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Agent Template v1.0.0

Verified CEU Certificate Generator

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Contact Solutions

INTEGRATED_MODULES

Gmail
Gmail
Google Sheets
Google Sheets
Slack
Slack
ZeroBounce
ZeroBounce
Step by Step

Setup Tutorial

mission-briefing.md

CEU Certificate Generation & Distribution Workflow Setup Guide

What This Agent Does

This powerful automation workflow streamlines the entire process of generating, validating, and distributing Continuing Education Unit (CEU) certificates to course participants. When triggered by a webhook request, it validates participant data, verifies email addresses, generates personalized certificates with unique QR codes, and automatically distributes them via email while notifying your team.

Key benefits and time savings:

  • Eliminate manual certificate creation – Generate professional certificates in seconds instead of hours
  • Ensure data quality – Automatically validate emails before sending, reducing bounce rates and failed deliveries
  • Create audit trails – Log all certificate issuances to Google Sheets for compliance and record-keeping
  • Keep teams informed – Notify organizers via Slack in real-time when certificates are generated
  • Personalization at scale – Each certificate includes unique identifiers and QR codes for verification

Target use cases:

  • Online course platforms distributing completion certificates
  • Professional training organizations issuing CEU credits
  • Corporate learning departments automating credential distribution
  • Educational institutions managing certificate workflows

Who Is It For

This workflow is ideal for:

  • Course administrators managing multiple participant completions
  • Training organizations needing scalable certificate distribution
  • HR departments automating professional development documentation
  • Educational platforms requiring automated credential issuance
  • Compliance teams needing detailed audit logs of certificate distribution

Required Integrations

ZeroBounce Email Validation

Why it's needed: Validates email addresses before sending certificates, preventing failed deliveries and maintaining list hygiene. This ensures your certificates reach actual, active email addresses.

Setup steps:

  1. Visit zerobounce.net and create a free or paid account
  2. Navigate to Settings → API in your dashboard
  3. Copy your API Key (you'll need this for TaskAGI)
  4. In TaskAGI, go to Integrations → Add Integration → ZeroBounce
  5. Paste your API Key in the authentication field
  6. Click Test Connection to verify
  7. Save the integration

How to obtain credentials:

  • Free tier: 100 validations/month (sufficient for testing)
  • Paid tier: Starts at $0.01 per validation for higher volumes
  • API Key is immediately available after account creation

Configuration in TaskAGI:

  • Store your API Key securely in the integration settings
  • The validation node will automatically use this credential
  • No additional configuration needed per request

HTML/CSS to Image Conversion

Why it's needed: Converts your HTML-formatted certificate design into a professional image file (PNG/JPG) that can be attached to emails and stored as records.

Setup steps:

  1. Go to htmlcsstoimage.com and sign up for an account
  2. Navigate to Dashboard → API Key
  3. Copy both your User ID and API Key
  4. In TaskAGI, select Integrations → Add Integration → HTML/CSS to Image
  5. Enter your User ID and API Key
  6. Test the connection with a sample HTML template
  7. Save and activate the integration

How to obtain credentials:

  • Free tier: 50 conversions/month
  • Paid tier: Starts at $9.99/month for 5,000 conversions
  • Credentials are available immediately after signup

Configuration in TaskAGI:

  • Ensure your certificate HTML includes all styling inline (no external CSS files)
  • Test with sample data before going live
  • Verify image quality settings match your requirements

Gmail

Why it's needed: Sends personalized certificate emails to participants with the generated certificate image attached.

Setup steps:

  1. Use your existing Gmail account or create a dedicated one for certificate distribution
  2. Enable 2-Factor Authentication on the Gmail account
  3. Generate an App Password (not your regular password):
    • Go to myaccount.google.com/security
    • Select App passwords (only visible with 2FA enabled)
    • Choose Mail and Windows Computer (or your device)
    • Google will generate a 16-character password
  4. In TaskAGI, go to Integrations → Add Integration → Gmail
  5. Enter your Gmail address and the 16-character App Password
  6. Click Test Connection
  7. Save the integration

How to obtain credentials:

  • App Passwords are free and generated on-demand
  • Never use your actual Gmail password in TaskAGI
  • Each app can have multiple app passwords for security

Configuration in TaskAGI:

  • Set the "From" address to your Gmail account
  • Configure email templates with merge fields like [[nodes.1.data.email]] for dynamic content
  • Test sending to yourself first

Slack

Why it's needed: Sends real-time notifications to your team when certificates are generated, keeping organizers informed and enabling quick issue resolution.

Setup steps:

  1. Go to api.slack.com and sign in to your Slack workspace
  2. Click Create New App → From scratch
  3. Name your app (e.g., "Certificate Bot") and select your workspace
  4. In the left menu, select OAuth & Permissions
  5. Under Scopes, add chat:write permission
  6. Scroll to OAuth Tokens for Your Workspace and copy the Bot User OAuth Token
  7. In TaskAGI, go to Integrations → Add Integration → Slack
  8. Paste your Bot User OAuth Token
  9. Test the connection
  10. Save the integration

How to obtain credentials:

  • Bot tokens are free and generated immediately
  • Tokens begin with xoxb-
  • Keep tokens confidential and rotate if compromised

Configuration in TaskAGI:

  • Specify the target Slack channel (e.g., #certificate-notifications)
  • Format messages with relevant details like participant name and course title
  • Test by sending a sample message to your channel

Google Sheets

Why it's needed: Creates an audit log of all certificates generated, including participant details, timestamps, and certificate IDs for compliance, reporting, and record-keeping.

Setup steps:

  1. Create a new Google Sheet or use an existing one
  2. Set up column headers: Timestamp, Participant Name, Email, Course Title, Certificate ID, QR Code, Status
  3. Go to console.cloud.google.com
  4. Create a new project or select an existing one
  5. Enable the Google Sheets API
  6. Create a Service Account credential (JSON key file)
  7. Download the JSON key file
  8. In TaskAGI, go to Integrations → Add Integration → Google Sheets
  9. Upload the JSON key file or paste its contents
  10. Test the connection
  11. Save the integration

How to obtain credentials:

  • Service Account keys are free
  • JSON file contains all necessary authentication information
  • Keep the JSON file secure and never share it publicly

Configuration in TaskAGI:

  • Paste your Google Sheet URL in the sheet_url parameter
  • Ensure the service account has Editor access to the sheet
  • Map workflow data fields to corresponding sheet columns

Configuration Steps

Node-by-Node Configuration Guidance

1. Webhook Trigger (trigger.webhook)

  • This is your entry point – no configuration needed
  • TaskAGI automatically generates a unique webhook URL
  • Copy this URL to your course platform or application
  • The webhook accepts POST requests with participant data

2. Validate Required Fields (core.if_condition)

  • Purpose: Ensures all necessary data is present before processing
  • Configure: Check for required fields: email, courseTitle, participantName
  • Condition example: email != null AND courseTitle != null AND participantName != null
  • True path: Continues to email validation
  • False path: Triggers error response

3. Stop: Incomplete Data (core.respondToWebhook)

  • Purpose: Returns error message if validation fails
  • Body: {"success": false, "error": "Missing required fields"}
  • HTTP Status: 400 (Bad Request)
  • No additional configuration needed

4. Validate Email (zerobounce.validateEmail)

  • Purpose: Checks email validity using ZeroBounce API
  • Input: Email address from webhook payload
  • Output: Validation status (valid, invalid, catch-all, etc.)
  • No manual configuration – uses your ZeroBounce integration

5. Check Email Valid (core.if_condition)

  • Purpose: Routes based on email validation result
  • Condition: nodes.4.data.status == "valid"
  • True path: Proceeds to certificate generation
  • False path: Triggers invalid email error

6. Stop: Invalid Email (core.respondToWebhook)

  • Purpose: Returns error if email validation fails
  • Body: {"success": false, "error": "Invalid email address"}
  • HTTP Status: 400
  • No additional configuration needed

7. Generate Certificate ID & QR (core.function)

  • Purpose: Creates unique certificate identifier and QR code
  • Function logic:
    • Generate UUID: certificateId = generateUUID()
    • Create QR data: qrCode = generateQR(certificateId)
    • Include timestamp: issuedDate = getCurrentDate()
  • Output variables: certificateId, qrCode, issuedDate
  • These values are used in the certificate image

8. Create Certificate Image (htmlcsstoimage.createImage)

  • Purpose: Converts HTML certificate template to image
  • HTML template includes:
    • Participant name: [[nodes.1.data.participantName]]
    • Course title: [[nodes.1.data.courseTitle]]
    • Certificate ID: [[nodes.7.data.certificateId]]
    • QR code image: [[nodes.7.data.qrCode]]
    • Issue date: [[nodes.7.data.issuedDate]]
  • Output: Image URL or base64-encoded image
  • Image format: PNG (recommended for email compatibility)

9. Send Certificate Email (gmail.sendEmail)

  • To: [[nodes.1.data.email]]
  • Subject: Your CEU Certificate - [[nodes.1.data.courseTitle]]
  • Body: Professional HTML email with:
    • Greeting with participant name
    • Certificate image attachment
    • Certificate ID for reference
    • Instructions for verification via QR code
    • Footer with course details
  • Attachment: Certificate image from node 8
  • Test mode: Send to yourself first

10. Notify Organizers (Slack) (slack.sendMessage)

  • Channel: #certificate-notifications (or your preferred channel)
  • Message format: 
    ✅ Certificate Generated
Participant: [[nodes.1.data.participantName]]
Email: [[nodes.1.data.email]]
Course: [[nodes.1.data.courseTitle]]
Certificate ID: [[nodes.7.data.certificateId]]
  • Timing: Sent immediately after email dispatch
  • No configuration needed – uses your Slack integration

11. Log to Google Sheets (googlesheets.appendRowFromUrl)

  • Sheet URL: Paste your Google Sheet URL here
  • Row data mapping:
    • Column A (Timestamp): [[nodes.7.data.issuedDate]]
    • Column B (Participant Name): [[nodes.1.data.participantName]]
    • Column C (Email): [[nodes.1.data.email]]
    • Column D (Course Title): [[nodes.1.data.courseTitle]]
    • Column E (Certificate ID): [[nodes.7.data.certificateId]]
    • Column F (Status): "Sent"
  • Ensure service account has Editor access to the sheet

12. Success Response (core.respondToWebhook)

  • Purpose: Confirms successful certificate generation
  • Body: {"success": true, "message": "CEU Certificate generated and sent successfully", "certificateId": "[[nodes.7.data.certificateId]]"}
  • HTTP Status: 200 (OK)
  • Return to caller: Certificate ID for reference

Testing Your Agent

Step 1: Prepare Test Data

Create a test webhook payload with valid sample data:

{
  "participantName": "John Smith",
  "email": "john.smith@example.com",
  "courseTitle": "Advanced Project Management",
  "courseDate": "2024-01-15",
  "creditHours": 3
}

Step 2: Run Test Execution

  1. In TaskAGI, click Test Workflow
  2. Paste your test payload into the webhook body
  3. Click Execute
  4. Monitor the execution in real-time

Step 3: Verify Each Step

  • Nodes 2-3: Confirm required fields validation passes
  • Nodes 4-6: Check email validation succeeds with valid test email
  • Node 7: Verify certificate ID and QR code generation in output
  • Node 8: Confirm certificate image URL appears in node output
  • Node 9: Check your test email inbox for certificate email
  • Node 10: Verify Slack notification appears in your channel
  • Node 11: Check Google Sheet for new row entry
  • Node 12: Confirm success response in execution logs

Step 4: Expected Results and Success Indicators

✅ Success criteria:

  • Email received with certificate attachment
  • Slack notification posted to channel
  • New row added to Google Sheets with all data
  • Webhook returns HTTP 200 with success message
  • Certificate ID is unique and consistent across all outputs

✅ Test with edge cases:

  • Invalid email format (should fail at node 5)
  • Missing required fields (should fail at node 2)
  • Valid email that bounces (should fail at node 5)

Your CEU Certificate workflow is now ready for production! Start automating certificate distribution and focus on what matters most – your participants' success.

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