Automate Birthday Wishes for Employees Using Pabbly Connect, Google Sheets & Gmail

Learn how to automate birthday wishes for your employees using Pabbly Connect, Google Sheets, and Gmail in this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate birthday wishes for employees, the first step is accessing Pabbly Connect. You can do this by visiting the Pabbly Connect website and signing in to your account. If you don’t have an account, sign up for free to get started with 100 free tasks each month.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, name your workflow, and select the appropriate folder for organization. This sets the stage for integrating Google Sheets and Gmail through Pabbly Connect.

2. Scheduling the Workflow with Pabbly Connect

In this section, you will schedule your workflow to run daily using Pabbly Connect. To do this, set the trigger to ‘Schedule by P’ and choose the frequency to be daily. Specify the exact time you want the workflow to run, such as 12:00 AM.

• Select ‘Schedule by P’ as the trigger.
• Choose the frequency as daily.
• Set the time to 12:00 AM.

After saving these settings, your workflow will automatically check for birthdays every day at the specified time. This is a crucial step to ensure timely birthday wishes for employees using Pabbly Connect.

3. Fetching Current Date in Pabbly Connect

To send birthday wishes, you need to fetch the current date. This is done through an action step in Pabbly Connect using the ‘Date and Time Formatter’ tool. Select the action event as ‘Current Date’ to retrieve today’s date.

After obtaining the current date, the next step is to split the date into month, day, and year. This is achieved by adding another action step using the ‘Text Formatter’ tool. The split will help in matching the birth dates stored in Google Sheets.

• Use ‘Date and Time Formatter’ to get the current date.
• Employ ‘Text Formatter’ to split the date into components.

These actions ensure that your workflow can accurately check for employee birthdays using Pabbly Connect.

4. Integrating Google Sheets with Pabbly Connect

After fetching the current date, the next step is to integrate Google Sheets to look up employee birthdays. In Pabbly Connect, select Google Sheets as your action application and choose the event as ‘Lookup Spreadsheet Row V2’.

Map the lookup value to find the current month and date in your Google Sheets. This will allow you to retrieve the details of employees whose birthdays match the current date. Ensure you have the correct spreadsheet selected and specify the necessary lookup columns.

Choose ‘Lookup Spreadsheet Row V2’ as the action event. Map the current month and date as the lookup value. Select the correct spreadsheet and specify the lookup columns.

This integration is essential for pulling the right employee data using Pabbly Connect.

5. Sending Birthday Wishes via Gmail

The final step in the workflow is to send birthday wishes through Gmail. In Pabbly Connect, select Gmail as your action application and choose the action event as ‘Send Email’. This is where you will compose the birthday email.

Map the recipient’s email address, subject, and content of the email. Use dynamic fields to personalize the email with the employee’s name, ensuring each birthday wish is unique. After filling in all necessary fields, click on ‘Save and Send Test Request’ to verify that the email is sent successfully.

Select Gmail and choose ‘Send Email’ as the action event. Map the recipient’s email and personalize the subject and content. Click ‘Save and Send Test Request’ to test the email functionality.

This final integration step ensures that every employee receives their birthday wishes on time, fully automated through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate birthday wishes for employees using Pabbly Connect, Google Sheets, and Gmail. By following these steps, you can ensure timely and personalized birthday greetings for your team, enhancing employee satisfaction and engagement.