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Create JazzHR follow-up tasks for candidates

A candidate reaches Interview, the interviewer is told once, and two weeks later nobody has sent feedback because no task was ever created.

Cotlet does it in your own JazzHR account with list_candidates, list_tasks and create_task, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can JazzHR do this on its own?

The JazzHR REST API can list and read tasks and has no call to create one (checked 20 Oct 2026). Workflow helpers create the same task for every candidate who enters a stage, and nothing in the product creates it by a rule on the candidate.

How you do it in JazzHR today

  1. A recruiter creates a task from the Dashboard through the down-arrow next to Create A Job and Create Task, or from a profile through the green plus sign in the All Tasks section.
  2. Choosing Notify by email sends the assignee an email that includes a Go to Candidate button.
  3. The repeatable version is a workflow helper: under Settings > Workflows a stage gets an Add Task helper with a title, notes and an Assign To person.
  4. A helper fires for every candidate on that stage, so a task for only some candidates, or with a due date the helper cannot compute, is still made by hand.

How to create JazzHR follow-up tasks for candidates

Prompt

For every candidate who reached Interview this week with no task on their profile, create a task for the hiring lead due in two days: "Send interview feedback", and notify by email.
  1. 01

    Find who needs a task

    list_candidates reads the candidates of the job in the stage you named. The agent keeps those who moved there inside your window and drops anyone already in a closing status.

  2. 02

    Check what already exists

    list_tasks reads the task list. A candidate who already has an open task with the same title is skipped, so running the job twice does not double up.

  3. 03

    Pick the assignee

    The task goes to the person you named, for example the hiring lead on the job. If the name does not match a user, the agent stops and asks instead of guessing.

  4. 04

    Create the task

    create_task adds the title, notes and due date to the candidate. With notify_by_email on, the assignee gets an email, so each call asks for your OK by default.

  5. 05

    Report what was created

    The agent lists each task with its candidate, assignee and due date, plus the candidates it skipped and why.

What you get back

Example data

Candidates in Interview since Monday: 7
Tasks created: 5, assigned to Maria Costa, due in 2 days
Skipped, task already exists: 2
Email notice sent: 5

Other ways to ask

  • Create a task for the recruiter to send the rejection email 3 days after a candidate lands in Not Hired.
  • Every Monday, create one task per Open job: "Review sources and refresh the posting".
  • List the candidates who would get a task, but create nothing.

What JazzHR allows, and what to know first

  • A JazzHR task can be created from the Dashboard, a candidate profile or the Jobs page.
  • The Notify by email option sends the assignee an email, and the notice includes a Go to Candidate button for that profile.
  • Workflow helpers can add a task with a title, notes and an Assign To person when a candidate enters a stage.
  • The JazzHR API only reads tasks, so any task made by an agent goes through the signed-in app.

create_task asks for your OK by default. To run it daily without you, switch confirmation off for that tool in your dashboard.

Sources: JazzHR Help: Creating and Managing Tasks · JazzHR Help: Add and Use Workflow Helpers · JazzHR API reference

Call create_task from a script

curl

curl -X POST https://cotlet.dev/api/v1/jazzhr/candidates/prospect_20261016_77ad/tasks \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title":"Send interview feedback","assign_to":"Maria Costa","due_date":"2026-10-22","notify_by_email":true}'

Example response

{
  "task_id": "task_20261020_c17",
  "candidate_id": "prospect_20261016_77ad",
  "title": "Send interview feedback",
  "assigned_to": "Maria Costa",
  "due_date": "2026-10-22",
  "notified": true
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is jazzhr_write → create_task. Example data.

Schedule it in n8n, Make, Zapier or cron

JazzHR tools this automation uses

Cotlet JazzHR tools used to create JazzHR follow-up tasks for candidates
Tool Parameters
list_candidates job_id, stage, name, applied_since, rating, cursor
list_tasks status, from_date, to_date, cursor
create_task candidate_id, title, assign_to, due_date, notes, notify_by_email
All 13 JazzHR tools with descriptions

Frequently asked questions

Is it safe to connect JazzHR to Cotlet?

Yes. You sign in to JazzHR yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get JazzHR once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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