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Welcome to Zuora recruit in this video, we will learn how to automate your daily recruitment tasks. That help you save time. Both those are simple yet powerful functions that help you automate your daily mundane tasks. On the record, you can automate mailer alerts, assign tasks to users, update certain fields of record and much more workflows are good for actions that you wish to automate and things you don't want to forget. The use cases are a replica of a cost and effects scenario considered an example that when an action X happens, it should logically be followed by like To start creating workflow rules, Logan, to recruit heck to the setup page and click workflows. Create a new rule by choosing the module and enter the rule name. You will be taken to the workflow dashboard, where you can define when you would want a workflow to be triggered. It can either be a record based action or a time-based action. We have a list of default templates that you can choose from, or you can also create a rule. Let's see how to create a workflow rule, to send an automated welcome email to all the candidates. Once they are hired, choose the template and click save. You can also choose scheduled actions and workflows say, I want to stand up quick reminder for candidates two days before the interview date, simply select the template and click save and you're done.

The video explains about Zoho People CRM Platform.
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