Automate Birthday Greetings Using Pabbly Connect with Google Sheets and AI Sensei

Learn how to automate birthday greetings for customers using Pabbly Connect, Google Sheets, and AI Sensei in this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate birthday greetings using Pabbly Connect, start by accessing the platform. Open your web browser and search for Pabbly Connect. You will land on the Pabbly Connect homepage where you can either sign up for a free account or log in if you already have one.

If you’re new to Pabbly Connect, click on the ‘Sign Up for Free’ button. This process is quick and grants you access to 100 free tasks each month. Once signed in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you need to create a new workflow for sending birthday wishes. Click on the ‘Create Workflow’ button. A pop-up window will appear, prompting you to name your workflow. For this task, name it something descriptive like ‘Automate Birthday Greetings Using Google Sheets and AI Sensei’.

• Select the appropriate folder for saving your workflow.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see two main boxes labeled Trigger and Action. This is where you will set up the automation process using Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

The first step in your workflow is to set up the trigger. Click on the trigger box and search for ‘Schedule by Pabbly’. This application will allow you to schedule your workflow to run daily.

• Select the trigger event as ‘Schedule Workflow’.
• Choose the option to run the workflow every day at your preferred time.

In this case, set the time to 12:00 AM. After configuring these settings, click on the ‘Save’ button. This setup ensures that your workflow will automatically check for customer birthdays every day using Pabbly Connect.

4. Configuring Actions in Pabbly Connect

Next, you will configure the actions that occur after the trigger. The first action is to get the current date using the ‘Date and Time Formatter’ tool in Pabbly Connect. Select this tool and set the action event to ‘Current Date’.

Once you have the current date, you need to format it correctly for comparison with the birth dates stored in your Google Sheets. For this, add another action using the ‘Text Formatter’ tool to split the date into day, month, and year components. Ensure to map the current date from the previous step.

Use space as a separator to split the date. Select ‘All’ as the segment index to retrieve all date components.

After these configurations, you will be able to retrieve the current date in a format suitable for comparison with the birth dates in your Google Sheets.

5. Sending Birthday Wishes Using Pabbly Connect

Now that you have the current date, it’s time to retrieve customer data from your Google Sheets. Add another action and select ‘Google Sheets’ as the application. Choose the action event as ‘Lookup Spreadsheet Rows V2’.

Connect your Google Sheets account to Pabbly Connect and select the spreadsheet containing your customer data. Map the current date and month to find matching birthdays. Once you retrieve the relevant customer data, use the ‘Iterator’ tool to process each customer individually.

Select the WhatsApp action from AI Sensei for sending messages. Map the customer’s phone number and name to personalize the message.

Finally, click on ‘Save and Send Test Request’ to send the birthday wishes via WhatsApp. This completes the automation, allowing you to send personalized birthday greetings to your customers automatically using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate birthday greetings for customers using Pabbly Connect, Google Sheets, and AI Sensei. By setting up a scheduled workflow, you can ensure timely and personalized communication with your customers, enhancing their experience and loyalty.