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Send training reminders to staff via email and chat

Automatically find trainings due in 30 days across Zapier Tables. Create and update when trainings due in 30 days, reminder flags need sending, or training dates match the 30 day windowβ€”so you can send chat reminders, send email reminders, and advance due dates without manual follow-up.

How this automation protects compliance training follow-through

When daily schedules pull trainings due in 30 days, missed reminders can delay compliance readiness. This automation monitors due windows and sends staff reminders and updates training recordsβ€”so your team can stay on schedule without manual follow-up.

  1. 1.Runs daily reminder schedule

    Integrate Schedule by Zapier to run the daily cadence for training reminders without manually checking each day.

    Schedule by Zapieror swap with your favorite app
  2. 2.Finds training records due in 30 days

    Integrate Zapier Tables and reporting tools to match training date windows and find the right employee records to start reminders.

    Zapier Tablesor swap with your favorite app
  3. 3.Filters to reminder required records

    Integrate Zapier Tables and workflow rules to continue only when a reminder is required and avoid duplicate sends.

    Zapier Tablesor swap with your favorite app
  4. 4.Formats text and computes next due date

    Integrate Formatter by Zapier and date tools to format MM/DD/YYYY text and calculate the next due date for updates.

    Formatter by Zapieror swap with your favorite app
  5. 5.Sends direct chat reminder

    Integrate Slack and team messaging to send a direct message with the greeting and formatted training date to staff.

    Slackor swap with your favorite app
  6. 6.Sends email reminder

    Integrate Gmail and email templates to send an email with the salutation and formatted training date to staff.

    Gmailor swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  1. Step 1

    Connect your tools

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  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

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