Send personalized occasion wishes with AI, Google Sheets and Gmail
Overview: Automated Occasion Wisher How it works - Runs daily to check if today matches any birthday, anniversary, or special occasion in your Google Sheet - AI Agent reads the sheet and returns a list of users having...
Template notes
Overview: Automated Occasion Wisher How it works - Runs daily to check if today matches any birthday, anniversary, or special occasion in your Google Sheet - AI Agent reads the sheet and returns a list of users having a special occasion to wish with details and a personalized wishing message - If there is no one to wish, no email is sent. If there are multiple people to wish, multiple personalized emails are sent
Setup steps
- Connect your Google Sheet containing columns as: Name, OccasionDate, Email, OccasionType, Relationship, PersonalNote - Insert the AI prompt ensuring strict JSON output (list format only) - Configure the Email node for sending the final message
Customization
- Edit AI prompt to change message tone, length, or emojis - Add support for multiple reminder styles (e.g., early notification) - Extend with logging, Slack alerts, or saving sent email history