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Why you should use this

With Lido's automation, you can remain compliant without leaving the familiarity of your spreadsheets. Certification tracking software efficiently manages and monitors the certification statuses of all employees, ensuring that no critical renewals are missed and that compliance requirements are met. It sends alerts for upcoming expirations and provides reports on certification gaps, aiding in the planning and execution of necessary training or re-certification, thereby maintaining organizational standards and compliance.

How it Works

This automation checks to see if today's date matches an employee certification expiration date specified in a Google Sheet and automatically sends an email if TRUE.

Connect certification expiration dates in a Google Sheet to Lido

Lido connects to anywhere your employee training and certification tracking dates live, most commonly Google Sheets.

Check if today’s date is equal to the tracked certification expiration date in the Google Sheet

IF(TODAY() = C2,SENDGMAIL(<>,B2,”Reminder", "Upcoming renewal date”….)

Send an email if there is an upcoming certification expiration date

Send a personalized email from Gmail or Outlook account for each tracked employee certification row that requires a reminder email.

SENDGMAIL(<sender-credential>,B2,"Renewal deadline in 3 days","[Certificate] is up for renewal in 3 days")

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.

Who should use this

Ideal for HR managers, compliance officers, and team leaders who use Google Sheets and need to oversee the certification and training status of employees across various departments. This tool is essential for organizations that require up-to-date certifications for legal or operational compliance.