How to get automatic reminders for important dates such as birthdays, anniversaries, and all other events

[Ben]

Just use workflow automation to let people know about events.

With automation, a comment is added to the record. Members can follow the record to receive notifications about any updates. This gives members the flexibility to decide if they would like to receive reminders or not.

Personalize the notification schedule according to your specific needs. For example:
· event day, 08:00 am
· 7 days before
· 2 months before

You can choose your own comment text. Personalize the comment text with variables and use ordinal numbers for a professional touch.

Example:

Notification

Record

Automation
Duplicate showcase with all automation

• Click here birthday reminder
• Click the Duplicate button at the top right
• Only Tape users will be able to duplicate the showcase
  • Tape users who click duplicate and are logged into a Tape account will be able to duplicate the showcase in their personal organization
  • Anyone signing up for a Tape account via “Duplicate” will see an easier, shortened version of the sign-up process, so they can start even faster

[CarsonRedCliffLabs]

I see how this reminder system works, but I’m looking for another solution with Birthday Reminders and can’t quite figure out how to make it run like I want…

In our case we have a contacts app with thousands of contacts. Then a separate app listing the few dozen ‘Sales Reps’ on the team. Every contact is assigned to a Sales Rep via a relationship field.

Rather than having reps get an individual comment on each contact record when their birthday arrives, we just want a summarized email.
So on August 5th, the system will identify all contacts celebrating a birthday that day who belong to Sales Rep A, and send a single email to Sales Rep A saying ‘heads up, these are all your contacts celebrating a birthday today!’
Then list out the contacts with Name, Phone, and link in Tape.

Our initial thought was if we could have a view set up for “Birthdays Today” which looks at the month and date, but disregards Year. Then execute a Loop that runs on all Sales Reps and looks at that view then filters to add names to the list IF the assigned rep name = the current rep name in the loop.

Unable to achieve this so far as the filters don’t quite allow us to get an accurate list of the current date birthdays. Any tips?
I’m sure there’s a great way to get this simply, without requiring resources to check the birthday entered against current date for every single contact in the system…but I haven’t cracked that code yet.

[1F2Ns]

We do that for annual audits on contact info.

You’re really close Carson.
Add a calculation field and format so you only get the month, then add another calculation so you get the day. Then set up filters for the months

Then in your automation, format today’s date to extract the month, run a check, grab the filtered items for this month, then filter out anything that’s not today’s date. Pack them up and send them off in an email.

Not sure if there is a cleaner way to do this but it works without flaw on my end.

[CarsonRedCliffLabs]

thank you @1F2Ns
that makes perfect sense.

My next idea was to have a hidden ‘birthday with current year’ date field, then essentially do that same thing. But that would also require an automation that runs at the beginning of each year to update the hidden ‘birthday with current year’ date field. Your approach saves us from having to do that.