Plan Your First Recruitment Workflow · Lesson 2

Choose a repeatable, bounded task

Course overview · 4 min reading + 12 min practice, estimated

Principles and method

Select a task with stable inputs, a clear output and an owner. Document how it works manually before automating it. Separate judgement from predictable coordination. A useful first workflow might prepare an interview pack for approval, not decide who should be hired. State what success looks like and which cases are out of scope. Estimate current effort and error types so the result can be evaluated. If the process changes every time because the brief is unclear, automation may reproduce confusion more quickly.

Worked example

A coordinator repeatedly gathers approved role information and interview details into a pack. The workflow can assemble the draft while leaving factual review and sending authority with the recruiter.

Put it into practice

Map the manual steps and choose which can be automated for a fictional interview pack.

Use fictional information and keep your work in your own notes.

Compare your approach: self-review guidance

Name the inputs, output and accountable reviewer. Leave ambiguous or consequential decisions explicit. Explain why this task is sufficiently repeatable for a first pilot.

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Sources and further reading

Original Academy teaching and fictional examples. These references provide context, not endorsement. Edition 2026.09; updated 2026-09-24.

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