Advisor Licensing & CE Credit Tracker
A done-for-you professional services automation built for the HR & Licensing Coordinator, connecting Slack, Airtable, and Google Sheets so the work below happens on its own.
What this automation does, step by step
The automation internally tracks each advisor's required licensing and continuing education credits, alerting both the advisor and the HR and licensing coordinator well before any credential is at risk of lapsing, rather than a license expiration being discovered only when a routine audit or a client transaction gets blocked by an inactive registration.
Credit progress is tracked against each state and designation's specific requirement, and advisors get a running count of exactly how many hours are still needed before the deadline, turning what used to be a stressful last-minute scramble every renewal cycle into a routine, low-drama part of the calendar.
- A CRM
- Zapier or Make.com
- Slack (internal deadline alerts)
- Google Sheets or Airtable (return status dashboard)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Manually, a hr & licensing coordinator is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Interview scheduling without email ping-pong
- New hire paperwork and account setup before day one
- Certification and license expiration alerts
- Timesheet and time-off workflows that route themselves
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