HR & RECRUITING
Weekly Team Credential Compliance Digest
Every Monday it compiles the full credential picture across the team — expired, expiring this month, and missing-document records.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule
- ActionRead full credential register from AirtableAirtable
- LogicSort into expired / expiring / missing-doc + counts
- ActionPost compliance digest to HR Slack channelSlack
- OutputEmail summary to leadership via GmailGmail
What it does
Gives leadership and HR a recurring, at-a-glance view of credential health instead of per-employee noise. It rolls up everything in the register into three clear lists — already expired, expiring in the next 30 days, and records missing proof — and delivers one digest the team can act on in their Monday standup.
When to use it
Use it when managers keep asking "are we covered?" and you want a dependable weekly answer that surfaces drift early, without anyone opening the raw tracker.
How it works
- 1A weekly Monday-morning schedule triggers the run.
- 2The flow reads the full credential register from Airtable.
- 3A logic step sorts records into expired, expiring-within-30-days, and missing-document groups and computes summary counts.
- 4A formatted digest is posted to the HR Slack channel with the three sections and totals.
- 5The same summary is emailed to leadership via Gmail for an off-platform record.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.