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Why this workflow matters
Relevant for managed services and support workflows.
Overview: Automated Occasion Wisher How it works Runs daily to check if today matches any birthday, anniversary, or special occasion in your Google Sheet AI Agent reads the sheet and returns a list of users having a special occasion to wish with details and a personalized wishing message If there is no one to wish, no email is sent. If there are multiple people to wish, multiple personalized emails are sent Setup steps Connect your Google Sheet containing columns as: Name, Occasion_Date, Email, Occasion_Type, Relationship, Personal_Note Insert the AI prompt ensuring strict JSON output (list format only) Configure the Email node for sending the final message Customization Edit AI prompt to change message tone, length, or emojis Add support for multiple reminder styles (e.g., early notification) Extend with logging, Slack alerts, or saving sent email history
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