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Workflow starter brief

Post birthday and anniversary reminders

Checks the employee directory each morning and announces the day's birthdays and work anniversaries in Slack.

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Proposed workflow

A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.

When

Every weekday at 09:00 AM UTC, read the employee directory in the Google Sheets spreadsheet id you choose in setup.

Then

  1. Find everyone whose birthday or work-anniversary date falls today.
  2. Mark each of those rows with today's date, skipping anyone already marked for today.
  3. Post a short reminder naming each person and the milestone to the Slack channel id you choose in setup.

Before you publish

Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.

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