Track Expiring Compliance Documents and Chase Renewals
Stay audit-ready — monitor certifications, licenses and insurance documents for expiry and automatically remind owners to renew before they lapse.
- 1
Schedule the Check
Add a
Schedule Triggerrunning daily over your document register. - 2
Find Expiring Documents
Add an
Airtablenode returning documents expiring within 60 days. - 3
Remind the Owner
Add a
Gmailnode reminding the responsible owner to start the renewal with the document details. - 4
Escalate If Ignored
Add a scheduled check that escalates to a manager in Slack for documents within 14 days of expiry.
- 5
Activate and Test
Activate the workflow and set a test document to expire soon. Confirm reminders and escalation work.
Frequently asked questions
Can I store the renewed document?
Yes — provide an upload link so owners submit the new document and the register updates automatically.
What about recurring certifications?
Set the next expiry when a renewal is logged so the cycle continues without manual re-entry.
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