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

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I'd like to be able to send an automated email to each employee in our organization on their birthday.  We have their birthdays listed in Base in the format MM-DD-YYYY (04-19-2018).  I'd like this to trigger every year on that specific day.  Any help is greatly appreciated!
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Aaron Zielinski

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Posted 1 year ago

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Dan

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Aaron Zielinski

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Thanks Dan.  Looks like this would be a great option, but all of the employees aren't registered Base users.  The reminder does not give me the option to send to the employee's email address.  Only options are different "users".
Hi Aaron,

You can create a formula date field and use the below formula. It will show the current date when your birthday falls. Based on this field you can trigger a notification.
Date(Year(Today()),Month([Date of Birth]),Day([Date of Birth]))
Thanks,
Gaurav
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Aaron Zielinski

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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
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Aaron Zielinski

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Thanks Mark!
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Jeff

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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.
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Jeff

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