Integrations · Finance & documents

Greenhouse in the conversation.

Applicant tracking — the hiring pipeline, with candidates instead of deals. Connect it once and your copilot works with jobs, candidates, applications, interviews and scorecards without leaving the thread — and your workflows can act on it while the customer is still typing.

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Greenhouse
Finance & documents
01 · COPILOT

Ask for it in plain language. It does the Greenhouse part.

Copilot rides inside the inbox. With Greenhouse connected it reads jobs, candidates, applications, interviews and scorecards and acts on them from the same panel as the conversation — no second tab, no copying an order number across.

  • Find a candidate and their application stage
  • Read a job and its open requisitions
  • Add a note to a candidate
  • Move a candidate to another stage
  • List interviews scheduled for a period

What a specific connection exposes is decided by Greenhouse, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.

02 · WORKFLOWS

Something happens in Greenhouse. A workflow starts.

Once Greenhouse is connected, its events show up in the workflow editor's trigger picker, and the fields the event carries become variables every later step can read — so the message you send is written from what actually happened.

  • A candidate applies
  • A candidate changes stage

The picker is the authority on which events your Greenhouse connection publishes — these are the kinds that apps of this sort emit.

03 · THE AI AGENT STEP

One step that decides which Greenhouse tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what Greenhouse said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the Greenhouse tools you left enabled and nothing else.

What teams do with it

Two ways Greenhouse earns its connection.

01

Candidates get replies too

A workflow opens a WhatsApp conversation when a candidate applies, answers the common questions, and books the screening call.

02

Recruiters stop copying notes

What the candidate said in the conversation is written to the Greenhouse candidate as a note, where the hiring manager will see it.

Setup

Connect Greenhouse in about a minute.

  1. 1

    Open Settings → Apps

    It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.

  2. 2

    Find Greenhouse in Browse

    The catalogue runs to hundreds of apps and is searchable. Connect Greenhouse from its card.

  3. 3

    Authorize with your own Greenhouse account

    You sign in on Greenhouse's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.

  4. 4

    Choose the tools it may call

    Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

Greenhouse questions.

How do I connect Greenhouse to Cloodot?
Open Settings → Apps in Cloodot, switch to Browse, and search for Greenhouse. Connecting it opens Greenhouse's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot.
What can Cloodot do in Greenhouse?
Work of this kind: find a candidate and their application stage; read a job and its open requisitions; add a note to a candidate; move a candidate to another stage; list interviews scheduled for a period. The exact list depends on what your Greenhouse account is allowed to do — Settings → Apps shows every tool the connection actually exposes.
Can I limit which Greenhouse tools Cloodot may use?
Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only Greenhouse connection is a matter of leaving the writes off.
Can an event in Greenhouse start a Cloodot workflow?
Yes. Events like a candidate applies, a candidate changes stage appear in the workflow editor's trigger picker once Greenhouse is connected, and the event's own fields become variables the rest of the workflow can read.
Who in my team can connect Greenhouse?
Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the Greenhouse account that authorized it, so a finance & documents connection is only ever as broad as the account behind it.
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