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License & Certification Renewal Reminder

License & Certification Renewal Reminder emails you before an important date on a list item arrives - an employee certification, a professional license, an insurance policy, or a compliance deadline - so nothing lapses. You set it up in a couple of clicks from the list's Automate menu (Set a reminder) and choose how many days ahead to be warned; SharePoint checks daily and sends it for you. It creates a personal Power Automate flow you can customize later, but there is no flow to build to get started.
Author
Microsoft
Built with
Features
Date and Time Column, List, Set a Reminder
Category
Workflows

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  • Emails you ahead of an important date stored on a list item, such as a task due date or a renewal
  • Set up in a couple of clicks from the list toolbar under Automate, then Set a reminder
  • You choose how many days in advance you want to be warned
  • SharePoint checks daily and sends the reminder automatically when the date nears
  • Requires a date column on the list and no custom development to switch on
  • Creates a personal Power Automate flow behind the scenes that you can open and customize later
  • Reminders before a task’s due date on a project tracker
  • Warnings ahead of a request or ticket deadline
  • Nudges before a contract or subscription renewal tracked in a list
  • Alerts before an asset warranty or license expires
  • A heads-up before a milestone or review date on a record
  • Reminders before an event or booking date

Common Questions About License & Certification Renewal Reminder

If LookBook 365 is code-free and out-of-the-box, why does it include this workflow example?

The reminder is switched on from SharePoint’s native Automate menu in a couple of clicks – there is no flow to build and no custom development. It does generate a personal Power Automate flow behind the scenes, which stays inside your Microsoft 365 tenant and which you can open and adjust at any time. You get a working reminder with none of the setup a custom solution would need.

How many days before the date does the reminder arrive?

You choose the number of days in advance when you set it up. If you later want to change it, you open the flow it created in Power Automate and adjust the value there. I can set the timing, or fine-tune the email, for you.

Who receives the reminder emails?

By default only the person who created the reminder receives them, because the flow runs under their account. If several people need the reminder, each can create their own, or the flow can be adjusted in Power Automate to email a group. That kind of shared reminder is a quick customization I can handle.

Do I need a special column for this to work?

Yes. The list needs a date column, such as Due Date or Renewal Date, for the reminder to track. Once that column exists and is filled in, the reminder watches it automatically.

How is this different from a Rules date reminder?

A Rule sends the reminder natively with no flow at all, while Set a reminder builds a personal Power Automate flow you can extend. Use the Rule for the simplest case, and Set a reminder when you want to grow the reminder into something richer later.

Can you set this up and train my team?

Absolutely. I turn on the reminder, set the timing and recipients, and show your team how to manage it. If you need shared reminders, custom timing, or a branded email, I can extend the underlying flow so it fits your process.

Item Date Reminder Process Diagram
Item Date Reminder Process Diagram