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Send Birthday Note to Customers


GeorgeTheJungle
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Hello @GeorgeTheJungle,

I can share the Task example to send an email 2 days before the birthday. 

1) The Table design example: 

ONg1DLQ.png

There is the Date_Of_Birth field that has Date/Time data type and stores the date of birth. 

I added the Birthday_this_year field with the Text(255) data type. 

 

2) The Task is set to run daily. Since the Actions Blocks are executed in a top-down hierarchy, we update the Birthday_this_year value as the  first action, and we select the records where Birthday_this_year is in 2 days as the  second action. 

t8R9tU5.png

This Task doesn`t consider birthday on February 29. 

3) Table for better visualization: 

SMVmZF0.png

 

If anyone has other examples of the Task, please share.

 

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