HR & RECRUITING
Escalate Compliance-Blocking Credential Lapses to Managers
Each day it finds credentials that have already expired or expire within 48 hours and are flagged compliance-blocking.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionQuery compliance-blocking lapses in PostgresPostgres
- LogicGroup by manager, split expired vs. expiring-soon
- ActionDirect-message the manager in SlackSlack
- OutputOpen assigned remediation ticket in LinearLinear
What it does
This is the escalation tier of credential tracking. Where gentle reminders failed, this flow catches credentials that have lapsed or are about to lapse and are marked as required-to-work, and forces a response: it pings the manager directly and creates an owned ticket so the gap is visible and assigned.
When to use it
Use it when an expired credential legally or contractually bars someone from doing their job (a lapsed medical license, an expired forklift cert, an out-of-date background check) and a missed email is not an acceptable outcome.
How it works
- 1A daily schedule triggers the check.
- 2The flow queries the credentials register in Postgres for rows where the credential is compliance-blocking and the expiry date is past or within 48 hours.
- 3A logic step groups the lapses by manager and severity (already-expired vs. expiring-soon).
- 4Each affected manager gets a direct Slack message naming the employee, the credential, and the deadline.
- 5A tracking ticket is opened in Linear assigned to the manager so the remediation is owned and auditable.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect LinearIssues, projects, cycles, triage.
- 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.
More HR & Recruiting workflows
Day-one readiness orchestrator across all onboarding owners
An agent-driven coordinator that, when a hire is launched, plans the full provisioning program across IT, Facilities, and Finance, opens the work in your tracker.
Assemble and send the debrief packet after the final interview
Triggered when a candidate's final interview ends on the calendar, it waits a short window for scorecards, compiles the aggregated packet to Google Drive.
Credential Renewal Evidence Verification Agent
When an employee replies with a renewed credential document, an agent reads the attachment, extracts the new expiry date and credential number.
New-Hire Credential Intake to Renewal Calendar Holds
When a new credential is added to the tracker, it validates the record, files the document.
New-hire equipment order email to IT and vendor
On a scheduled lead-time before each start date, drafts and sends an equipment order email (laptop, monitor.
Loom intake to req-tracker row in Airtable
Transcribes a hiring manager's Loom intake, scores the brief for completeness, and either logs a ready req in Airtable or routes incomplete intakes to a follow-up Slack ping.
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.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.