I will automate subcontractor coi expiration tracking and renewal reminders


About this gig
Is an expired subcontractor COI sitting in your files right now?
Manually checking insurance certificates is easy to forget, and an expired policy can become a costly surprise. I build a COI expiration tracking workflow that watches every expiration date and alerts the right people before coverage lapses.
WHAT YOU GET
- COI tracker (Google Sheets or Airtable)
- Automated reminders before expiration
- Expired-policy alerts to your team
- Status per subcontractor: active, expiring, expired
- Email notifications
- Setup notes so your team can use it
HOW IT WORKS
1. You send your current COI list or sheet
2. I map your reminder rules (for example 30/14/7 days)
3. I build and test the workflow in n8n
4. You review it, and I adjust within your package revisions
5. I deliver the working workflow plus simple documentation
BENEFITS
- Fewer missed expirations
- Less manual follow-up
- One clear view of subcontractor insurance status
Note: I automate tracking and notifications only. I don't review policies or give legal or insurance advice.
Message me before ordering with a sample of your tracking sheet, and I'll confirm the right package.
Get to know EMAC A
Construction Operations Automation Specialist
- FromUnited States
- Member sinceOct 2026
Languages
English, French
FAQ
What do you need from me?
Your COI list or tracking sheet, the reminder timing you want, who should be alerted, and which tools you use. A sample with fake data is fine.
Can you use my existing spreadsheet?
Usually yes. Send a sample before ordering and I'll confirm whether I can build on it or need a clean tracker.
Can you read dates from COI PDFs?
Premium can attempt it, but extraction isn't perfect, so the workflow includes a quick human confirmation before dates are saved.
Is this insurance or legal advice?
No. It tracks dates and sends notifications only. It doesn't verify coverage amounts, endorsements, or contract compliance.
What tools do you use?
n8n with Google Sheets or Airtable and email (Gmail or Outlook). Other tools may work, so message me first.
What isn't included?
Policy review, insurance advice, Procore or Buildertrend integrations, SMS, custom dashboards, and hosting costs. Complex needs require a custom offer.

