I'd like to be able to send out an automated email to an employee on the day of their birthday.

Thanks Gaurav.  If I have a birthday associated with each individual resource (employee), what's the best way to configure the above formula to trigger off notifications independently to each affected employee?  Thanks for your help.  I'm learning, but am definitely not a super skilled user.

Aaron, you would need to have a birthday report go to an internal user by daily Subscription and then then that internal user click a button set a date to today and refresh the report.

The email would trigger on that date being changed, and the report would filter on people who's birthday is today and the email was not sent today.

So the report would refresh and you click the next record.

That will be the only way to semi automate emailing non users.

Mark

Thanks Mark!

You can accomplish this with automations now. Update a birthday trigger date field to today's date and if it matches Gaurav's formula field above then you send a notification email.

.. I doubt that will work as Quick Base will see that as a multi record update and not a single record notification.

Oh no... could an automation trigger a quickbase action to trigger a notification in a related table?