Workflows let you partially or fully automate tasks in Cobalt: sourcing, enrichment, follow-ups, record updates, task creation, and more. A workflow is assembled from blocks — a trigger, then steps (wait, search, update, communication, manual action, calling another workflow, and so on) — and runs automatically based on its trigger. See the Block list for the details of each available block.Documentation Index
Fetch the complete documentation index at: https://docs.cobalt-ia.com/llms.txt
Use this file to discover all available pages before exploring further.
Workflow examples
A few concrete examples:- Multichannel outreach — send a LinkedIn connection request, then a first LinkedIn message; if not connected, send an email; otherwise, enrich the phone number, create a manual task, and call the person.
- New opportunity — when an opportunity is created, source (internally and externally) potentially relevant candidates, add them to a project, with human validation to keep or discard profiles.
- After an interview — transcribe the interview, re-enrich the profile, generate a new version of the skills document from the enriched profile, then send a follow-up email to the candidate with next steps.
- Status sync — when a candidate moves to “top profile” status in a project, also update their “top profile” status in the ATS.
Human validation
Most blocks have a human validation option: the workflow does not continue until the user validates (or invalidates) it. This is handy for validating auto-sourced candidates, or for reviewing and personalizing certain emails before they’re sent — anything that helps keep quality high while doing volume through automation. You can run everything fully automatically if you want, or — recommended — run it semi-manually to focus on the highest-value actions.