Automated CEU and Certification Expiry Reminders
Every morning, WebRun opens MemberClicks, finds members whose CEU requirements or professional certifications expire within 90, 30, or 7 days, drafts a personalized compliance reminder email for each, and posts a review queue to Slack so staff can approve before any reminder is sent.
How do I automatically remind members about expiring CEU requirements and certifications?
WebRun opens MemberClicks every morning, finds members whose CEU credits or certifications expire within 90, 30, or 7 days, and drafts a personalized compliance reminder in Gmail for each one, noting the credential, the gap, and approved course links. Staff review and approve every draft in Slack before any reminder reaches a member.
- Members are reminded of expiring CEU requirements at 90, 30, and 7 days before the deadline
- Every reminder is personalized with the member's specific credential gap and course links
- Members who complete requirements are automatically removed from future reminder runs
Built for professional associations · credentialing bodies · membership compliance staff · licensing boards
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
memberclicks.comin a real browser with your saved login - no setup, no API keys. -
1
MemberClicks - find members with expiring CEUs or certifications
memberclicks.com
WebRun opens MemberClicks to find members with expiring CEUs or certifications. - Open MemberClicks and navigate to the member directory filtered by CEU or certification expiry date
- Identify members whose CEU deadline or certification expiry falls within the next 90 days
- Segment members into three groups: 90-day, 30-day, and 7-day windows for tiered messaging
- Capture each member's name, credential type, expiry date, current credit hours on file, and remaining hours needed
- Skip members who have already met their requirement or who are registered for a qualifying course
Done when Every member with an expiring CEU requirement or certification is listed with their compliance gap and days remaining.
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2
Gmail - draft compliance reminder emails
gmail.com
WebRun opens Gmail to draft compliance reminder emails. - Draft a compliance reminder email for each member, naming their specific credential, the expiry date, how many hours they still need, and links to approved courses or renewal resources
- Use informational tone for 90-day notices, and increase urgency for 30-day and 7-day messages
- Leave every draft unsent, ready for staff review before delivery
Done when A draft compliance reminder exists in Gmail for every at-risk member, unsent and awaiting staff approval.
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3
Slack - post review queue for staff approval
slack.com
WebRun opens Slack to post review queue for staff approval. - Post a daily summary to the membership team channel showing how many members are in each expiry window
- Flag the 7-day group as urgent for priority review
- Include a link to the Gmail drafts folder for staff to review and approve
Done when Staff have today's CEU and certification expiry counts by window and a link to approve the draft reminders in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send CEU reminders to members without staff approval?
No. Every reminder is saved as a Gmail draft and held unsent until a staff member reviews and approves it, ensuring accurate CEU credit data and correct course links before the email reaches a member.
Can it track different types of credentials, such as CPE hours versus board certifications?
Yes. WebRun reads the credential type and requirements from MemberClicks for each member, so it can draft specific reminders tailored to CPE hours, board certification cycles, or any other credential your association tracks.
What happens once a member completes their CEU requirement?
WebRun reads the live compliance record from MemberClicks each morning, so members who have met their requirement since the last run are automatically removed from the reminder queue.
Related templates
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