Subcontractor compliance tracking
Every document tracked with expiry reminders and a clear compliance view.
How it works · Subcontractor compliance tracking
STEP BY STEP
In
- Documents
- Email inbox
Airtable
- 1
Read01
Expiry and cover extracted
Exp. 31 Mar
- 2
Track02
Status kept per subcontractor
42 tracked
- 3
Remind03
Renewals requested in time
3 due
- 4
Block04
Lapsed status flagged to site
Flagged
Human checkpoint
Out
- Dashboard
- Follow-up task
- Audit trail
How it works
01
The problem
Insurance and certificates expire unnoticed, putting projects at risk.
Step by step
- 01Read. Expiry and cover extracted.
- 02Track. Status kept per subcontractor.
- 03Remind. Renewals requested in time.
- 04Block. Lapsed status flagged to site.Human checkpoint
Tools and control
02
Connects
- Airtable
Gmail
Google Drive
OpenAI
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Block" step. Everything else runs on rules you agree, with every run logged.
More in Operations
03
Operations
Approvals and request routing
Every request has an owner, a status, and an audit trail.
See the workflowOperations
Document generation
Documents generated from templates and data, ready for review and signature.
See the workflowOperations
Task and project sync
Tasks, statuses, and comments stay in sync across your project tools.
See the workflow
Next step
What would you like to improve?
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