Workflow Template
Careers Enquiry Contact Form Workflow
Captures careers enquiries from an organisation's website via a short contact form, acknowledges receipt by email and (if provided) SMS with a reference number, assigns HR a task to draft a response, and closes the enquiry with an email containing HR's response.
This workflow is designed for HR teams and organisations that receive careers or recruitment enquiries through their website and want a consistent, tracked way to handle them. It automates the capture of enquiry details, sends an instant email (and optional SMS) acknowledgement with a reference number, assigns HR a task to draft a response, and closes the loop with an email containing that response. The result is a clear record of every enquiry from submission to closure, with status visible throughout.
Business Outcomes
- Faster acknowledgement of careers enquiries, helping improve candidate experience from first contact
- Reduced manual admin from copying enquiry details into emails or spreadsheets
- Clearer visibility of open, assigned and closed enquiries via record status
- Fewer enquiries missed or forgotten, supported by a 3-day due task assigned to HR
- A consistent, documented response history for each enquiry in its record timeline
Workflow Steps
Steps
- 1Create careers enquiry recordcreate record
Registers the submitted careers enquiry as a record.
- 2Set status to Newupdate record
Sets the enquiry status to New on record creation.
- 3Email acknowledgementsend email
Sends the enquirer an acknowledgement email with their reference number.
- 4Check if mobile number was provided
Branches based on whether the enquirer supplied a mobile number.
mobile_number: ""→Send SMS confirmationDefault→Set status to Assigned - 5Send SMS confirmationsend sms
Texts the enquirer a short confirmation with their reference number.
- 6Set status to Assignedupdate record
Updates the enquiry status to Assigned before handing off to HR.
- 7HR: draft response to enquirycreate task
Creates a task for HR to review the enquiry and record the response, due in 3 days.
- 8Save HR response to recordupdate record
Persists HR's response text onto the enquiry record.
- 9Set status to Closedupdate record
Updates the enquiry status to Closed before notifying the enquirer.
- 10Email closure with responsesend email
Emails the enquirer that their enquiry is closed, including HR's response.
Fields
Show all 8 fieldsShow fewer fields
FormCareers Enquiry
- Full Name*· Text
- Email Address*· Email
- Mobile Number (optional)· Phone
- Area or Role of Interest· Text
- Enquiry Type*· Choice
- Your Question*· Long text
Other fields
- Enquiry Status· Choice
- Recorded Response· Long text
- Full Name*
- Email Address*
- Mobile Number (optional)
- Area or Role of Interest
- Enquiry Type*
- Your Question*
Forms
Careers Enquiry
6 fields
Data Views
Careers Enquiries
full_name, area_of_interest, enquiry_type, enquiry_status
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
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FAQs
Why should we automate our careers enquiry contact form instead of handling it manually?
Manually monitoring an inbox for careers enquiries often leads to delayed replies and inconsistent acknowledgements. This workflow captures each submission as a record with a reference number, sends an immediate acknowledgement, and assigns HR a task with a due date, which helps reduce the chance of enquiries being overlooked. It also keeps a timeline of what happened on each enquiry for later reference.
What is the return on investment of using this workflow compared to email-based handling?
Instead of HR staff manually replying to each enquiry and tracking status in an inbox or spreadsheet, the workflow automates acknowledgement, task assignment and closure messaging. This reduces repetitive admin work and helps HR focus their time on drafting responses rather than managing logistics. Over time, this can support faster turnaround and a more professional impression on prospective candidates.
Who is responsible for responding to an enquiry, and how are they notified?
Once an enquiry is submitted and acknowledged, the workflow assigns a task to HR to draft a response, due in 3 days. The workflow waits for this task to be completed, and the response HR enters is saved to the enquiry record before the closure email is sent. Task assignment is managed within the workspace, where tasks are given to team members.
What happens if the enquirer doesn't provide a mobile number?
The workflow checks whether a mobile number was submitted on the request form. If one was provided, an SMS confirmation with the reference number is sent alongside the email acknowledgement; if not, the workflow simply continues without sending an SMS. Either way, the email acknowledgement is always sent.
Can we customise the questions on the careers enquiry form or the wording of the emails?
Yes. Workflow steps, including the request form fields and the wording of the acknowledgement and closure emails, can be changed by describing the change in plain English or by editing the steps directly in the workflow editor. Earlier versions of the workflow are kept, so changes can be reviewed over time.
How is the status of an enquiry tracked from submission to closure?
Each enquiry is created as a record with its own reference number and status, moving from New, to Assigned once HR takes ownership, to Closed once the response is sent. Table views and dashboards display records by status, making it straightforward to see which enquiries are still open.
Where is the HR response stored, and can the enquirer see it?
The response HR enters on their task is saved to the enquiry record and included in the final closure email sent to the enquirer. This means the enquirer receives a direct written reply, and HR has a record of the response for future reference within the enquiry's timeline.
Do enquirers need to create an account to submit or track their enquiry?
No. Enquirers submit their details through a public request form on the organisation's website, and they receive email (and optional SMS) updates with their reference number throughout the process. All communication happens through emailed messages rather than requiring account access.
How quickly can we start using this workflow for our careers page?
The template is ready to use as-is: a workspace can publish it in minutes and start capturing live careers enquiries straight away, without any installation or development project. Adjustments to form fields, wording or timing can be made afterwards as needed.
Ready to use this workflow?
Create a free account and customise this workflow for your business.
