> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ribbon.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up outreach automation

> Automatically invite candidates when they reach a selected ATS stage.

Automatically invite candidates to a Ribbon interview when they reach a selected stage in your ATS. You can choose your invitation channels, customize messages, and set reminders.

## Before you begin

Connect your ATS and create a Ribbon role linked to the relevant job. You'll need **System admin** access to manage organization settings.

## Set up invitations

1. Open **Organization settings → Outreach Automation**.
2. Select your ATS connection and turn on **Send outreach to candidates**.
3. Choose the ATS stage that should trigger an invitation.
4. Customize messages for **email**, **SMS**, or **WhatsApp**.
5. Set when invitations can be sent and configure reminders.
6. Preview your settings, then save.

## Which candidates receive an invitation?

Candidates who reach the selected stage **after automation is enabled** will receive an invitation.

Candidates already in that stage won't be invited automatically. To invite them, select them in the role's candidate list and choose **Bulk actions → Send outreach**.

If you need a hand, email [support@ribbon.ai](mailto:support@ribbon.ai).


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.