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Track Professional CE Credits So No License Ever Lapses

Licensed professionals must earn continuing education credits by strict deadlines or lose their license. Track each person's credit progress against requirements and prompt before shortfalls.

difficulty Beginnersetup 25 minresult Every professional meets their CE requirements on time — no license ever lapses from a credit shortfall discovered too late.
  1. 1

    Log Requirements and Credits

    Record each professional's CE requirement and credits earned.

  2. 2

    Track the Progress

    Add a Schedule Trigger computing the gap to requirement as the deadline nears.

  3. 3

    Prompt Early

    Add a Gmail node warning of shortfalls with time to earn credits.

  4. 4

    Confirm Compliance

    Log completion to close the cycle.

  5. 5

    Activate and Test

    Activate the workflow with a behind test professional. Confirm the prompt fires.

Frequently asked questions

What's at stake?

A lapsed license can halt a career — early credit tracking prevents the year-end scramble or worse.

Category requirements?

Some licenses require credits in specific categories — track each so a total that's short in ethics still flags.

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