HR & RECRUITING
Certification Renewal Calendar Blocker
When a certification crosses 45 days from expiry, it books a renewal task on the employee's Google Calendar and emails them the booking so the renewal work gets scheduled time.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily expiry-window scan
- ActionRead 45-day cert rows from AirtableAirtable
- LogicSkip holders already booked this cycle
- ActionCreate renewal event on holder's calendarGoogle Calendar
- ActionEmail booking confirmation to holderGmail
- OutputRecord calendar block in AirtableAirtable
What it does
This workflow converts an upcoming expiry into protected time on the calendar. As each credential reaches 45 days before lapsing, it creates a calendar event for the renewal and notifies the holder, so the task lands on their schedule instead of an easily-ignored email.
When to use it
Reach for this when renewals require real effort — booking an exam, attending a class, gathering CE hours — and a one-line reminder isn't enough. Putting a dated block on the calendar dramatically raises the odds the renewal actually happens.
How it works
- 1A daily schedule scans for credentials hitting the 45-day-before-expiry mark.
- 2It reads matching rows from the Airtable certification register.
- 3A logic step skips anyone who already has a renewal event booked for this cycle.
- 4For each remaining holder it creates a Google Calendar event titled with the certificate and a target completion date a week before expiry.
- 5Gmail sends a confirmation noting the booked time and what's required.
- 6The Airtable row is updated to record that a calendar block was created.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Google CalendarEvents, attendees, availability.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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