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Daily Event Reminder Automation

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Congratulations Workflow automates daily event reminders by checking Google Sheets for any events scheduled for the day. If an event is found, it personalizes congratulatory messages and sends them via SMS using Twilio. This ensures timely and personalized communication, enhancing engagement and celebration of important occasions.

Workflow Overview

Congratulations Workflow automates daily event reminders by checking Google Sheets for any events scheduled for the day. If an event is found, it personalizes congratulatory messages and sends them via SMS using Twilio. This ensures timely and personalized communication, enhancing engagement and celebration of important occasions.

  • Event Organizers: Individuals or teams responsible for planning and managing events, ensuring timely communication with attendees.
  • Small Business Owners: Owners who want to automate customer engagement and enhance relationship management.
  • Marketing Professionals: Marketers looking to send personalized messages and greetings to clients or leads on special occasions.
  • Nonprofits: Organizations that want to recognize and celebrate milestones of their supporters or volunteers.
  • Individuals: Anyone who wishes to automate sending personalized congratulations messages for birthdays, anniversaries, or other events.
  • This workflow addresses the challenge of managing event reminders and personalized communication. It automates the process of checking for events on a specific day and sending out customized congratulatory messages via SMS, ensuring that no important occasion is overlooked.
  • It helps save time and effort by eliminating the need for manual checks and message sending, allowing users to focus on other important tasks.
  • Daily Trigger: The workflow initiates every day at 8 AM, ensuring timely communication.
  • Congratulations Calendar: It retrieves event data from a Google Sheets document, specifically looking for events scheduled for the current date.
  • Any Event Today?: This node checks if there are any events for the day. If there are no events, it proceeds to the Do Nothing node, effectively ending the workflow without action.
  • Congratulations Messages: If there are events, it retrieves a list of congratulatory messages from another Google Sheets document.
  • Merge Data: This step merges the event data with the corresponding congratulatory messages based on the event name, preparing personalized messages.
  • Personalize Message: A function customizes the messages by adding the recipient's first name to the greeting, creating a warm and personal touch.
  • Send SMS: Finally, the personalized messages are sent via Twilio SMS to the respective phone numbers, ensuring that recipients receive their congratulations promptly.

Statistics

8
Nodes
0
Downloads
30
Views
2680
File Size

Quick Info

Categories
Communication & Messaging
Schedule Triggered
+2
Complexity
complex

Tags

code
custom
noop
logic
conditional
complex
schedule
automation
+2 more

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