Get the offer out within an hour of approval
Email Carly the approval and she'll create the BambooHR record, send the DocuSign offer envelope, and leave a warm note from the HM in Drafts — so the candidate hears the good news within an hour.
What Carly does
- 01 Create the candidate in BambooHR at Offer Sent stage
- 02 Send the DocuSign offer envelope with the right template
- 03 Draft a warm note from the HM — reference an interview moment
- 04 Leave the email in the HM's drafts for a 30-second personal pass
- 05 Schedule a 48-hour nudge if the envelope stays unsigned
Offer out within an hour of approval
The candidate hears the good news, signs the offer, and gets a personal note — all within the afternoon. Momentum stays high and acceptance rates climb.
Email this to Carly to kick it off.
Hey Carly, We just got approval on an offer and I want it out the door fast. Create the candidate in BambooHR at the Offer Sent stage, then send the DocuSign offer envelope using our standard template. While that's going out, draft a warm note from the hiring manager that references a real moment from the interviews — leave it in the HM's Drafts so they can do a 30-second personal pass before sending. If the envelope is still unsigned 48 hours later, schedule a nudge. Don't send the HM's email — just leave it in Drafts. 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.
Read →Mutually-free slots across 4 interviewer calendars, candidate scheduling, and Zoom links — all in one shot.
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."