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Send Birthday Emails
Send personal birthday emails from your connected mailbox
Use this Agent instantly or customize it - no programming needed
- Birthday reminderBirthday reminder
Your contact's birthday starts a greeting at the send time you choose.
- Contact profileContact profile
Your contact profile identifies the recipient and their email preference.
- Greeting notesGreeting notes
Your notes hold greeting preferences, topics to avoid, and earlier birthday results.
- Email conversationEmail conversation
Your recent exchanges offer personal context and show earlier birthday emails.
- Greeting preferencesGreeting preferences
Your choices set the tone, sign-off, and rule for contacts without recent email.
Your relationship inbox holds birthdays and email history, sends greetings, and shows their status.
- Contact noteContact note
Your contact note keeps the subject, message ID when available, and send result or skip reason.
- Owner noticeOwner notice
Your internal email shows the greeting result, skip reason, or uncertainty about personal details.
- Contact noteContact note
Your contact note keeps the subject, message ID when available, and send result or skip reason.
- Owner noticeOwner notice
Your internal email shows the greeting result, skip reason, or uncertainty about personal details.
- Birthday emailBirthday email
Your contact receives a birthday wish from your connected address when sending succeeds.
- Contact noteContact note
Your contact note keeps the subject, message ID when available, and send result or skip reason.
- Owner noticeOwner notice
Your internal email shows the greeting result, skip reason, or uncertainty about personal details.
- Birthday emailBirthday email
Your contact receives a birthday wish from your connected address when sending succeeds.
- Contact noteContact note
Your contact note keeps the subject, message ID when available, and send result or skip reason.
- Owner noticeOwner notice
Your internal email shows the greeting result, skip reason, or uncertainty about personal details.
This Agent starts on a contact's birthday and checks their email preference and prior greetings. It reads recent conversations, then sends a personal birthday email from your mailbox. You get a contact note and email notice with the result.
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GmailUsed as:
- Relationship inbox
Gmail holds birthdays and email history, sends greetings, and shows their status.
Microsoft OutlookUsed as:
- Relationship inbox
Microsoft Outlook holds birthdays and email history, sends greetings, and shows their status.
ZoomUsed as:
- Relationship inbox
Zoom holds birthdays and email history, sends greetings, and shows their status.
Made for your industry
Send Birthday Emails is made for businesses in these industries.
- Financial Services
Send advisory clients birthday emails from their adviser's mailbox.
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Send clients personal birthday wishes between property moves.
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Send policyholders birthday wishes shaped by recent conversations.
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Send donors personal birthday wishes and log each greeting.
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Send coaching clients birthday wishes with a personal touch.
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Made for your role
Send Birthday Emails is made for people in these roles.
- Account Manager
Send clients birthday greetings informed by recent emails.
Show all Agents for the Account Manager role - Real Estate Agent
Send clients personal birthday wishes between home searches.
Show all Agents for the Real Estate Agent role - Insurance Agent
Send policyholders a personal birthday email and log the result.
Show all Agents for the Insurance Agent role - Fundraiser
Send donors personal birthday wishes and track each send.
Show all Agents for the Fundraiser role - Financial Advisor
Send clients birthday emails shaped by recent conversations.
Show all Agents for the Financial Advisor role - Customer Success Manager
Send customers birthday wishes and record each send.
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Send clients birthday greetings rooted in recent conversations.
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Made for your department
Send Birthday Emails is made for people in these departments.
- Sales
Send clients personal birthday wishes and avoid duplicate emails.
Show all Agents for the Sales department - Customer Success
Send customers birthday wishes and flag failed sends.
Show all Agents for the Customer Success department - Fundraising
Send donors birthday greetings and note the result on their record.
Show all Agents for the Fundraising department - Account Management
Send client birthday emails from each account owner's mailbox.
Show all Agents for the Account Management department - Coaching
Send coaching clients birthday wishes grounded in past emails.
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How Send Birthday Emails works
5 steps, in order, on every run.
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Check the Contact's Email PreferenceRead the contact's address and email preference. Skip the send and tell you why if either blocks a greeting.
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Review Past Greetings and ConversationsLook for a birthday email sent this year, then read recent conversations and greeting notes. Skip a duplicate and tell you why.
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Write a Personal Birthday WishUse a suitable detail from recent conversations and your chosen tone. Keep the wish simple when details are missing or sensitive.
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Send and Check the EmailSend from your connected mailbox after the checks pass. Check the message status and capture any send error.
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Record the ResultAdd a dated contact note and email you the result, including skips and failed sends. Mark pending sends unconfirmed without retrying.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
3 tools
- Connect the owner's sending mailbox to the relationship inbox and choose the sender address for birthday emails.
- Store each participating contact's birthday and email address, and put greeting preferences or topics to avoid in their contact fields or notes.
- Set the owner's preferred greeting tone, sign-off, birthday send time, and whether a contact with no recent conversation should receive a simple greeting.
- Choose the owner who receives each send result and the contact note format used to prevent a second greeting in the same birthday year.
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:
You connect your sending mailbox and add contact birthdays and email addresses. You choose the tone and send time. You can allow simple wishes when a contact has no recent conversation.
You get a duplicate check against outgoing email and contact notes. If a greeting already went out this year, you get a skip notice.
You can add greeting preferences and topics to avoid in contact notes. If conversation details conflict or look sensitive, the greeting stays simple and you hear why.
You get an email notice and a dated contact note with the error. Pending sends appear as unconfirmed, and the Agent does not retry automatically.
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.