Manage your pipeline

Where should I update an application stage?

1. Open Applications and select the role.
2. Review the current stage, activity, and next step.
3. Move the application to the appropriate stage.
4. Add a reminder or note when further action is required.

Note: Applications is the primary pipeline control center. Interviews focuses on interview-specific work.

Do I need both status and current step?

1. Status describes the broad application state, such as active, rejected, or archived.
2. Current step describes the active hiring-stage event, such as a technical screen.
3. A current interview step is meaningful only when an actual interview loop exists.

When should I create an interview step?

1. Create one after a recruiter or hiring team confirms a real interview, assessment, or stage event.
2. Choose the correct step type and scheduled timing.
3. Add interviewer information and preparation context when known.
4. Open Interview GPT from the step when preparation or live support is needed.

What if an application fails before an interview?

1. Close or reject the application in Applications.
2. Do not create a failed interview loop when no interview step occurred.
3. Keep any relevant email or note attached to the application timeline.

How should reminders be used?

1. Create reminders for recruiter follow-ups, take-home deadlines, interview preparation, and missing statuses.
2. Include a clear due time and action.
3. Complete or dismiss the reminder after the work is done.

Can email update an application automatically?

1. Mail classification identifies likely confirmations, interviews, rejections, offers, and follow-ups.
2. Application confirmations may update automatically when the configured automation allows it.
3. Consequential or uncertain changes should remain visible and reviewable.
4. Correct an inaccurate link or stage from Mail or Applications.