Send personalized birthday and anniversary emails with Google Sheets, Gemini, and Gmail

Birthday & Milestone Message Automation (n8n Google Sheets + Gemini AI + Gmail)

This workflow automatically sends personalized birthday and anniversary emails to clients. It runs daily, checks a Google Sheet for matching dates, generates a warm AI message using Google Gemini and sends it via Gmail. It also includes a thoughtful investment idea tailored to the client’s age, risk profile and relationship type.

Quick Implementation Steps

1. Connect Google Sheets OAuth2 2. Add your Google Gemini API key 3. Connect Gmail OAuth2 4. Update the Google Sheet ID 5. Ensure your sheet has required columns: - Client Name, Email, Advisor Name, Birthday, Anniversary, Relationship Type (Premium / Normal), Client Age, Risk Profile 6. Activate the workflow

What It Does

This workflow automates client relationship engagement for financial advisors by sending personalized messages on important milestones like birthdays and anniversaries. It eliminates the need for manual tracking and ensures that no important date is missed.

Every day at a scheduled time, the workflow reads all client records from a Google Sheet and checks if any client has a birthday or anniversary on that day. If a match is found, it prepares detailed variables including client information, tone and occasion.

The workflow then intelligently selects a suitable investment idea based on the client’s age group and risk profile. This context is passed to Google Gemini, which generates a warm, human-like message. Finally, the message is formatted and sent as a text email via Gmail.