Installs in ~2 min· 7 assets · 5 steps

Assign training once and let the system chase it to completion

Assign it once. The system chases until it's done, and escalates before it becomes a compliance problem.

Mandatory training is only a problem at audit time, which is exactly too late to fix it. This recipe keeps the register live. HR assigns a course with a due date; the employee gets the link and a one-click completion form. When they complete it and upload their certificate, the assignment closes and the reminders stop on their own. A daily sweep finds everything still open, escalates anything past due to L&D, and keeps nudging until the register is clean.

Free · no credit card · you connect your own apps

The blueprint
Trigger
Assign Training is submitted
Every run starts from one submission.
Transform
Training Assignments
Action
Email the Employee
Trigger
Daily Sweep
Runs on a schedule, with nobody to remember it.
Action
Send Reminder
What gets built

7 things appear in your workspace.

Installing provisions each one, wired together and ready to run.

FormAssign Training

Where HR assigns a required course with a due date. Publishing it auto-creates the Training Assignments response sheet, the single register every workflow reads and updates.

FormMark Training Complete

Linked from the assignment and reminder emails. The employee confirms completion and uploads their certificate.

WorkflowCreate Assignment

Fires on assignment: stamps the register row as assigned and emails the employee the course and completion links.

WorkflowRecord Completion

Fires on completion: matches the assignment by email and course, stores the certificate and date, flips the status so reminders stop, and confirms to L&D.

WorkflowPending Reminders Sweep

Runs daily: finds every open assignment, flags and escalates overdue ones to L&D, then emails a reminder to each until it's marked complete.

EmailTraining Assigned

Sent the moment a training is assigned, the course link plus a one-click way to confirm completion.

EmailTraining Reminder

The recurring nudge for assignments still open, escalating in tone once the due date passes.

What you connect

The apps this recipe needs.

You connect your own accounts. Swap any app that offers an alternative at install.

Training Email
Gmail *

Emails assignments and sends recurring completion reminders. Swap for Brevo (transactional email) or Twilio (SMS reminders for deskless staff).

HR Notification
Slack

Confirms completions and escalates overdue assignments to L&D / HR. Swap for Telegram or Discord.

How it works

Step by step, once it is running.

  1. 01
    HR Assigns the Training

    The Assign Training form captures the employee, department, course, course link, and due date. Submitting it records a tracked assignment in the Training Assignments register instantly, and that register is the same sheet you'll show an auditor.

  2. 02
    The Employee Is Emailed

    The Create Assignment workflow stamps the row as assigned and emails the employee the course link along with a one-click Mark Training Complete form. Both in the same message, so completing it is never blocked by not knowing how to report it. Swap Gmail for Brevo, or Twilio for SMS if your staff are deskless.

  3. 03
    Completion Closes It Out

    When the employee submits the completion form with their certificate, Record Completion matches the assignment by email and course, stores the certificate and completion date, flips the status to completed, and the reminders stop automatically. L&D is confirmed in Slack. Nobody has to remember to take someone off the chase list.

  4. 04
    A Daily Sweep Chases the Rest

    On a schedule you set, the workflow finds every open assignment, flags anything past its due date as overdue and escalates it to L&D, then emails a reminder to each open assignment at your chosen interval. This is the entire manual chasing job, done daily, for free.

  5. 05
    Always Audit-Ready

    The Training Assignments sheet is a live compliance view: who's certified, who's pending, who's overdue, and every certificate on file against the assignment it belongs to. Audit readiness stops being a project and becomes a filter. Swap Slack for Telegram or Discord for HR alerts.

What you walk away with
FAQ

Questions about Training & Certification Tracker.

How does the chasing work?
A daily Pending Reminders Sweep finds assignments still outstanding and emails a Training Reminder at your reminder_time, repeating on your reminder_interval_days. Nobody has to keep a list of who has not finished.
How does an employee mark training complete?
Through a dedicated Mark Training Complete form, whose URL is set at install and included in the assignment email. Submitting it records the completion and stops the reminders for that assignment.
What do I need to connect?
Gmail is required and carries the assignment and reminder emails. Slack is optional for a learning and development channel, and Brevo, Twilio, Telegram and Discord are supported alternatives.
Why does this matter for compliance?
Because the register is the evidence. Every assignment carries its course, due date, reminder history and completion, so proving that required training was assigned and finished is a query rather than a reconstruction.
Can I track certifications with expiry dates?
Assignments carry a due date and completion record, so recurring certifications work by assigning the next cycle when the current one expires, with the register holding the full history per employee.
More recipes

Install it, then make it yours.

Everything it creates is an ordinary form, table and workflow in your workspace. Edit any of it after install. Nothing is locked.