Schedule One day of Birthdate

[nirmehta]

Dear sir,

I have already desgined one workflow on Birthday card from google sheets . Which is scheduled everyday.

Can it be possible to get a Name of person have birthday Tommorrow which I can get mail one day prior.

Is This can be done from same workflow or to design a new workflow . How to do that please share

 

[Fagun Shah]

Dear sir,

I have already desgined one workflow on Birthday card from google sheets . Which is scheduled everyday.

Can it be possible to get a Name of person have birthday Tommorrow which I can get mail one day prior.

Is This can be done from same workflow or to design a new workflow . How to do that please share

Can you share your current workflow screenshot or screenrecording?

 

[nirmehta]

Please check the workflow screenshot. If it is not integrated in this. It is OK. I will use same google sheets and I could receive an email daily one day prior of person's birthday. Please share your advice

 

[Fagun Shah]

From my understanding you are Matching Current Date Generated by Pabbly and Google Sheet Date(Birthddate) on Action Step - 9.

Now you want to get Email One day prior to yourself. For that we need to Filter using Current Day + 1 Day(Date and Time Formatter will let you do this).

But we can't use two filters directly, so we can use Routers instead.

1st Router for Current Day + 1 Day date match and 2nd one like your current filter.

In 1st router send email to your self, and in 2nd router add your current workflow steps after step 9.

 

[nirmehta]

Thank you for sharing but i dint able to perform could you please share screenshot.

I created a router and in that how I filter. Please share the steps to work in flow.

I put filter of date greater than 1 then it receives me an email of all people coming up birthday. So please guide. What I should select greater, less , equal not equal.

From my understanding you are Matching Current Date Generated by Pabbly and Google Sheet Date(Birthddate) on Action Step - 9.

Now you want to get Email One day prior to yourself. For that we need to Filter using Current Day + 1 Day(Date and Time Formatter will let you do this).

But we can't use two filters directly, so we can use Routers instead.

1st Router for Current Day + 1 Day date match and 2nd one like your current filter.

In 1st router send email to your self, and in 2nd router add your current workflow steps after step 9.

 

[Fagun Shah]

Thank you for sharing but i dint able to perform could you please share screenshot.

I created a router and in that how I filter. Please share the steps to work in flow.

I put filter of date greater than 1 then it receives me an email of all people coming up birthday. So please guide. What I should select greater, less , equal not equal.

I have not tried it by making a full workflow, but I can try to help you on zoom call if you want.

PM me on FB messenger - https://www.facebook.com/fagun.shah.7/

 

[nirmehta]

Dear Fagun, I am thankful to you for helping me in solving my query on sending birth day card and email. Thank you sparing your time and helping me in by video conferencing platform.

Thank you once again