Use Case Spotlight: Automating Custom Employment Offers with Conditional Logic in Intellistack Streamline

Intellistack Streamline’s no-code workflow builder allows you to create processes that include documents, forms, eSignatures, and more; each with unique configurations to make them even more powerful. For example, conditional logic within document templates enables you to save time, reduce risks, and operationalize repeatable templates. 

Human Resources is one example department that benefits from conditional logic within document templates. HR teams are constantly navigating a mix of job roles, contract types, and candidate scenarios, so conditional logic gives them a smarter way to personalize documents without creating a mess of templates. In this blog I will showcase how conditional logic can turn a single employment offer template into a dynamic, personalized experience that adapts to each candidate automatically, without the need to make manual edits.

The Challenge: Numerous Individual Offer Templates

Human Resources teams often manage multiple offer letter templates to accommodate different job types, employment statuses, and compensation structures. This typically means either:

• maintaining multiple versions of an offer letter for various scenarios, or
  
• manually editing individual offer letters to tailor content before sending them to candidates.
  
  

Both approaches create inefficiencies and increase the risk of errors, like including incorrect benefit details or omitting key employment terms.

The Solution: Conditional Logic in Document Builder

Using Conditional Logic in Intellistack Streamline’s document builder, HR teams can now maintain one master offer letter template and dynamically include or exclude specific sections of text based on variables defined earlier in the workflow (e.g., job type, salary band, location).

Here’s how it works:

• When configuring the document template, HR can highlight specific text sections (like relocation packages, stock option details, or union clauses) and set them to conditionally display based on previously captured form data.

• Conditions can be simple (e.g., “Job Type = Remote”) or more complex using multiple criteria.

• When a workflow runs, only the relevant content appears in the candidate’s offer letter, creating a fully customized document automatically.
  
  

The Impact

• Time Savings: HR teams reduced manual editing by 80%, enabling them to issue offer letters within minutes instead of hours.
  
• Error Reduction: Eliminating manual edits means fewer compliance issues and improved candidate experience.
  
• Scalability: The same template easily supports new job classifications or benefit packages without the need to create more templates.
  
  

Key Takeaways

Conditional Logic allows HR teams to simplify and scale document management while still delivering a personalized candidate experience. This use case highlights how the feature reduces administrative overhead and ensures every candidate gets the right offer, the first time. Log into your Intellistack Streamline account today to use this feature on your documents.