Automated Certificate Expiration Tracking
Every morning, WebRun opens EXEMPTAX, reads the expiration date on every certificate on file, updates a per-customer expiration tracker in Google Sheets, and posts the team a short Slack list of certificates expiring this month and next so nothing lapses unnoticed.
How do I track exemption certificate expiration dates for every customer?
Every morning, WebRun opens EXEMPTAX, reads the expiration date on every certificate on file, and updates a per-customer tracker in Google Sheets sorted by soonest expiry. It then posts the team a Slack list of certificates expiring this month and next, so renewals are visible weeks ahead and no certificate quietly lapses.
- Renewals surface weeks ahead, not after a certificate lapses
- One live Google Sheet holds every customer's expiration date
- The team opens Slack to a rolling expiry watchlist each day
Built for finance teams · sales tax compliance teams · wholesale distributors · accounting teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.exemptax.comin a real browser with your saved login - no setup, no API keys. -
1
EXEMPTAX - read certificate expiration dates
exemptax.com
WebRun opens EXEMPTAX to read every certificate's expiration date. - Open EXEMPTAX and read every certificate on file with its customer, state, and expiration date
- Capture certificates with no expiration recorded as well, so gaps are visible
- Note which certificates have changed status or date since the last run
Done when Every certificate's expiration date and status has been read from EXEMPTAX.
-
2
Google Sheets - update the per-customer tracker
google.com
WebRun updates the per-customer expiration tracker in Google Sheets. - Open the certificate tracker in Google Sheets and match each row to its customer
- Update the expiration date, state, and status for every certificate
- Sort the sheet by expiration date and highlight anything already expired or expiring within 60 days
Done when The Google Sheet reflects the current expiration date and status of every certificate.
-
3
Slack - post the expiry watchlist
slack.com
WebRun posts the rolling certificate expiry watchlist to Slack. - Post the team a short list of certificates expiring this month and next
- Group by customer and sort by soonest expiration so the most urgent stand out
- Link back to the Google Sheet for the full picture
Done when The team has today's certificate expiry watchlist 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
Does this contact customers?
No. This workflow only reads expiration dates and updates an internal Google Sheet and Slack list. It never emails or messages a customer, so it is safe to run unattended every morning.
How far ahead does it warn about expirations?
It flags anything already expired or expiring within 60 days in the sheet, and the Slack list covers this month and next, so the team sees renewals coming with weeks of lead time.
What about certificates with no expiration date on file?
It surfaces those as gaps in the tracker rather than hiding them, so the team can chase a proper expiration date or confirm the certificate does not expire.
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