Create reminder events for contact birthdays and milestones

When birthday form submissions arrive without scheduled reminders, outreach and gift prep gets missed. It creates calendar reminders at multiple offsets so coordinators can act ahead of each date.

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Overview

Missed birthday reminders cost you personalized outreach and relationship momentum. This workflow converts each birthday form submission into a set of timed calendar reminders so coordinators receive prep cues and outreach happens ahead of the date.