, the automation fires.

Can automations send outreach messages?

Yes. You can set up outreach actions that tie to triggers, either using templates or AI-generated copy (that you can edit if you wish!). This allows automated engagement without manual message drafting.

One of the most common uses of Stage Automations is to enroll candidates into a campaign based on a trigger. For example, moving into a shortlist stage automatically enrolls them in a nurture sequence campaign.

Can I edit or turn off automations?

Yes. Automations can be updated, reconfigured, or disabled as your team and workflow change. This keeps you in control while benefiting from automation.

Will automations run retroactively on existing candidates?

Automations typically run when the trigger condition is met after it’s configured. They are not retroactive–only future events matching the triggers will activate them.

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Ready to shape the future?

Your job is placing the best talent in the roles that will define their careers, their lives, and our future. Our job is making it easier for you to do it.