Set up reminders

Choose when it shows as Expiring, who gets reminded, and how often before and after.

1 min read

  1. Select the step in the workflow and switch on When it expires. It's below Check with AI.
  2. Set Show as Expiring to how many days before the date.
  3. Under Reminders before it expires, edit each sentence: the number of days, and who to email. Choose ＋ Add a reminder for another.
  4. Under After it expires, set how often to remind and how many times.

The line at the bottom previews the result for a real learner, for example "Sam's certificate expires 3 Nov: reminders 20 Oct and 2 Nov, then weekly until 1 Dec."

Reminders stop as soon as a new upload is approved.