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Refresh Offer Letters

Refresh unsent offer drafts from your updated template

Use this Agent instantly or customize it - no programming needed

Refresh pending offer letters for recruiter review
Reads
  • Offer template edit
    Offer template edit

    An edit to your chosen offer letter template starts a refresh of pending letters.

  • Current offer template
    Current offer template

    Your current template supplies the latest wording, placeholders, and revision.

  • Approved offers
    Approved offers

    Your offer list supplies signed-off candidate terms and shows which letters remain unsent.

  • Template field mapping
    Template field mapping

    Your saved mapping ties template placeholders to the approved values for each candidate.

  • Review destination
    Review destination

    Your private folder and recruiter email address tell the Agent where to place drafts and send the review.

Document editor
Document editor

monday.com watches the offer template and keeps editable review drafts.
Approved offer list
Approved offer list

Your approved offer list holds approved candidate terms and shows which letters remain unsent.
Approved offer list
Are there no approved offers awaiting a letter?YesNo
Email the recruiter that no letters need refreshing
Writes
  • Recruiter review email
    Recruiter review email

    Your recruiter receives draft links and blockers, or a note that no letters needed updating.

Email app
Email app

Your email app sends the recruiter private review links and issues to resolve.
Email app
Flag offers with missing or conflicting approved terms
Writes
  • Offers needing correction
    Offers needing correction

    Your recruiter sees each candidate's missing field, conflicting clause, or failed draft check.

Create or reuse drafts and check approved terms
Writes
  • Review draft links
  • Offers needing correction
    Offers needing correction

    Your recruiter sees each candidate's missing field, conflicting clause, or failed draft check.

Email the recruiter draft links and blockers
Writes
  • Recruiter review email
    Recruiter review email

    Your recruiter receives draft links and blockers, or a note that no letters needed updating.

This Agent starts when your chosen offer letter template changes. It finds approved, unsent offers and checks their terms. It creates checked drafts and emails the recruiter links or blockers.

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Made for your industry

Refresh Offer Letters is made for businesses in these industries.

Made for your role

Refresh Offer Letters is made for people in these roles.

Made for your department

Refresh Offer Letters is made for people in these departments.

How Refresh Offer Letters works

6 steps, in order, on every run.

  1. Read Updated TemplateRead the latest wording and placeholders from the offer letter template you chose.
  2. Find Pending OffersFind offers with approved terms that have not been sent to candidates.
  3. Check Candidate TermsMatch template fields to approved terms. Flag missing details or wording that contradicts those terms.
  4. Create Review DraftsCreate editable copies in your private review folder. Reuse an existing copy for the same candidate and template revision.
  5. Verify Draft TermsCheck each new draft against approved terms and required fields. Withhold links to drafts that fail.
  6. Email Review LinksEmail the recruiter links to checked drafts and specific blockers. Report when no letters need refreshing.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Microsoft Outlook or Airtable.

24 tools
Set your rules
  • Choose the approved offer letter template document and a private folder where the recruiter can review new draft copies.
  • Choose the hiring offer list and define the status that means candidate terms are signed off and the letter has not been sent.
  • Map the template placeholders to the offer list's candidate name, role, pay, start date, work location, and any other approved terms used in the letter.
  • Set the recruiter's email address and require the recruiter to approve each new draft before it is sent to a candidate.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Refresh Offer Letters:

What do I need to set up?

Choose your template, private review folder, and offer list. Set the unsent status, field mappings, and recruiter email address.

Will candidates receive these letters automatically?

No. Your recruiter gets review links and decides whether to send each letter to its candidate.

What if a template clause conflicts with an approved offer?

Your recruiter sees the conflict in the email. They can resolve it before sending the letter to a candidate.

What if no offers need new letters?

Your recruiter gets an email saying the template changed, but no letters needed refreshing.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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