Background check order

HR / AUTOMATE.md

When an offer is marked accepted, open the standard background check package and record the candidate's consent before it is ordered.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

  • Checks start the same day
  • Consent captured up front

How it runs

  1. 1. Starts

    When an offer is marked Accepted

  2. 2. Reads

    accepted

  3. 3. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why recruiters and HR teams set this up

Checks get ordered late, consent is captured in an email thread, and identity documents turn up in a shared drive the week after the start date. Payroll is blocked, or worse, someone starts work before the paperwork for their role is actually complete.

See the whole job: Background check and right to work

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

  • Change when it runs

    Move it to another day or time, or start it when something arrives, like a new email.

  • Add your own rules

    Limits, exceptions and what good looks like go in the same file, in plain words.

  • Decide what waits for you

    Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It reads and ranks. People decide about people.

  • It never rejects anyone

    It ranks and summarizes against your written criteria, with a reason for each. Every decision stays with you.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Candidate data stays contained

    Each automation reaches only the inbox and folders you connect for it.

Background check order

Approve before it runs for the first time?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your applicant tracking system's automations

Moving candidates between stages and sending template emails.

They can't read a CV against your real criteria or explain why someone made the shortlist.

Flowchart automation tools

Copying records between HR apps.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Summarizing a CV when you paste it in.

Applications keep arriving while nobody is asking, and the criteria live in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

Global hire compliance pack

When a contractor or EOR hire is created, list the documents that country requires and request them from the new hire using the right template.

When a contractor or EOR hire is created

Right-to-work chase

When a start date is 14 days out and the right-to-work papers are missing, remind the new hire and copy the manager on what is still outstanding.

When a start date is 14 days out

Related workflows

Offer approval and terms

Routes one offer through manager, finance, and HR approval with the comp band attached, then sends it for signature.

2 automations

Day-one provisioning

Turns a confirmed start date into accounts, equipment, payroll, and benefits that are ready before the first morning.

3 automations

Onboarding docs

Builds each new hire's document pack from the role template and chases signatures until it is complete, so nobody starts a job without a signed contract or a valid payroll form.

1 automation

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon