When
Every weekday at 09:00 AM UTC, read the employee directory in the Google Sheets spreadsheet id you choose in setup.
Workflow template
Post birthday and anniversary reminders
Checks the employee directory each morning and announces the day's birthdays and work anniversaries in Slack.
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
Then
- Find everyone whose birthday or work-anniversary date falls today.
- Mark each of those rows with today's date, skipping anyone already marked for today.
- Post a short reminder naming each person and the milestone to the Slack channel id you choose in setup.
Apps it connects
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Build this workflow
All templatesBuild this workflowRoute large expense claims to a managerLogs every expense submission in a sheet and alerts a manager in Slack when the amount is over the approval limit.Build this workflowAcknowledge contact form leads within minutesLogs each contact form submission, sends an acknowledgement within minutes, and alerts the on-duty rep in Slack.Build this workflowRun one pipeline for leads from every channelMerges leads from a form and a sheet into HubSpot, routes them by territory, and starts the nurture that matches the source.Build this workflowAgents should build your automations, not be them
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