Birthday/Anniversary Reminders

Desire

Hi, Please can you help.

I'm trying to set up a sheet with birthday/anniversary alerts and messages. I found a few questions and answers regarding this, but none of those formulas are working for me, I keep on getting errors, so I am probably doing something wrong, but I just can't figure it out what I'm doing wrong.

#INVALID COLUMN VALUE

#INCORRECT ARGUMENT SET

#UNPARSEABLE

Andrée Starå

@Desire

Excellent!

Glad we got it working!

Information for others.

I've added a formula now that will update for each year.

=DATE(YEAR(TODAY()), MONTH(Birthday@row), DAY(Birthday@row))

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Andrée Starå

Hi @Desire

I hope you're well and safe!

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Desire

Hi Andree,

I shared my sheet with you.

I'm battling to get the automation right, I want to send automatic reminders...

1 - to the team reminding them of someone's birthday the following day (tomorrow)

2 - to send a message to the birthday person on the day, wishing them happy birthday

Andrée Starå

@Desire

Excellent!

Glad we got it working!

Information for others.

I've added a formula now that will update for each year.

=DATE(YEAR(TODAY()), MONTH(Birthday@row), DAY(Birthday@row))

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Desire

@Andrée Starå

No, it doesn't work, I get a "#INVALID COLUMN VALUE" error.

Do I need to create a new column for this formula?

How do I set the automation up for the two separate reminders?

1 - Reminder the day before, to all members on the sheet (excluding the birthday boy/girl) reminding them of X's birthday the following day.

2 - A message to the birthday boy/girl, wishing them happy birthday on the day.

Thanks

Desire

@Andrée Starå

My apologies, it is working now.

Thank you for your assistance!!!

Have a great weekend!!!

Andrée Starå

@Desire

Excellent!

You're more than welcome, and likewise!

Jennica

I am trying to do the same thing and cannot get the formulas suggested to work. Help! I would like notifications to send for both anniversary dates, and birthdays. Easiest way is likely creating a date column and having automations based on that column.

Desire

Hi @Jennica

This is what I have, and it's working for me...

In Bday Formula I have the following...

=DATE(YEAR(TODAY()); MONTH(Birthday@row); DAY(Birthday@row))

In Ann Formula I have the following...

=DATE(YEAR(TODAY()); MONTH(Anniversary@row); DAY(Anniversary@row))

I hope this helps.

Regards,

Desiré

Caroline Faust

@Andrée Starå Hi Andree -

I tried your formulas and they are not working for me. Maybe it is because I am in the United States and show our dates differently...? I did try multiple variations of the formulas thinking that was the problem but nothing seems to work. Any help or insight you could provide would be greatly appreciated.

Thank you!

Caroline

Yanie

Hi i try the formula also but its not working