Send birthday emails to clients on sheet updates

Your birthday contacts in the client sheet go unprocessed, causing missed outreach and weaker rapport. It sends personalized birthday emails automatically, preserving client goodwill the same day.

Overview

Birthday outreach is an easy touch that often gets missed in small advisory practices, eroding client warmth over time. This workflow turns sheet updates into personalized birthday emails automatically, restoring same-day client touchpoints and freeing advisors for higher-value client work.