Why automate Storydoc with Greenhouse
Automating Storydoc creation from Greenhouse allows you to:
Create personalized candidate materials automatically at the right hiring stages.
Provide candidates with consistent, role-specific information.
Reduce manual work for recruiters and hiring managers.
Keep Storydoc links connected to candidate and application records.
Automation works through Zapier. For setup instructions, refer to the article How to Connect Storydoc with Zapier
Valid Greenhouse triggers you can use
The following triggers are officially available in Greenhouse’s Zapier integration and represent standard, widely used hiring workflows.
1. New Candidate
Triggered when a new candidate profile is created in Greenhouse.
Common use case:
Automatically generate a personalized Storydoc introduction or company overview when a candidate enters your system.
2. New Application
Triggered when a candidate submits an application for a job.
Common use case:
Create a role-specific Storydoc that explains the position, team, and hiring process, and share it with the candidate early in the process.
3. New Stage Transition (Application)
Triggered when an application moves to a new stage in the hiring pipeline.
Common use cases:
Generate interview preparation materials when an application reaches an interview stage.
Create a next-steps or follow-up Storydoc after an interview stage is completed.
This trigger is tied to the application, not the candidate profile, and reflects how Greenhouse manages pipeline stages.
Creating personalized Storydocs from Greenhouse
Once a trigger is selected, Storydoc can create a new version of a chosen template using Greenhouse data such as:
Candidate name
Job title
Department
Application stage
Recruiter or hiring manager name
These values can be mapped to Dynamic Variables inside your Storydoc template so each candidate receives personalized content automatically.
Writing the Storydoc link back into your hiring workflow
After Storydoc creates a personalized version, the link should remain accessible to recruiters and hiring managers.
Greenhouse supports the following update actions via Zapier:
Update Candidate
Update Application
Using these actions, you can store the Storydoc URL in:
A custom field
Application notes
Internal comments visible to the hiring team
This ensures the Storydoc is easy to find and reuse throughout the hiring process.
Recommended automation workflows
Workflow 1: Candidate introduction materials
Trigger: New Candidate
Action: Create Storydoc version
Write-back: Update Candidate with Storydoc link
Workflow 2: Role overview on application
Trigger: New Application
Action: Create Storydoc version
Write-back: Update Application with Storydoc link
Workflow 3: Interview preparation pack
Trigger: New Stage Transition (Application)
Action: Create Storydoc version
Write-back: Update Application with Storydoc link