In this article, you will learn how to set up Automation Rules in Brainner to automatically advance or reject candidates based on score, criteria, or profile insights — helping you streamline your screening process and save time.

In this tutorial, we walk through how to set up Automation Rules in Brainner. Now you can automatically advance or reject candidates based on rules you define, helping you save hours of manual screening.

With Automations, you can take action based on:

In this short demo, we’ll show you how it works and how to set up your first rule.

💬 Have questions? Reach out at support@brainner.ai

How to Set Up Automation Rules

Admins can configure rejection emails in Brainner by setting up an email domain and creating reusable email templates. Templates define the sender details, subject, content, and archive reasons they apply to. When a candidate is archived with a matching reason, Brainner prompts the user to send the rejection email automatically. 

This video walks you through how to configure rejection emails in Brainner, from setting up the sending domain to creating and testing email templates.

This setup helps ensure candidates receive timely, clear, and consistent communication whenever they are no longer moving forward in the hiring process.

▶️ Watch the video below to see the full setup step by step.

Setting Up Rejection Emails in Brainner

Customizing the Candidates Table helps you surface the most relevant information at a glance and streamline your candidate review workflow, with your preferences saved automatically for future sessions.

Brainner allows you to customize the Candidates Table so you can control which candidate data and AI insights are visible while reviewing applicants. This helps you focus on the signals that are most relevant to your screening process.

In this article, you’ll learn how to show, hide, and reorder columns in the Candidates Table. Your column configuration is saved per user and job, ensuring the table is displayed the way you prefer each time you review candidates.

How to Customize columns in the Candidates Table

Customizing the Candidate Profile View helps you review candidates faster by prioritizing the information and insights that matter most to you, with your layout saved automatically for future use.

customize how candidate information and AI insights are displayed within the Candidate Profile

. This helps you focus on the sections that are most relevant to your workflow and review candidates more efficiently.

In this article, you’ll learn how to personalize the Candidate Profile View by showing, hiding, and reordering sections. Your configuration is saved per user, so every candidate profile opens with the layout you prefer.

How to Customize the Candidates Profile View

Brainner’s filters help you quickly narrow down your candidate pool to the top 10–15% of best-aligned candidates, making shortlisting faster while keeping the process objective and transparent.

When managing a high volume of applicants, the key is to quickly identify the candidates who are most aligned with the role. Brainner supports this by evaluating candidates against job-specific requirements defined by your team, helping you focus on what matters most during screening.

In this article, you’ll learn how to use Brainner’s filters and sorting tools to narrow your candidate pool down to the top 10–15% of candidates, allowing you to shortlist efficiently while maintaining transparency and full human control over hiring decisions.

How to Shortlist Candidates

This tutorial walks you through how to export a candidate's report as a PDF in Brainner and how to share a link to the full candidate profile. Whether you need a file for offline review or want to collaborate with others directly in Brainner, this guide covers both options step by step.

Whether you need to share insights with a hiring manager or you're preparing for a client call, Brainner makes it easy to export or share a candidate's information in just a few clicks.

Follow these steps to download or share a candidate report:

1)	Go to the “Candidates” tab in your Brainner dashboard and click on the candidate’s name whose report you want to view.

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2)	Once inside the candidate’s profile, click on the three dots (⋮) in the upper right corner and select “Print Report” from the dropdown menu.

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3)	When the report preview opens, simply save the file as a PDF to your device.

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This report is ideal for attaching to an email or internal notes.

If you prefer not to download a file, you can also share a live link to the candidate's report:

The recipient will be able to view the full report directly in Brainner, including the resume, screening insights, and any responses to custom questions.

You can copy either of these links, depending on your need:

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This option is especially helpful when collaborating with team members or clients who already have access to Brainner.

Need help or want to learn best practices? Reach out to 

How to Download (PDF) or Share (URL) Candidate Reports

By following these three steps—searching your job, customizing criteria, and shortlisting candidates—you can start using Brainner immediately and focus on reviewing the candidates that matter most.

Getting Started with Brainner: A Step-by-Step Guide

This guide explains how to add new members to your team in Brainner. It outlines the steps to log in, navigate to the Members tab in Settings, and invite new members by entering their name and email.

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How to add New Members to my Team

In this guide you will know how to fully configure your Workable integration with Brainner.

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Setting up the Workable integration

In this guide you will know how to fully configure your Recruitee integration with Brainner.

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Setting up the Recruitee integration

In this guide you will know how to fully configure your Lever integration with Brainner.

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Setting up the Lever integration

In this guide you will know how to fully configure your Greenhouse integration with Brainner.

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Setting up the Greenhouse integration

This tutorial provides best practices for defining effective resume screening criteria using Brainner’s AI-powered tool. By following these guidelines, recruiters can enhance the accuracy, efficiency, and fairness of their candidate evaluations, ensuring that top talent is identified quickly and objectively.

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3) Review Candidates & make decisions

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