Create upcoming birthday card records and request approval
Create upcoming birthday card records and request approval
Your birthday sheet leaves upcoming cards untracked and causes last-minute work. Create draft card records and approval notices so items are ready eight days before each birthday.
Overview
Spreadsheets rarely surface upcoming outreach reliably, so coordinators scramble to prepare timely cards. This flow creates draft card records and sends an approval request every morning so your team can finalize messages eight days before each birthday.