Refresh the candidate tracker without the copy-paste tax
Email Carly and she'll pull every active candidate from Ashby, refresh the Candidate Pipeline workbook in Excel with stage, last activity, and owner, flag anyone stalled past 7 days, and draft Outlook nudges to the hiring manager — by name.
What Carly does
- 01 Pull every active candidate from Ashby with stage + last activity + owner
- 02 Write the rows into the Candidate Pipeline workbook in Excel
- 03 Flag anyone with no movement in 7+ days in a Stalled column
- 04 Group stalled candidates by hiring manager
- 05 Draft Outlook nudges to each HM with the specific names + roles
Pipeline honest, HMs nudged
The tracker matches Ashby reality. Stalled candidates surface before the weekly sync — and the HM gets a nudge with names, not a generic "check your pipeline" reminder.
Email this to Carly to kick it off.
Hey Carly, Can you refresh the Candidate Pipeline workbook in Excel for me? Pull every active candidate from Ashby with their current stage, last activity date, and recruiter/HM owner, then write the rows into the Candidate Pipeline tab — overwrite the existing snapshot. Add a Stalled column that flags anyone with no movement in the last 7 days. Then group the stalled candidates by hiring manager and draft an Outlook email to each HM listing the specific candidates + roles that need their attention. Leave the emails in Drafts — don't send. Thanks!
More recipes for hr & recruiting teams
Read the Ashby profile and write a one-paragraph brief — fit, gaps, one question — dropped on the candidate.
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Read →BambooHR checklist, Slack invites, a personalized SharePoint welcome page, and a buddy DM before day one.
Read →Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."