Avionté Workflows for Faster Fills and Better Retention

Your recruiters are good at what they do. What slows them down is the manual work that surrounds every placement.

A placement gets made. Someone has to remember to follow up on day 3. Then day 14. Then day 30. A candidate sends their documents over SMS and now someone has to open Avionté and update the profile by hand. Again.

None of these tasks are complicated. But they are constant. They add up to hours every week, and every hour spent on them is an hour not spent filling roles or keeping good candidates from walking out the door.

Whippy Workflows connect directly to Avionté and handle that work automatically, triggered in real time by what happens inside your ATS. Roles fill faster because outreach never waits. Candidates stay longer because the follow-up never slips. And your team spends its time where it actually moves the business.

Below are examples of what your team can start automating today.

Building an Avionté workflow in Whippy takes minutes. Here is what it looks like:

Animated GIF demonstrating workflow automation in Whippy AI. The user creates a new workflow, adds a Whippy action step, then adds an Avionté step to sync data and automate recruiting tasks between Whippy and the Avionté ATS platform

Every workflow below runs automatically through Whippy's Avionté integration.

Use the index below to jump into each workflow in detail:

PHASE 1 • APPLY & ONBOARD
What it does
Application Acknowledgement
Instantly confirms every new application
Profile Completion Outreach
Fills in incomplete candidate profiles automatically
Document Collection at Placement
Collects missing onboarding paperwork on its own
Pre-Placement Prep
Sends first-day details before the candidate starts
PHASE 2 • ON ASSIGNMENT
What it does
Shift Reminders
Reminds candidates of upcoming shifts to cut no-shows
On Assignment Check-ins
Auto check-ins on day 3, 14, and 30 of an assignment
Profile Update on Document Received
Logs candidate documents back to Avionté automatically
Credential Expiration Alerts
Flags expiring credentials before they lapse
PHASE 3 • RETAIN & GROW
What it does
Tenure Milestone Messages
Celebrates first week, first month, and anniversaries
Birthday Greetings
Sends a personal birthday message to every candidate
Referral Outreach
Asks engaged candidates for referrals
After-Interview Follow-up
Keeps interviewed-but-not-placed candidates warm
PHASE 4 • RE-ENGAGE
What it does
Re-Engage: New Job Opens
Surfaces matching candidates the moment a job opens
Re-Engage: Assignment Ends
Reaches out for redeployment before an assignment ends
Re-Engage: Candidate Goes Quiet
Reactivates candidates who have gone inactive
PHASE 5 • DATA & COMPLIANCE
What it does
Candidate Newsletters
Sends curated updates to keep talent warm
Consent & Compliance Collection
Captures and records candidate opt-in consent
Database Cleanup
Keeps Avionté records accurate and up to date
Client Outreach & Follow-up
Re-engages and follows up with client contacts

PHASE 1 • Apply & Onboard

Automated Application Acknowledgement

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When someone applies and hears nothing back, they assume the worst and move on, often to a competitor who replied first. That silence in the first few minutes is where candidates are won or lost.

Whippy acknowledges every application instantly, so candidates know they were received and what happens next, even before a recruiter has looked at them.

How it works:

  1. Whippy detects a new applicant in Avionté
  2. An automatic SMS confirms their application was received and sets expectations
  3. Candidate replies with a question: the conversation is routed to a recruiter
  4. The acknowledgement and any reply are logged in Avionté

What the candidate sees:

Hi {{Name}}, thanks for applying to {{JobTitle}}! We've received your application and a recruiter will be in touch soon. Questions in the meantime? Just reply here.

The result: Every applicant gets an instant, professional first touch. Fewer drop-offs at the top of the funnel, which means more candidates make it through to placement.

Here is how the workflow is structured:

Draft workflow titled "Automated Application Acknowledgement": New applicant detected → Send acknowledgement → branches to Route to recruiter (replies with a question) or Log acknowledgement (no reply) → both merge into Log reply and outcome

PHASE 1 • Apply & Onboard

Automated Profile Completion Outreach

[ ↑ back to workflows table ]

Half-finished candidate profiles are everywhere: missing a resume, a zip code, work history, the very fields you need to match and place them. Chasing that information manually is tedious and usually does not happen.

Whippy identifies incomplete profiles and reaches out to the candidate to fill the gaps, updating Avionté automatically as the information comes in.

How it works:

  1. Whippy checks for incomplete candidate profiles in Avionté on a schedule
  2. An automatic SMS asks the candidate for the missing information
  3. Candidate replies: the profile fields are updated in Avionté automatically
  4. No response: a follow-up reminder is sent
  5. The recruiter is notified once the profile is complete

What the candidate sees:

Hi {{Name}}, we'd love to match you with the right roles, but your profile is missing {{MissingField}}. Reply here to add it and we'll get you in front of more jobs.

The result: A cleaner, more complete database, without manual data entry, so more candidates are matchable and roles fill faster.

Here is how the workflow is structured:

Draft workflow: Daily schedule → Find incomplete profiles → Request missing info → branches to Update profile fields → Notify recruiter (candidate replies), or Send reminder (no response)

PHASE 1 • Apply & Onboard

Automated Document Collection When a Placement Starts

[ ↑ back to workflows table ]

A new placement means a new stack of paperwork. I-9s, certifications, direct deposit forms, IDs. Until all of it is in, the candidate cannot start, and your team is stuck sending the same reminder emails over and over.

The placement is ready. The paperwork is the bottleneck.

The moment a placement is created in Avionté, Whippy reaches out to the candidate, collects the documents they still need to submit, and logs each one back to Avionté as it comes in.

How it works:

  1. Whippy detects a new placement created in Avionté
  2. Whippy identifies which onboarding documents are still missing
  3. An SMS is sent to the candidate requesting what is needed
  4. As documents come in, each one is logged back to Avionté automatically
  5. The recruiter is notified once onboarding is complete

What the candidate sees:

Hi {{Name}}, congrats on your new placement at {{Company}}! Before your first day, we still need your {{MissingDocs}}. You can reply here with a photo. Thanks!

The result: Candidates start on time instead of waiting on paperwork. Faster starts, fewer delayed fills, and not a single manual reminder from your team.

Here is how the workflow is structured:

5-step draft workflow: New placement created → Identify missing documents → Request documents → Log each document received → Notify recruiter

PHASE 1 • Apply & Onboard

Automated Pre-Placement Prep Before Day One

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Between offer acceptance and the first day, a lot can go wrong. The candidate forgets the address, shows up at the wrong time, or gets cold feet because they heard nothing from you. Each gap is a chance to lose a placement you already won.

Whippy keeps the candidate informed and confident in the days before they start, sending the details they need and flagging anything still outstanding.

How it works:

  1. Whippy detects a confirmed placement in Avionté ahead of the start date
  2. The candidate receives their first-day details automatically (address, time, supervisor, what to bring)
  3. Outstanding items (background check, documents) trigger a tailored reminder
  4. Candidate confirms they are ready: the recruiter sees they are on track
  5. No response: the recruiter is flagged to follow up before day one

What the candidate sees:

Hi {{Name}}, you start at {{Company}} on {{Date}}. Address: {{Address}}. Start time: {{Time}}. Ask for {{Supervisor}}. Bring {{Items}}. Reply YES to confirm you're all set!

The result: Candidates show up prepared and committed. Fewer first-day no-shows means the placements you worked to win actually stick.

Here is how the workflow is structured:

Draft workflow triggered by "Placement confirmed" → Send first-day details → Reminder: pending items, then splits: Confirmed → Notify recruiter (on track), No response → Flag recruiter to follow up

PHASE 2 • On Assignment

Automated Shift Reminders Before Every Assignment

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A candidate who forgets they have work tomorrow is a no-show waiting to happen. And a no-show means a frustrated client, an unfilled shift, and a scramble to cover it, often with no time to spare.

The fix is simple and everyone knows it: remind them. But remembering to remind every candidate, before every shift, every day, is not realistic for a team with hundreds of placements.

Whippy sends each candidate an automatic reminder before their shift, the day before and an hour out, so they show up ready and your team is not the one making the calls.

How it works:

  1. Whippy checks upcoming shifts in Avionté on a daily schedule
  2. The day before, each candidate receives an automatic "you have work tomorrow" SMS
  3. An hour before the shift, a final "your shift starts soon" reminder goes out
  4. Candidate confirms: the recruiter sees they are on track
  5. No response: the recruiter is flagged to follow up

What the candidate sees:

Hi {{Name}}, reminder: you have a shift tomorrow at {{Company}} starting at {{Time}}. Reply C to confirm you'll be there.

The result: Fewer no-shows and fewer uncovered shifts, which protects the client relationships that drive repeat business, without your team spending its mornings chasing people down.

Here is how the workflow is structured:

Flowchart of an automated shift-reminder workflow: a daily check finds upcoming shifts, sends a "shift tomorrow" reminder, then a "starts soon" reminder 1 hour before start. If the shift is confirmed, the recruiter is notified it's on track; if there's no response, the recruiter is flagged to follow up

PHASE 2 • On Assignment

Automated On Assignment Check-ins When a Placement Starts

[ ↑ back to workflows table ]

You know consistent check-ins matter. A quick message on day 3 sets the tone. A follow-up on day 14 catches issues before they become problems. A final touchpoint on day 30 shows candidates they are not just a placement number.

The challenge is not knowing when to reach out. It is having the bandwidth to actually do it, across every active candidate, every single week.

With Whippy, you do not have to choose between staying on top of placements and keeping candidates engaged. The moment a new placement is created in Avionté, Whippy picks up the assignment start date, pulls the candidate data, and takes care of every check-in from there.

How it works:

  1. A placement is created in Avionté with an assignment start date
  2. Whippy detects the new placement via webhook event and pulls candidate data
  3. A check-in message is sent automatically on day 3
  4. A follow-up check-in is sent on day 14
  5. A final check-in is sent on day 30

What the candidate sees:

Hi {{Name}}, you're a few days into your assignment at {{Company}}. How's everything going so far? Anything you need from us?

The result: Every active candidate gets consistent outreach, on time, every time. Your team sets it up once and never thinks about it again.

Here is how the workflow is structured:

Whippy AI workflow automating Avionté placements with webhook triggers, placement data retrieval, and scheduled employee check-in messages on Days 3, 14, and 30

PHASE 2 • On Assignment

Automatic Avionté Profile Update When a Candidate Sends a Document

[ ↑ back to workflows table ]

A candidate texts in their driver's license. Or their ID. Or a PDF. It happens all the time, especially when your team is running candidates through an internal job board or an onboarding process.

And every time it happens, someone has to stop what they are doing, find the candidate in Avionté, and log the document manually. It takes two minutes. Multiply that by every candidate, every week, and you start to feel it.

Whippy detects the incoming attachment, finds the right Avionté contact profile, and logs it back automatically. Your team gets notified. Avionté stays accurate. And nobody had to interrupt their day to make it happen.

How it works:

  1. A candidate sends a document (driver's license, ID, or any attachment) via SMS
  2. Whippy detects the incoming message and attachment
  3. The workflow identifies the corresponding Avionté contact profile
  4. The document is automatically logged back to Avionté
  5. Your team is notified, with no manual data entry required

What the candidate sees:

Got it, {{Name}}! We've received your {{DocumentType}} and added it to your file. Thanks for sending it over.

The result: Candidate profiles stay accurate in real time, so your team can match and place from data they can trust, without doing the data entry.

Here is how the workflow is structured:

Whippy AI and Avionté workflow that automatically matches candidate documents to records, creates new records when needed, logs documents, and notifies recruiters

PHASE 2 • On Assignment

Automated Credential Expiration Alerts Before They Lapse

[ ↑ back to workflows table ]

In many staffing verticals, an expired certification means one thing: your candidate cannot work. And when a credential lapses without anyone noticing, you do not just lose a placement. You risk compliance violations and the client relationship that came with it.

Tracking expiration dates across every active candidate manually is exactly the kind of task that slips through the cracks until it is too late.

Whippy reviews your candidates' credentials in Avionté every day and reaches out automatically before any of them expire, giving candidates time to renew and keeping your placements compliant.

How it works:

  1. Whippy checks credential expiration dates in Avionté on a daily schedule
  2. Any credential nearing its expiration triggers an automatic SMS with renewal instructions
  3. Candidate confirms renewal: the updated credential is logged in Avionté
  4. No response: a reminder is sent as the deadline approaches
  5. The recruiter is notified of any credential at risk

What the candidate sees:

Hi {{Name}}, your {{Credential}} expires on {{Date}}. To keep working without interruption, you'll want to renew before then. Need help getting started?

The result: Your candidates stay compliant and placeable. No lapsed credentials, no preventable losses.

Here is how the workflow is structured:

Flowchart of an automated credential expiration alert workflow: a daily check finds expiring talent certificates and sends a renewal reminder. If renewed, the certificate is updated; if there's no response, a follow-up reminder is sent. Either way, the recruiter is notified of any at-risk credentials

PHASE 3 • Retain & Grow

Automated Tenure Milestone Messages

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Retention does not happen by accident. The candidates who feel seen are the ones who finish their assignment, pick up the next one, and refer their friends. The ones who feel like a number are the ones who quietly disappear.

The hard part is consistency. Celebrating a candidate's first week or checking in at the one-month mark is easy to do once. Doing it for every candidate, at the right moment, is not.

Whippy tracks each candidate's tenure in Avionté and sends a message at the moments that matter, their first week, their first month, a work anniversary, without anyone having to remember.

How it works:

  1. Whippy tracks assignment start dates in Avionté on a daily schedule
  2. At the one-week mark, the candidate receives a "happy first week" message
  3. At later milestones (one month, work anniversary), a check-in goes out automatically
  4. Candidate replies with a concern: the recruiter is notified to step in
  5. Every interaction is logged against the placement

What the candidate sees:

Hi {{Name}}, you've officially completed your first week at {{Company}}! Nice work. How's it feeling so far?

The result: Candidates feel valued at every stage, which means higher retention, more redeployments, and more referrals.

PHASE 3 • Retain & Grow

Automated Birthday Greetings

[ ↑ back to workflows table ]

It is a small thing. A happy birthday text. But in staffing, where candidates have options and relationships are everything, the small things are what set you apart from the agency that only calls when they need something.

The problem is that nobody has time to track hundreds of birthdays and send a personal note to each one.

Whippy does it automatically. Every candidate gets a warm, personal birthday message on their day, with zero effort from your team.

How it works:

  1. Whippy checks candidate birthdays in Avionté on a daily schedule
  2. On a candidate's birthday, a personalized SMS goes out automatically
  3. If the candidate replies, the conversation is routed to their recruiter
  4. Every message is logged against the candidate profile

What the candidate sees:

Happy birthday, {{Name}}! Hope you have a great day, from all of us at {{Agency}}.

The result: Candidates feel remembered, not just recruited. The kind of loyalty that keeps them choosing you over a competitor, and shows up as better retention.

PHASE 3 • Retain & Grow

Automated Referral Outreach

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Your placed candidates know other people who do what they do. They are your best source of new talent, and most of the time you never ask. A referral program only works if someone actually runs it, and that rarely happens consistently.

Whippy reaches out to candidates automatically to ask for referrals at the right moment, when they are happy and engaged, and routes any leads straight to your team.

How it works:

  1. Whippy identifies engaged candidates in Avionté on a schedule
  2. An automatic SMS invites them to refer someone they know
  3. Candidate sends a referral: the lead is captured and the recruiter is notified
  4. No response: a gentle follow-up is sent later
  5. Referral details are logged in Avionté

What the candidate sees:

Hi {{Name}}, glad things are going well at {{Company}}! Know someone looking for work? Refer them and earn {{ReferralBonus}} when they get placed. Reply to refer.

The result: A steady stream of warm referral leads, without anyone having to run a referral program by hand.

PHASE 3 • Retain & Grow

Automated Candidate Follow-up After an Interview

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A candidate goes through an interview and does not get the role. Most agencies go quiet at that exact moment. But that candidate was good enough to interview, which means they are good enough for the next opportunity, if you stay in touch.

Following up with every interviewed-but-not-placed candidate is the kind of high-value task that always loses to whatever is more urgent.

Whippy reaches out automatically after an interview to keep the candidate warm, gauge their interest in future roles, and make sure a good lead does not go cold.

How it works:

  1. Whippy detects an interview outcome in Avionté
  2. For candidates not placed, an automatic follow-up SMS goes out
  3. Candidate is open to future roles: they stay active and the recruiter is notified
  4. No response: a gentle follow-up is sent before closing the loop
  5. Candidate's status and preferences are updated in Avionté

What the candidate sees:

Hi {{Name}}, thanks for interviewing for the {{JobTitle}} role. That one didn't work out, but we'd love to keep you in mind for similar openings. Still interested? Reply YES.

The result: Interviewed candidates stay in your pipeline instead of going to a competitor. Every interview becomes an investment, not a one-time shot.

PHASE 4 • Re-Engage

Re-Engage Candidates When a New Job Opens in Avionté

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When a new job opens, most recruiters go straight to Indeed. Not because the right candidates aren't in Avionté already. Because finding them manually takes time nobody has.

That database your team spent years building sits untouched while you pay for leads you may already have.

The moment a new job is created in Avionté, Whippy pulls the matching candidates, reaches out automatically, and updates Avionté with every response. Your recruiters skip the search and go straight to the follow-up.

How it works:

  1. Whippy detects a new job created in Avionté
  2. Matching candidates are pulled from Avionté
  3. An SMS is sent to each candidate automatically
  4. No response after 2 days: a reminder goes out
  5. Candidate shows interest: recruiter is notified and Avionté is updated
  6. Candidate is not interested: status is updated in Avionté

What the candidate sees:

Hi {{Name}}, a new {{JobTitle}} role just opened at {{Company}} that fits your background. Interested? Reply YES and I'll send details.

The result: Every new job searches your existing database before anyone opens a job board.

Here is how the workflow is structured:

Whippy AI and Avionté recruiting workflow that automatically sources candidates, sends SMS outreach, tracks responses, notifies recruiters, and updates candidate statuses

PHASE 4 • Re-Engage

Re-Engage Candidates When an Assignment Ends

[ ↑ back to workflows table ]

Your best candidates are the ones you have already placed. They know your process. They have a track record. And when their assignment ends, they are available.

The problem is timing. By the time a recruiter thinks to reach out, the candidate has already moved on.

Whippy detects when an assignment in Avionté is approaching its end date and reaches out automatically. No manual tracking, no missed windows.

How it works:

  1. Whippy detects an assignment end date approaching in Avionté
  2. An outreach message is sent to the candidate automatically
  3. Candidate is available: recruiter is notified and Avionté is updated
  4. No response: a reminder goes out
  5. Candidate is not available: status is updated in Avionté

What the candidate sees:

Hi {{Name}}, your assignment at {{Company}} wraps up on {{Date}}. Ready for what's next? We have new openings. Reply YES and let's line one up.

The result: Your placed candidates become a pipeline. Every assignment end becomes a redeployment opportunity.

Here is how the workflow is structured:

Whippy AI and Avionté workflow that automatically contacts candidates before placement completion, captures availability responses, notifies recruiters, and updates talent status records

PHASE 4 • Re-Engage

Re-Engage Candidates When They Go Quiet

[ ↑ back to workflows table ]

Every database has them: candidates who were great, who you placed before, and who simply went quiet. They are not gone. They are just waiting to hear from someone, and usually that someone is a competitor.

Manually tracking who has not worked in a while, and reaching out before they drift, is the kind of task that never makes it to the top of the list.

Whippy watches for candidates who have gone inactive and reaches out automatically to bring them back into the pipeline, turning a dormant database into a living one.

How it works:

  1. Whippy checks for candidates with no recent activity in Avionté
  2. Once a candidate crosses the inactivity threshold, an automatic SMS goes out asking if they are still looking
  3. Candidate is interested: the recruiter is notified and Avionté is updated
  4. No response: a follow-up is sent before closing the loop
  5. Candidate opts out: their status is updated in Avionté

What the candidate sees:

Hi {{Name}}, it's been a while! Are you still open to new opportunities? We'd love to help you find your next role. Reply YES if you're looking.

The result: Your existing database becomes a source of placements again, without paying to source the same people twice.

PHASE 5 • Data & Compliance

Automated Candidate Newsletters

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Staying top-of-mind between placements is what keeps your agency the one a candidate calls first. But sending regular updates to your whole talent pool by hand is a job nobody has time for.

Whippy sends curated updates, new openings, industry news, company updates, to your candidates on a regular cadence, keeping your pipeline warm without manual effort.

How it works:

  1. Whippy pulls the target candidate audience from Avionté on a schedule
  2. A curated newsletter goes out automatically via SMS or email
  3. Candidate engages with a job or replies: the recruiter is notified
  4. Engagement is logged against the candidate profile

What the candidate sees:

Hi {{Name}}, here's what's new this month: {{OpenRoles}} open roles, plus tips to land your next assignment. Anything catch your eye? Reply to chat.

The result: A talent pool that stays warm and engaged, so your next opening fills faster.

PHASE 5 • Data & Compliance

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If your team sends marketing or job-alert messages, you need documented consent. Collecting and tracking that consent manually is error-prone, and getting it wrong carries real regulatory risk.

Whippy collects and records candidate consent automatically, keeping your outreach compliant and your database clean.

How it works:

  1. Whippy identifies candidates without recorded consent in Avionté
  2. An automatic message requests consent for future outreach
  3. Candidate consents: their preference is logged in Avionté
  4. Candidate declines: they are flagged and excluded from future campaigns
  5. All responses are recorded for compliance

What the candidate sees:

Hi {{Name}}, this is {{Agency}}. We'd like to send you job alerts and updates by text. Reply YES to opt in, or STOP to opt out anytime.

The result: A compliant, opt-in database you can reach with confidence, with the record-keeping handled for you.

PHASE 5 • Data & Compliance

Automated Database Cleanup

[ ↑ back to workflows table ]

A messy ATS quietly costs you placements. Wrong owners, outdated statuses, duplicate records, the kind of mess that builds up over years and makes everything downstream slower and less reliable.

Whippy keeps Avionté clean automatically, updating ownership and statuses based on rules your team defines, so the data stays accurate without manual upkeep.

How it works:

  1. Whippy runs a scheduled check across records in Avionté
  2. Records are updated based on your rules (owner by branch, status by activity)
  3. Outdated or unreachable records are flagged for review
  4. Changes are written back to Avionté automatically
  5. The team gets a summary of what was updated

What happens behind the scenes:

No message goes out. Whippy updates ownership and statuses in Avionté automatically, based on your team's rules.

The result: A clean, reliable database your team can trust, without anyone spending hours on manual cleanup.

PHASE 5 • Data & Compliance

Automated Client Outreach and Follow-up

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Your candidates are not the only relationship that needs tending. Clients go cold too, and re-engaging them, or following up after a proposal, is the kind of business development that slips when recruiters are busy delivering.

Whippy automates client-side outreach, reaching out to new, existing, or inactive client contacts and following up so opportunities do not stall.

How it works:

  1. Whippy identifies client contacts in Avionté to reach or follow up with
  2. An automatic, personalized message goes out to the contact
  3. Contact responds: the conversation is routed to the account owner
  4. No response: a structured follow-up is sent
  5. All activity is logged against the client record in Avionté

What the client contact sees:

Hi {{ContactName}}, it's {{RepName}} at {{Agency}}. We have qualified candidates ready for roles like the ones your team fills. Worth a quick chat this week?

The result: Client relationships stay active and opportunities keep moving, which means more open orders to fill, without business development falling off your team's plate.

What Your Team Gets Back

Every task Whippy automates is time your recruiters can put toward filling roles, keeping candidates engaged, and growing the business. Faster fills, better retention, and a team that finally operates at the level it is capable of.

These workflows are just a starting point. The right mix for your team depends on how you operate, whether you run one branch or eight, and Whippy is built to match that.

Ready to see it in action?

Book a demo ↗

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