Workflow Template
Careers Enquiry Contact Form Workflow
A lightweight public-facing careers enquiry contact form and workflow. Visitors submit name, email, optional phone, area of interest, and a short message. The system creates a record, confirms receipt by email (and SMS if a phone number was given), classifies the enquiry, assigns it to the right HR/recruitment contact, captures the HR response, closes the enquiry, sends a closure confirmation email, and follows up with a short feedback request one day later. This is intake-and-response only — it does not include candidate application, interview, or hiring steps.
This workflow is designed for HR and recruitment teams that field general careers enquiries through a public contact form and need a consistent, trackable way to acknowledge, classify, and close each one. It automates record creation, confirmation messaging by email and SMS, enquiry classification with human oversight, routing to the right HR contact, response capture, closure confirmation, and a next-day feedback request. The result is a faster, more consistent enquiry-handling process that reduces manual triage and keeps candidates informed without extending into full application or hiring workflows.
Business Outcomes
- Reduces time-to-first-response for careers enquiries through automatic confirmation emails and SMS
- Improves classification accuracy by combining AI categorisation with human review before routing
- Supports faster routing of enquiries to the correct HR/recruitment contact
- Helps standardise closure and feedback follow-up, supporting a more professional candidate experience
- Reduces manual admin by automating status updates from received through to closed
Workflow Steps
Steps
- 1Create Careers Enquiry Recordcreate record
Creates a record for the submitted careers enquiry.
- 2Set Status to Receivedupdate record
Marks the enquiry as Received.
- 3Send Confirmation Emailsend email
Sends an immediate confirmation email to the submitter.
- 4Check Phone Number Provided
Routes to SMS confirmation only if a mobile number was supplied.
phone_number: ""→Send Confirmation SMSDefault→Classify Careers Enquiry - 5Send Confirmation SMSsend sms
Sends a confirmation SMS to the submitter's mobile number.
- 6Classify Careers Enquiryai classification
Uses AI to categorise the enquiry to route it to the right HR contact.
- 7Route on Classification Result
Sends low-confidence results to human review; otherwise persists the category.
_ai_clf_classify_enquiry_needs_human_review: "true"→Human Review of CategoryDefault→Persist AI Category - 8Human Review of Categorycreate task
HR staff confirm or correct the AI-suggested enquiry category.
- 9Persist Confirmed Categoryupdate record
Writes the human-confirmed category to the record.
- 10Persist AI Categoryupdate record
Writes the AI-determined category to the record.
- 11Assign to HR/Recruitment Contactassign user
Assigns the enquiry to the appropriate HR or recruitment team member.
- 12Set Status to In Reviewupdate record
Marks the enquiry as being reviewed by HR.
- 13Respond to Enquirycreate task
HR contact drafts and sends a response, recording their notes and whether the enquiry is resolved.
- 14Persist Response Notesupdate record
Saves HR's response notes to the record.
- 15Route on Response Outcome
Closes the enquiry differently depending on whether a substantive answer was given.
response_outcome: "Answered"→Close Enquiry as Answeredresponse_outcome: "No Response Needed"→Close Enquiry - No Response NeededDefault→Close Enquiry as Answered - 16Close Enquiry as Answeredupdate record
Marks the enquiry as Closed after being answered.
- 17Close Enquiry - No Response Neededupdate record
Marks the enquiry as closed with no substantive response required.
- 18Send Closure Confirmation Emailsend email
Notifies the submitter that their enquiry has been answered and closed.
- 19Send Closure Notice Emailsend email
Notifies the submitter that their enquiry has been closed.
- 20Wait 1 Day Before Feedback Request
Pauses for one day after closure before requesting feedback.
- 21Send Feedback Requestrequest external input
Sends a short feedback request to the submitter about how their enquiry was handled.
Fields
- Full Name*
- Email Address*
- Phone Number (optional)
- Area or Role of Interest*
- Your Question or Message*
- Enquiry Category*
- +2 more fields
Forms
Careers Enquiry
5 fields
Data Views
All Careers Enquiries
careers_enquiry_ref, full_name, email_address, area_of_interest +3 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send SMS in the workflow
Twilio
AWS SNS
Send email in the workflow
AWS SES
Similar Workflows
Similar Categories
FAQs
Why should we automate our careers enquiry process instead of handling it manually via email?
Manual inboxes make it easy for enquiries to sit unacknowledged or get routed to the wrong person, which can create a poor first impression of your employer brand. This workflow automatically confirms receipt, classifies the enquiry, and assigns it to the right HR contact, helping reduce delays and inconsistent handling. It also gives HR teams a structured record of every enquiry and how it was resolved.
What is the ROI of using this workflow compared to a basic contact form plugin?
A basic contact form only captures data — it doesn't classify, route, track status, or follow up. This workflow adds automated classification, HR assignment, closure confirmation, and feedback requests, reducing the manual coordination typically needed across HR staff. Over time this can lower the administrative overhead per enquiry and improve response consistency without requiring additional headcount.
How long does it take to get this workflow live?
The template is ready-to-use, so publishing it takes minutes rather than weeks. Once published, your team can start receiving and processing careers enquiries immediately inside assess.one, with no external software installation required.
Can we customise the classification categories or routing logic?
Yes, the classification categories, routing rules, and assigned HR/recruitment contacts can all be edited directly within assess.one. You can adjust how enquiries are categorised, who reviews the AI-suggested category, and which team member receives each type of enquiry without needing developer support.
Who needs access to this workflow, and how are permissions managed?
Typically, HR or recruitment coordinators need access to review classifications, respond to enquiries, and close records, while managers may only need visibility into status and outcomes. Roles, notifications, and approval steps are configured directly in assess.one, so you can control who can review categories, respond, or close enquiries.
What happens if the AI classification is incorrect?
The workflow includes a Human Review of Category step, so an AI-suggested classification is checked before it's persisted and used for routing. If the reviewer disagrees with the AI category, they can confirm a different one, which is then saved and used to assign the enquiry to the correct HR contact.
How does the system handle enquiries where no phone number is provided?
The workflow includes a Check Phone Number Provided step that determines whether an SMS confirmation is sent. If no phone number is given, the enquiry proceeds with email confirmation only, so no manual intervention is needed to keep the process moving.
What is the difference between closing an enquiry 'as answered' versus 'no response needed'?
These are two distinct closure paths triggered by the Route on Response Outcome step, reflecting whether the enquiry required a substantive HR reply or not. Enquiries closed 'as answered' trigger a closure confirmation email summarising the response, while 'no response needed' closures send a simpler closure notice, keeping the candidate informed either way.
Does this workflow cover job applications or interview scheduling?
No, this workflow is scoped to intake-and-response only for general careers enquiries submitted through a contact form. It does not include candidate application forms, interview scheduling, or hiring decision steps, which would typically sit in a separate recruitment workflow.
How does the feedback request step work, and can we change the timing?
After an enquiry is closed, the workflow waits one day before sending a short feedback request to the enquirer, helping gather insight on their experience. The wait period and the content of the feedback request can be adjusted within assess.one to suit your preferred follow-up cadence.
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