AI AGENT TEMPLATE
Monitors guide certifications. Alerts at 90/60/30/7 days before expiry. Prevents lapsed certs from running activities.
Guide certifications expire on a schedule that's easy to ignore — Wilderness First Aid every 2 years, swift water rescue every 3, instructor quals every 3-5. A lapsed cert on a working guide is a worst-case compound failure: insurance coverage voids, regulatory exposure opens up, and an incident on that guide's watch becomes a significantly more expensive lawsuit than it needed to be. Spreadsheet tracking reliably fails once you have more than a handful of guides.
The Guide Certification Expiry Alerts Agent runs on the full register of certifications across your team. The agent weekly-scans every guide's certs, calculates days-to-expiry, and alerts at 90, 60, 30, and 7-day thresholds — copying the guide, the ops manager, and the compliance dashboard. Each alert includes renewal options, cost-saving group-training opportunities, and a deadline-tied action item.
The scheduling knock-on matters as much as the alerts. Guides with lapsed certs automatically drop out of activity-scheduling eligibility until renewed — enforced at the system level, not the manager-reminder level. That enforcement is the defence that actually protects the operation; an alert that gets ignored isn't a control, but a scheduler that won't book you is.
Below is the full agent spec: trigger cadence, tools, integration with scheduling, and how to configure per-jurisdiction cert requirements and renewal workflows.
"Weekly at 6am, scan all guide certifications. For any cert expiring in exactly 90, 60, 30, or 7 days, send alert to guide, manager, and ops. Generate renewal action item."
Paste this into Dash Agents. Dash reads the prompt, picks the right tools, assembles the logic, and creates a ready-to-run agent in seconds.
The agent uses the standard Dash Agents tool library. Every tool call is logged.
On trigger, the agent runs these steps in order. Any step can be customised by re-prompting.
All active guides, all certifications, expiry dates.
For each cert.
90, 60, 30, or 7 days.
Guide-specific: which cert, when expiring, renewal action.
Guide (direct), manager (copy), ops (dashboard).
Renewal booking/scheduling task.
Customisations by re-prompting in plain English: change the trigger timing or conditions, adjust the recipient list, tune thresholds, modify tone, add approval gates, connect additional channels (SMS, WhatsApp) if available. Run in approval mode for the first week to build confidence before switching to autonomous.
Structured automation beats manual follow-up in three ways:
Set this agent up on your first week. Run in approval mode for five days while you watch the outputs, then flip to autonomous. The ROI compounds across a full season — a quiet automation that simply does the right thing, every time, without anyone having to remember.
FREQUENTLY ASKED QUESTIONS
Activity-mandatory ones first. First aid, activity-specific rescue, instructor quals.
Dash Agents handle the repetitive work so your team can focus on customers. Start your free trial and build your first agent in minutes.
