- AI-Agent
- Ready to Run
Send Birthday Emails
Send named greetings from your contact sheet and record results
Use this Agent instantly or customize it - no programming needed
- contact detailscontact details
Your contact rows provide names, email addresses, and birth dates for birthday checks.
- birthday email historybirthday email history
Your sheet shows which contacts already received a birthday email this year.
- greeting tonegreeting tone
Your chosen tone guides the wording of each greeting.
- sender accountsender account
Your chosen account sends the birthday emails.
- February 29 ruleFebruary 29 rule
Your February 29 choice determines the birthday date in non-leap years.
- run daterun date
Your scheduled run supplies today's date in your chosen time zone.
Your spreadsheet holds contact birthdays and records each greeting's result.
- review flagsreview flags
Your sheet marks incomplete contact rows and send errors for your review.
- sent birthday emailssent birthday emails
Your due contacts receive short birthday greetings addressed by name.
Your email account sends each greeting and returns its message ID.
- birthday email send detailsbirthday email send details
Your sheet records the send year and message ID beside each successful contact.
- review flagsreview flags
Your sheet marks incomplete contact rows and send errors for your review.
This Agent starts at your chosen morning time. It checks birth dates and prior sends, then emails contacts due today. Your sheet shows successful sends and contacts needing review.
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GmailUsed as:
- Spreadsheet
Gmail holds contact birthdays and records each greeting's result.
- Email account
Gmail sends each greeting and returns its message ID.
Microsoft OutlookUsed as:
- Spreadsheet
Microsoft Outlook holds contact birthdays and records each greeting's result.
- Email account
Microsoft Outlook sends each greeting and returns its message ID.
ZoomUsed as:
- Spreadsheet
Zoom holds contact birthdays and records each greeting's result.
- Email account
Zoom sends each greeting and returns its message ID.
Microsoft Office 365Used as:
- Email account
Microsoft Office 365 sends each greeting and returns its message ID.
ClickSend SMSUsed as:
- Email account
ClickSend SMS sends each greeting and returns its message ID.
KeapUsed as:
- Email account
Keap sends each greeting and returns its message ID.
SendGridUsed as:
- Email account
SendGrid sends each greeting and returns its message ID.
Zoho MailUsed as:
- Email account
Zoho Mail sends each greeting and returns its message ID.
ServiceM8Used as:
- Email account
ServiceM8 sends each greeting and returns its message ID.
Campaign MonitorUsed as:
- Email account
Campaign Monitor sends each greeting and returns its message ID.
GetResponseUsed as:
- Email account
GetResponse sends each greeting and returns its message ID.
MailgunUsed as:
- Email account
Mailgun sends each greeting and returns its message ID.
MailjetUsed as:
- Email account
Mailjet sends each greeting and returns its message ID.
lemlistUsed as:
- Email account
lemlist sends each greeting and returns its message ID.
FrontUsed as:
- Email account
Front sends each greeting and returns its message ID.
OneSignalUsed as:
- Email account
OneSignal sends each greeting and returns its message ID.
SuperchatUsed as:
- Email account
Superchat sends each greeting and returns its message ID.
ActiveCampaign PostmarkUsed as:
- Email account
ActiveCampaign Postmark sends each greeting and returns its message ID.
Mailchimp TransactionalUsed as:
- Email account
Mailchimp Transactional sends each greeting and returns its message ID.
SenderUsed as:
- Email account
Sender sends each greeting and returns its message ID.
Made for your industry
Send Birthday Emails is made for businesses in these industries.
- Financial Services
Send clients birthday greetings from their advisor.
Show all Agents for the Financial Services industry - Real Estate
Send birthday greetings to past buyers and sellers.
Show all Agents for the Real Estate industry - Insurance
Send policyholders birthday greetings from their Agent.
Show all Agents for the Insurance industry
Made for your role
Send Birthday Emails is made for people in these roles.
- Business Owner
Send birthday emails to customers listed in your contact sheet.
Show all Agents for the Business Owner role - Executive Assistant
Send birthday emails from the executive's account and log each send.
Show all Agents for the Executive Assistant role - Account Manager
Send birthday greetings to client contacts in the chosen tone.
Show all Agents for the Account Manager role - Real Estate Agent
Send past clients birthday emails to keep in touch between moves.
Show all Agents for the Real Estate Agent role - Insurance Agent
Send policyholders a birthday email and track who received one.
Show all Agents for the Insurance Agent role - Financial Advisor
Send clients a birthday email and log each successful send.
Show all Agents for the Financial Advisor role
Made for your department
Send Birthday Emails is made for people in these departments.
- Sales
Send birthday greetings to sales contacts without repeat sends.
Show all Agents for the Sales department - Client Services
Send client birthday emails and record each successful send.
Show all Agents for the Client Services department - Administration
Send birthday greetings from the chosen account and update the contact sheet.
Show all Agents for the Administration department
How Send Birthday Emails works
5 steps, in order, on every run.
-
Check Today's BirthdaysRead your contact sheet at your chosen morning time. Match birth dates to today in your time zone.
-
Skip Previous SendsSkip contacts already emailed this year. Flag incomplete rows for your review.
-
Write Birthday GreetingsWrite a short greeting with each contact's name and your chosen tone. Avoid personal details you did not provide.
-
Send and Record ResultsSend each birthday email from your chosen account. Record the message ID and year after a successful send.
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Flag Sends Needing ReviewFlag send errors in your sheet for review. Stop retries for a contact when a sent email cannot be recorded.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
20 tools
- Choose the contact sheet and map its name, email address, birth date, last birthday email year, sent message ID, and review status columns.
- Set the morning send time, time zone, greeting tone, sender account, and how to treat February 29 birthdays in non-leap years.
- Confirm that the listed contacts should receive birthday emails from this sender.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Birthday Emails:
The Agent skips contacts your sheet marks as emailed this year. If a send succeeds but the sheet cannot record it, you reconcile that contact before another send.
You choose how to handle February 29 birthdays in non-leap years during setup. The Agent applies your rule on its morning check.
You choose a contact sheet and sender account, then set the morning time and greeting tone. Confirm those contacts should receive birthday emails from you.
Your sheet shows the send error for your review. The Agent does not mark that contact as emailed.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.