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Create birthday prep task and notify local managers

Create birthday prep task and notify local managers

You can't prepare cards and social posts when birthdays live in a spreadsheet, causing last-minute or missed celebrations. Managers get prep task and reminder so celebrations are ready one week ahead.

Create birthday prep task and notify local managers

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Overview

Stop scrambling to organise staff celebrations at the last minute. This flow creates a prep task and delivers a manager reminder seven days before each birthday, so social posts and cards are scheduled and ready one week ahead.

Create birthday prep task and notify local managers