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A Cobalt workflow is built by assembling blocks. This page lists the available blocks.

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Trigger block

The trigger block defines the event that starts the workflow. Every workflow begins with a trigger. Add a trigger — every workflow begins with a trigger Several trigger types exist:
  • Manual trigger — the workflow is started manually by a user.
  • Scheduled trigger — the workflow runs on a schedule (time, day, recurrence).
  • Update trigger — the workflow runs when a field or record is updated.
  • Creation trigger — the workflow runs when a record is created (candidate, need, company, etc.).

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Wait block

Pauses the workflow for a defined duration (days, hours, minutes) before moving to the next step. Wait block with its configurable duration

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Search block

Searches for sourcing or prospecting. You can search for candidates, contacts, or companies. Search block: search candidates Search block: search contacts Search block: search companies

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Update block

After other nodes, updates any field of a record: candidate, contact, opportunity, company, etc. Update block: update the candidate

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Communication block

Sends a message through the channel of your choice:
  • Send an email
  • Send a LinkedIn connection request
  • Send a LinkedIn message
  • Send a WhatsApp message
  • …
Communication block: send an email Communication block: send a LinkedIn connection request Communication block: send a LinkedIn message

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Condition block

Creates a branch based on a lead’s action: the workflow follows the Yes or No branch depending on whether the condition is met. Condition block with Yes and No branches

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Manual action block

Creates a manual task for a user — handy to generate a reminder, for example “call a client”. Workflow block: create a task

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Call-a-workflow block

Calls another workflow from the current one. Block that calls another workflow

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Coming soon

These blocks are not available yet:

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Internet search block

Searches any useful information on the internet that can be used later in the workflow.

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Meeting block

Schedules a meeting with the lead within the workflow.

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Document block

Generates a document from a document template, following a previous block. For example, at the end of a candidate interview: re-enrich the candidate’s record from the transcript, then generate a new, more complete version of the skills document incorporating what was said during the interview. Document blocks will very soon be able to generate any type of document.