Annual certification or training reminders

Purpose

1.1. Automate the process of sending annual certification or training reminders to midwifery staff to maintain compliance, minimize manual tracking, and ensure mandatory training is never overdue.
1.2. Automating documentation and notification workflows to support regulatory requirements and streamline team management across maternity care organizations.
1.3. Enable automated tracking, escalation, and acknowledgment to reduce risk and administrative overhead for healthcare teams.

Trigger Conditions

2.1. Automated trigger based on upcoming certification/training expiry date set in staff profiles.
2.2. Automated calendar-based trigger (e.g., 30/15/7 days before due date).
2.3. Automated new hire onboarding or role change event triggers reminder creation.
2.4. Manual trigger by admin for urgent or exceptional compliance needs.

Platform variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable SMS API to automate sending reminder texts based on expiry dates.
• Sample Config: Configure webhook with staff expiry data mapped to phone numbers and schedule SMS jobs.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns to automate personalized email reminders.
• Sample Config: Connect staff database to dynamic contact list; schedule and automate campaign sends.
3.3. Slack
• Feature/Setting: Automate reminders in private/team channels using Scheduled Messages API.
• Sample Config: Trigger bot message on schedule referencing certification due date.
3.4. Microsoft Teams
• Feature/Setting: Automate direct message reminders via Teams API and adaptive cards for acknowledgment.
• Sample Config: Set automated flow that pushes reminders to relevant users based on expiry calendar.
3.5. Google Calendar
• Feature/Setting: Automate event creation for training expiry, sending automated email pop-ups.
• Sample Config: Script triggers for calendar event creation and notification automation.
3.6. Outlook Calendar (Microsoft Graph API)
• Feature/Setting: Trigger automated meeting reminders for required training with RSVP links.
• Sample Config: Map staff and expiry data, automate event creation through Graph API calls.
3.7. Zapier
• Feature/Setting: Automate conditional workflows triggered on expiry data changes.
• Sample Config: Map Google Sheets or CRM to Email/SMS/Task apps for automated reminders.
3.8. Asana
• Feature/Setting: Automated task creation for due certifications using API/webhooks.
• Sample Config: Create recurring projects/tasks based on HR data expiry fields.
3.9. Trello
• Feature/Setting: Automate card creation and due-date reminders on certification boards.
• Sample Config: Link HR spreadsheet, automate card population and reminders.
3.10. Monday.com
• Feature/Setting: Automated notification rules for upcoming expirations.
• Sample Config: Custom automations using expiry status to trigger notification pulses.
3.11. Salesforce
• Feature/Setting: Workflow automation and email alerts using Process Builder.
• Sample Config: Automate Next Steps in Service Cloud upon nearing expiry.
3.12. HubSpot
• Feature/Setting: Automated workflows for reminders via email/SMS to staff contacts.
• Sample Config: Automated sequence triggers based on custom field expiry dates.
3.13. BambooHR
• Feature/Setting: Automate email alerts and tasks for certifications using Triggers.
• Sample Config: Expiry dates trigger custom workflow for reminders.
3.14. Workday
• Feature/Setting: Workflows to automate scheduled reminders for expiring certificates.
• Sample Config: HRIS expiry tracking triggers workflow alerts to employees.
3.15. Zoho People
• Feature/Setting: Automated expiring document reminders using Workflow Rules.
• Sample Config: Auto-email to staff when expiry field triggers rule.
3.16. Intercom
• Feature/Setting: Automate in-app messaging or email reminders to users.
• Sample Config: Automated messaging flow when certification is due.
3.17. Notion
• Feature/Setting: Database relations and automations to generate reminder pages/notes.
• Sample Config: Use template buttons and reminder properties for automation.
3.18. Airtable
• Feature/Setting: Automate running scheduled notifications based on table expiry dates.
• Sample Config: Script block or automation running reminders on relevant records.
3.19. Freshdesk
• Feature/Setting: Automator to create tickets for compliance reminders.
• Sample Config: Automate trigger when expiry/renewal field is reached.
3.20. Discord
• Feature/Setting: Automated DM or channel notification via webhook.
• Sample Config: Scheduled bot pushes reminders to relevant users/channels.

Benefits

4.1. Automating reminders ensures no certification lapses and compliance is maintained automatically.
4.2. Manual effort is minimized by automating task creation, escalation, and notification.
4.3. Certified audit trails from automated notification workflows support regulatory reviews.
4.4. Scales automatedly with team size and staff changes, reducing admin risk.
4.5. Automated reductions in penalty or risk by not missing training windows.