Track training and certifications
Know who needs which training and when certificates expire.
People and HR · On a schedule · Updated
Works with
- Slack
- Box
- Dropbox
- Notion
- Microsoft 365
Slack
Box
Dropbox
Notion
Microsoft 365How do you track training and certifications?
To track training and certifications, set up a Loop in Maito. On a schedule it reads your HR system and the files where certificates are kept, lists who owes each course and which certificates expire in the next 30 days, reminds people with their managers copied, and posts a summary for HR.
How it's done today
Expired certificates are found during an audit.
What Maito does
- Check training records
- Find who's missing or expiring
- Remind people and managers
Example
Loop run: Nov 1, 9:00 AM · Monthly training check
Reminders sent this morning, managers copied. Security training due (8): 5 in Sales, 2 in Support, 1 in Finance. Deadline is Nov 30. Certificates expiring in 30 days (2): • Tom: first aid, expires Nov 9 • Ben: ISO 27001 internal auditor, expires Nov 24 Catch: the next first aid course is Nov 20, 11 days after Tom's expires. He'd be uncovered for the Nov 12 warehouse visit. Ben's renewal exam is on Nov 17, so he's fine. From Gusto training records and the certificates folder in Google Drive. I'll remind the 8 again on Nov 15.
@Maito Find a first aid course for Tom before Nov 9.
Found 2 within reach: Nov 5 in Dublin (2 seats) and Nov 7 online, half-day. I haven't booked anything. Which one do you want me to send Tom?
Maito (9:00 AM):
Reminders sent this morning, managers copied.
Security training due (8): 5 in Sales, 2 in Support, 1 in Finance. Deadline is Nov 30.
Certificates expiring in 30 days (2):
• Tom: first aid, expires Nov 9
• Ben: ISO 27001 internal auditor, expires Nov 24
Catch: the next first aid course is Nov 20, 11 days after Tom's expires. He'd be uncovered for the Nov 12 warehouse visit. Ben's renewal exam is on Nov 17, so he's fine.
From Gusto training records and the certificates folder in Google Drive. I'll remind the 8 again on Nov 15.
Rosa (9:20 AM):
Find a first aid course for Tom before Nov 9.
Maito (9:25 AM):
Found 2 within reach: Nov 5 in Dublin (2 seats) and Nov 7 online, half-day. I haven't booked anything. Which one do you want me to send Tom?
How to set it up
- Ask your agent
“On the 1st of every month, check Gusto for training and the certificates folder in Google Drive. Remind anyone with training due or a certificate expiring in 30 days, copy their manager, and post a summary in #people-ops.”
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
- Use HR system
- BambooHR
- Gusto
No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault.
Not connected yet? Your agent sends you a link to sign in.
What it won't do
Maito is only as current as the records it can reach. It does not enroll people in courses or pay for them.
Questions
In your HR system through a skill, such as Gusto or BambooHR (private beta), and in your files in Google Drive, Box, Dropbox, Notion or Microsoft 365.
The people who owe training, with their managers copied. HR sees the full list.
Yes. It searches the web for dates and flags when the next course falls after the expiry.
