Send Personalized Occasion Wishes with AI, Google Sheets and Gmail
Go to WorkflowDescription
Overview: Automated Occasion Wisher
How it works
Runs daily to check if today matches any birthday, anniversary, or special occasion in your Google Sheet
AI Agent reads the sheet and returns a list of users having a special occasion to wish with details and a personalized wishing message
If there is no one to wish, no email is sent. If there are multiple people to wish, multiple personalized emails are sent
Setup steps
Connect your Google Sheet containing columns as: Name, Occasion_Date, Email, Occasion_Type, Relationship, Personal_Note
Insert the AI prompt ensuring strict JSON output (list format only)
Configure the Email node for sending the final message
Customization
Edit AI prompt to change message tone, length, or emojis
Add support for multiple reminder styles (e.g., early notification)
Extend with logging, Slack alerts, or saving sent email history