HR & RECRUITING
Staggered License Renewal Reminders from Airtable
Scans an Airtable credentials register each morning and emails employees staged renewal reminders at 90, 60, 30, and 7 days before their license expires.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionFetch active credential rows from AirtableAirtable
- LogicBucket by 90/60/30/7-day window, skip already-sent
- ActionEmail staged renewal reminder to employeeGmail
- OutputStamp reminder stage + timestamp back to AirtableAirtable
What it does
Reads your Airtable register of employee licenses and certifications, computes days-to-expiry for each active record, and sends the right reminder for the right window. Each employee receives one well-timed email per threshold instead of a daily barrage, and every send is stamped back to the record.
When to use it
Use this when you track professional credentials (nursing licenses, CDLs, CPA, OSHA cards) in Airtable and want renewals handled proactively without an HR coordinator manually combing the sheet every week.
How it works
- 1A daily schedule fires the run early in the morning.
- 2The flow pulls all active credential rows from Airtable.
- 3A logic step buckets each row by days-to-expiry into the 90 / 60 / 30 / 7 day windows and skips anything already reminded for that window.
- 4For each due credential, a personalized renewal email goes to the employee via Gmail with the credential name, expiry date, and renewal instructions.
- 5The matching Airtable record is updated with the reminder stage and timestamp so the next run won't repeat it.
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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