HR & RECRUITING
Certification Expiry 30-Day Nudge
Each morning, scans an Airtable certification register for credentials expiring in the next 30 days and emails each employee a personalized renewal reminder with their…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily 8:00 AM schedule
- ActionQuery Airtable for certs expiring in 30 daysAirtable
- LogicFilter out renewed or recently-reminded rows
- ActionEmail each holder a personalized reminderGmail
- OutputStamp Airtable row with reminder dateAirtable
What it does
This workflow keeps employees ahead of their certification deadlines. Every morning it reads your Airtable register of active certifications, finds the ones lapsing within 30 days, and sends each owner a tailored email reminder so renewals happen before anything goes stale.
When to use it
Run this when your team holds recurring credentials — OSHA cards, CPR, food-handler permits, professional licenses — and you want gentle early warnings that reach people while there's still time to act, without an HR coordinator manually combing a spreadsheet.
How it works
- 1A daily schedule fires at 8:00 AM.
- 2The workflow queries the Airtable "Certifications" table for rows where the expiry date falls within the next 30 days and status is still Active.
- 3A filter step drops any record already marked Renewed or where a reminder was sent in the last 7 days.
- 4For each remaining record it composes a personalized message naming the certificate, the holder, and the exact expiry date.
- 5Gmail sends the reminder to the employee.
- 6The workflow stamps the Airtable row with the reminder date so the same person isn't nudged twice in one week.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.