How Flo's Rules work

A Rule runs on its own, as you, when something happens: a call ends, Echo’s recording lands, you log a message, a task falls due. You find your Rules under Flo › Rules, where you can turn each one off. A Rule shows its last run and its runs this week once it has run.

What a Rule can listen for

When	Fires
A schedule	At a time, every day, every weekday or once a week
An application moves to a stage, or sits in one	Once per move, or after a number of days
No activity	On an application, job or candidate quiet for a number of days
A meeting ends, or its outcome is saved	Once per meeting
You log a call or message	Once per log, on the channels the Rule names, and optionally only about someone at a stage
One of your calls ends	Once per call with a guest Hire knows by email, even before it is a meeting
Echo’s recording of your call lands	Once per recording
One of your tasks falls due	Once per task and due date
You decide one of Flo’s proposals	Once per proposal, approved, denied or expired

A Rule fires once for each thing that happens. It never fires on what its own runs did, and it stops for the day at its daily limit.

The Rules you start with

Every member has these, on. If your agency requires two-step sign-in, they wait for you to turn them on.

Rule	When	What Flo does
Update the Job from client calls	A transcript is saved on a call with a job’s client	Proposes the job’s fields, including its interview rounds, CV target and fee months, and the client’s verdicts on candidates, and drafts its ideal candidate
Review new applications	An application arrives on a job you review	Reviews the CV against the job’s profile. It never moves or closes anyone
New job from a briefing	Echo records a client briefing and the client has no live job	Proposes the job, with title, salary, fee, location, hiring manager, must-haves, interview rounds, CV target and fee months
After a candidate interview	Echo records a candidate interview	Proposes the candidate’s fields, the outcome and, when shortlisted, a task to get the CV out
Client said yes or a round passed	You log a call or message saying the client wants to interview someone, booked a day for a round, or they passed a round	Proposes the next stage, and the booked CCM with its prep and keep-warm tasks, or a task to agree times
Offer: confirm start date and fee	An application moves to Offer	Proposes a task to confirm the start date and fee
Offer accepted: move to Placed	You log a call or message giving the start date of someone at Offer	Proposes moving them to Placed
Placed: propose the Placement	An application moves to Placed	Proposes the placement with the start date, guarantee and payment terms the logged words gave, and the salary, fee and billing contact from the application and job. You fill in the rest on the card
File my voice logs	A voice log you recorded in Echo lands	Saves your words as a note on the call’s record or the one record you named, and proposes the rest. A log that names several records waits for you to pick. See Voice logs
Morning brief	Weekdays at 08:00	Puts one row in Needs you that opens your brief: replies you owe, who is stuck 5+ working days, who is in interviews and your open roles. See Read your morning brief

Once a placement exists, Hire adds its invoice and aftercare tasks from its dates. See Manage a placement.

Why Rules only propose

Flo adds facts with their source on its own: a meeting’s type, a guest matched by email, an activity line. Anything that changes a stage, a field, an owner or money, or makes a record, waits in Tasks › To review. That includes filling an empty field. See How Flo approvals and Undo work. The cards from a recorded call are the same ones the meeting shows, so opening the meeting later shows them once, ready to approve.

When a run gets stuck

Each Rule’s Runs tab lists what it did. A run that could not finish reads Stuck and says why.

A run of steps has Retry from this step on the step that stuck. Steps that already finished are not done again.
A run where Flo follows your instructions has Retry. Flo can’t pick up part way, so Retry starts the same instructions again on the same record, as a new run. What the first try already did is not done again: a note, a task or a card it made stays the only one. Pressing Retry twice starts one run.

Get started

How-to guides

Explanation

Reference

How Flo's Rules work

What a Rule can listen for

The Rules you start with

Why Rules only propose

When a run gets stuck

​What a Rule can listen for

​The Rules you start with

​Why Rules only propose

​When a run gets stuck

What a Rule can listen for

The Rules you start with

Why Rules only propose

When a run gets stuck