How to send automated birthday emails to employees in our company

Hello Team,

I would like to know how to enable or create smartsheet to send automated birthday emails with customised template to employees in my org, on their birthdays.

aprriciate for the help

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Email Notifications

Comments

Andrée Starå

Hi Mitta,

The simplest method would be to add their upcoming birthday and a workflow that would trigger an alert on that date yearly.

Would that work?

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

L_123

You could use concatenation to create the custom messages in combination with andrees suggestion.

Column1: Contact column with list of employees names

Column2: date column with their birthdays

Column3: First part of message. something like "Happy Birthday"

Column4: Second part of message. Something like "! We at eagleview would like to wish you a happy birthday this year! Here's hoping you have a great one!'

Column5: Post out. =[Column3]@row + [Column1]@row + [Column4]@row would look something like this: Happy Birthday Mitta! We at Eagleview would like to wish you a happy birthday this year! Here's hoping you have a great one!

Of course you can mix this up anyway you want.

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