HR & RECRUITING
Certification Renewal Booking Coordinator
For credentials requiring an instructor-led renewal, an agent reads the register, books a renewal slot on the shared training calendar.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule starts coordination run
- ActionRead instructor-led credentials due for renewal from AirtableAirtable
- LogicAgent matches employees to open sessions with capacity
- ActionBook seat and invite on Google CalendarGoogle Calendar
- ActionEmail employee session details and prepGmail
- OutputWrite booked session date back to AirtableAirtable
What it does
Handles the credentials that cannot be self-renewed online and require an in-person or instructor-led session. For each employee approaching expiry, an agent finds an open renewal class on the shared training calendar, reserves a seat, and sends the employee an invite with location, prerequisites, and what to bring.
When to use it
Use this for hands-on certifications like first aid, equipment operation, or safety drills where renewal means attending a scheduled class, not clicking a button. It removes the back-and-forth of coordinating who needs which class by when, and proactively fills available training sessions.
How it works
- 1A daily schedule starts the coordination run.
- 2The agent reads the certification register from Airtable for credentials needing instructor-led renewal within the booking window.
- 3It checks Google Calendar for upcoming renewal sessions of the matching course type and available capacity.
- 4Using judgment on timing and seat availability, the agent creates a calendar event reserving the employee's seat and invites them.
- 5It emails the employee via Gmail with session details and prep instructions, then writes the booked session date back to Airtable.
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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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

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