Weekly license check for every employee and contractor

By General Input

Every Monday we look up each person on your roster in the official licensing board, save dated proof, and flag only the ones you need to chase.

Integrations

  • Steel
  • Google Sheets
  • Google Drive
  • Slack

Type

Agentic Task

Categories

  • Operations
  • HR & People

Every Monday at 7am, verify that every licensed employee and contractor on our roster still holds a valid credential, and give me one short Slack post that is only ever a to-do list.

Start by reading the roster from Google Sheets with Get Values. Each row holds the license holder's name, their license number, their profession, and the public licensing board lookup URL for that person. Treat the sheet as the source of truth for who is in scope.

For each row, use Steel Scrape Webpage to load that state or professional board lookup page in a real cloud browser. This matters, because licensing board sites routinely block plain scrapers and sit behind captchas that Steel handles. From the page, read back the current license status, the expiry date, and any disciplinary or restriction flag.

Use judgement when reading each result. Board lookup pages differ wildly per state and profession, so confirm the person using the name and the license number together rather than trusting a name match alone, and be careful with common names, middle initials, and maiden or married name differences. A license that reads as active but carries a consent order, probation, or a practice restriction is not clean and should be treated as a flagged result, not a passing one. If you cannot find the person, or the page will not load, or more than one record plausibly matches, mark the row as unverified rather than guessing.

Capture a Steel Generate PDF of the result page as dated proof for each person you check. In Google Drive, use Create Folder to make a folder for the current month, then use Upload File (Multipart) to file each PDF into that folder, naming the file with the person's name, their license number, and the date of the check, so an auditor can open the folder and see exactly what was verified and when.

Write the results back onto the roster with Update Values: the current status, the expiry date, the date checked, and a link to the evidence PDF, each on the matching person's row.

Finish with a single Slack message using Send a Message. Lead with anyone expired, suspended, revoked, or carrying a disciplinary or restriction flag, one line each with the person, their profession, the license number, what is wrong, and the evidence link. Then list anyone whose license expires within the next 60 days, soonest first, with the number of days remaining. Then list anyone you could not verify this week so someone can check them by hand. Say nothing about people who are clean and not expiring soon. If nobody falls into any of those three groups, post one short line saying the roster is clear.

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