How to Send Birthday Wishes on Microsoft Teams from Google Sheets Using Pabbly Connect

Learn how to send birthday wishes on Microsoft Teams from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial to automate your greetings! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Automate Sending Birthday Wishes

To send birthday wishes on Microsoft Teams from Google Sheets, you need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser. Once there, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button. As an existing user, simply sign in. After logging in, navigate to the Pabbly Connect dashboard by clicking on ‘Access Now’ under the Pabbly Connect option.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow to automate sending birthday wishes. Click on the ‘Create Workflow’ button located in the top right corner. In the dialog box that appears, name your workflow, such as ‘Send Birthday Wishes on Microsoft Teams from Google Sheets’. using Pabbly Connect

Next, select a folder to save your workflow, like ‘Auto Greetings with Pabbly’. Click on ‘Create’ to proceed. This will take you to an important window where you set up the trigger and action for your automation.

3. Setting the Trigger for the Workflow Using Pabbly Connect

The trigger is essential for your workflow, as it dictates when your automation will run. In the trigger window, search for ‘Schedule by Pabbly’ to set the workflow to run daily. Choose the time for the automation to execute, such as 8:00 AM, and click on ‘Save’. using Pabbly Connect

Now that your trigger is set, the next step is to fetch the current date. Add an action step using ‘Date Time Formatter by Pabbly’. Choose the action event as ‘Current Date’ and click on ‘Connect’. Set the basic format to ‘dd-mm-yy’ and click ‘Save and Send Test Request’ to fetch the current date.

4. Looking Up Employee Birthdays in Google Sheets

To look up the employee birthdays, add another action step and select ‘Google Sheets’ as your action application. Choose the action event ‘Lookup Spreadsheet Rows’ and click on ‘Connect’. You will need to sign in with your Google account to establish a secure connection. using Pabbly Connect

Once connected, select the spreadsheet containing employee details. Ensure that the lookup column is set to the birthday column (Column D). For the lookup value, you need the current date format to match the date format in your Google Sheet. Use ‘Text Formatter by Pabbly’ to split the current date. Set the action event to ‘Split Text’ and use the hyphen as a separator.

• Select the current date to split into day, month, and year.
• Map the day and month to match the format in your Google Sheet.
• Test the lookup to ensure it retrieves the correct employee data.

After mapping the lookup value, click on ‘Save and Send Test Request’. This step will confirm if the data retrieval was successful.

5. Sending Birthday Wishes via Microsoft Teams Using Pabbly Connect

Now that you have the employee data, it’s time to send the birthday wishes. Add another action step and select ‘Microsoft Teams’ as your application. Choose the action event ‘Send Message in a Channel’. Click on ‘Connect’ to establish a connection with your Microsoft Teams account.

Once connected, select the team and channel where you want to send the birthday message. Craft your birthday message, ensuring to include the employee’s name by mapping it from the previous steps. A sample message could be: ‘Happy Birthday [Employee Name]! Wishing you a day filled with happiness.’

Finally, click ‘Save and Send Test Request’. If successful, you will see a confirmation that the birthday message has been sent to Microsoft Teams. This completes the automation process using Pabbly Connect to send birthday wishes from Google Sheets.

Conclusion

In this tutorial, you learned how to send birthday wishes on Microsoft Teams from Google Sheets using Pabbly Connect. This automation simplifies the process of sending personalized greetings to employees on their special day, ensuring no one is forgotten. By following these steps, you can enhance your team’s morale and create a positive workplace atmosphere.