Send daily birthday reminders to support team channels

Your customer birthday roster isn't reviewed daily, so reps miss chances for personal outreach. Reminders post to team channels each morning so agents can congratulate customers the same day.

Overview

Missed birthday outreach is an easy way to make customers feel overlooked; this flow surfaces daily reminders into support channels so reps can send timely, personal congratulations. That keeps customer relationships warm and ensures greetings go out each morning.