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With stage automation, a job opening can run most of its funnel without a recruiter clicking through each candidate. Each stage scores the candidate, a rule checks the score, and the candidate moves on and is invited to the next step automatically.
Stage automation is included with the Premium plan and above. See Compare Plans.

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Build the Pipeline

1

Add your stages in order

In the job opening’s Candidate Pipeline, add a stage for each step, in the order candidates take them. See Pipeline Stages for the stage types.
2

Link a test or interview to each evaluation stage

Attach an assessment to each Assessment stage and an AI interview to each AI interview stage, so Equip knows what to invite candidates to.
3

Add a rule to each stage

Add a rule that moves candidates on when they score well; see Stage Automation. When Equip asks you to confirm that the invitations will use credits, click Allow and save.

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Example: A Customer Support Role

This pipeline screens CVs, runs a short one-way AI interview, then a communication test, and gathers the strongest candidates in a Custom stage called Review. Each rule waits until the stage’s score is final (see what Finalized means). Candidates below a threshold stay in their stage until you act on them.

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What Still Needs a Recruiter

CV scoring, invitations and auto-graded tests run on their own. A recruiter still grades the test types listed in How Tests Are Graded, reviews proctoring evidence, and makes the hiring decision.
If your credit balance runs out, an automatic invitation is skipped, the candidate stays in their current stage, and you are notified. Keep enough credits for the volume you expect. See How Credits Work.

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Review the Strongest Candidates

Rules cannot read the Trust Score, so a rule that moves candidates on by score alone ignores proctoring flags. Moving high scorers into a review stage, as in the example above, gives a person the final look.