1.Runs daily expiry check
Integrate Schedule by Zapier and automation scheduling tools to calculate the membership expiry check window once per day.
Notify course managers of memberships ending in one month
Automatically run a daily membership expiry check across Formatter by Zapier, Google Sheets, Looping by Zapier, LearningSuite, and Email by Zapier. Get instant alerts when expiry date hits target, end date matches window, or daily check runsβso you can calculate check dates, match learners, and message coordinators without manual follow-up.
How this automation protects renewals with timely coordinator alerts
When daily checks run on a fixed schedule, delayed outreach can leave expiring memberships unattended. This automation calculates expiry dates, finds matching learners, and sends email notificationsβso your team can reach out to coordinators faster.
Schedule by Zapieror swap with your favorite app
2.Calculates target check date
Integrate Formatter by Zapier and date tools to calculate the target check date from the trigger date.
Formatter by Zapieror swap with your favorite app
3.Finds matching worksheet rows
Integrate Google Sheets and spreadsheet lookup tools to search end dates and map row fields to loop inputs.
Google Sheetsor swap with your favorite app
4.Iterates matching learner rows
Integrate Looping by Zapier and routing tools to iterate each matching row and pass the learner email.
Looping by Zapieror swap with your favorite app
5.Looks up learners by email
Integrate LearningSuite and profile lookup tools to find learners and return name, email, and phone for messaging.
LearningSuiteor swap with your favorite app
6.Sends coordinator email notification
Integrate Email by Zapier and email delivery tools to send an alert to the configured owner with mapped learner details.
Email by Zapieror swap with your favorite app
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