Keep cofounders alerted to client birthdays in Slack

Cofounders and account owners miss client birthdays kept in spreadsheets, eroding relationships. It ensures owners see birthdays the same day so they can send timely cards and personal outreach.

Overview

Missed client birthdays quietly erode relationships and renewal opportunities for business owners. This workflow routes spreadsheet birthday entries into your communication channel and pings account owners, eliminating missed acknowledgements and enabling timely personalized outreach.

Notable Features

Post birthday alerts to Slack
Notify account owner with mention
Include client details and links