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Integration

Turn expiration deadlines into Shortcut storys your team already tracks

Shortcut is a project management tool for software teams that teams rely on to capture, organize, and resolve their day-to-day work. For many teams, it's where work actually gets done.

By connecting Shortcut to Expiration Reminder, every approaching license, certification, or document deadline can become a story in the workspace your team already monitors. Renewals stop hiding in inboxes and become tracked work, so nothing falls through the cracks.

  • Automatically create a Shortcut story when a document, license, or certification is approaching its expiration date, with the details your team needs to act.
  • Keep renewals moving by routing each story into the Shortcut workflow your team already uses, so ownership and progress stay clear at a glance.
No credit card required

Overview

AVAILABLE WITH THE PLAN
  • Basic
  • Standard
  • Professional
  • Business
  • Enterprise

Why connect Shortcut and Expiration Reminder?

Compliance deadlines are easy to miss when they live apart from your team's daily work. A certification expires or a permit lapses because the reminder never reached the place where your team actually tracks its work.

This integration closes that gap. Expiration Reminder turns upcoming deadlines into Shortcut storys, so renewals appear right alongside the rest of your team's work. No extra tool to monitor, and no deadline left in the dark.

Key benefits

  • Never miss a deadline again. Upcoming expirations become Shortcut storys automatically, landing in a workspace your team actively follows.
  • Clear ownership. Assign each story to the right person so every deadline has someone accountable.
  • Fits your workflow. Renewals are tracked using the Shortcut statuses and views your team already relies on.
  • Less manual tracking. Replace scattered spreadsheets and calendar pings with storys that stay current.
  • Act earlier. Catch expirations well ahead of the deadline and resolve them before they become risks.

How it works

Once connected, Expiration Reminder monitors the documents, licenses, and certifications you track along with their expiration dates. As a deadline approaches, the integration can create a Shortcut story that includes the item name, its expiration date, and other relevant details so your team knows exactly what to do.

Storys appear in the workspace you choose, so there are no new dashboards to learn. You decide which records create storys and how far in advance, keeping the signal high and the noise low.

Use cases

Operations and compliance teams. A company tracks business licenses, insurance, and vendor agreements in Expiration Reminder. Each upcoming renewal becomes a Shortcut story routed to the right owner and worked to completion.

Field and project teams. A services firm monitors worker certifications and equipment inspections. Renewal storys land in Shortcut and get assigned to the right lead, keeping every job site compliant.

HR and credentialing. A team tracks mandatory training and credential renewals. Expiring items become Shortcut storys the team can prioritize, assign, and track to done.

Getting started

Setting up the Shortcut integration takes only a few minutes. From your Expiration Reminder account, open the integrations area, choose Shortcut, and authorize the connection. Then choose which records create storys and how far in advance. For step-by-step instructions, see the setup guide linked on this page.

HIPAA Compliant
SOC 2 Compliant
GDPR Compliant