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Automated Avionte Candidate Credential Expiry Tracker

Every morning, WebRun opens Avionte and checks every active candidate's credential records for certifications expiring in the next 30 days, such as OSHA cards, forklift licenses, and food-handler permits, posts a prioritized worklist to Slack for the compliance team, and drafts renewal reminder emails in Gmail for review before sending.

Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 Avionte scan candidate credential expiry dates
2 Slack post expiry worklist to compliance team
3 Gmail draft renewal reminder for candidate review
In short

How do I track candidate certification expiry dates automatically in a staffing agency?

Every morning WebRun opens Avionte and checks every active candidate's credential records for certifications expiring within 30 days, such as OSHA cards and forklift licenses. It posts a prioritized worklist to Slack and drafts renewal reminders in Gmail for the compliance team to review before sending, so no placement ever runs with an invalid credential.

  • Expiring certifications are flagged 30 days ahead, giving time to renew before assignments are affected
  • Compliance teams start each day with a prioritized worklist, not a manual Avionte audit
  • No candidate is sent to a client site with an expired OSHA card or forklift license

Built for staffing agency compliance teams · light-industrial staffing firms · workforce solutions coordinators · temp agency recruiters

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.avionte.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Avionte - scan candidate credential expiry dates
    avionte.com
    WebRun in Avionte: scan candidate credential expiry dates
    WebRun opens Avionte to scan candidate credential expiry dates.
    • Open Avionte and navigate to Candidates, filtering to active and on-assignment records
    • Read each candidate's credential or certification expiry dates from their profile
    • Flag certifications expiring within 30 days as upcoming and within 7 days as urgent
    • Capture the candidate name, certification type, expiry date, client assignment, and recruiter owner

    Done when Every expiring certification within 30 days is listed with urgency tier and assignment details.

  3. 2
    Slack - post expiry worklist to compliance team
    slack.com
    WebRun in Slack: post expiry worklist to compliance team
    WebRun opens Slack to post expiry worklist to compliance team.
    • Post a worklist to the compliance Slack channel grouped by urgency: expiring this week versus expiring this month
    • For each entry, show the candidate name, certification type, expiry date, and the client they are assigned to
    • Include a link to the candidate's Avionte profile for quick update access

    Done when The compliance team has a Slack worklist of all upcoming credential expiries sorted by urgency.

  4. 3
    Gmail - draft renewal reminder for candidate review
    gmail.com
    WebRun in Gmail: draft renewal reminder for candidate review
    WebRun opens Gmail to draft renewal reminder for candidate review.
    • Draft a renewal reminder email for each candidate expiring within 7 days: address them by name, cite the specific certification and expiry date, and provide renewal instructions
    • Save each email as a Gmail draft and leave it unsent for the compliance team to review before sending

    Done when A Gmail draft renewal reminder exists for every candidate expiring within 7 days, ready for compliance team review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.avionte.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Expiry worklist · Slack · Gmail
OutputWhat each run produces - A Slack worklist of all certifications expiring in the next 30 days grouped by urgency, plus Gmail draft renewal reminders for credentials expiring within 7 days.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email candidates about expiring certifications on its own?

No. Renewal reminder emails are saved as Gmail drafts and left unsent until a compliance team member reviews and approves each one. Candidates receive nothing without human sign-off.

Which certifications does it track?

It tracks whatever certification fields are configured in each candidate's Avionte profile, including OSHA 10 and 30, forklift licenses, food-handler permits, background check dates, and any custom credentials your agency tracks.

What happens if an on-assignment candidate's certification expires without renewal?

The Slack worklist flags the candidate's current client assignment so the recruiter can decide whether to pull them from the role until the credential is renewed, preventing a compliance breach.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.