Congratulations Workflow

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.

7/8/2025
8 nodes
Complex
schedulecomplexgooglesheetsnooptwilioautomationlogicconditionalcodecustom
Categories:
Communication & MessagingSchedule TriggeredComplex WorkflowData Processing & Analysis
Integrations:
GoogleSheetsNoOpTwilio

Target Audience

  • 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.

    • Problem Solved

  • 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.

    • Workflow Steps

  • 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.

    • Customization Guide

  • Adjust Trigger Time: Users can modify the hour parameter in the Daily Trigger node to change when the workflow runs.
    - Change Google Sheets Ranges: Update the range parameters in both the Congratulations Calendar and Congratulations Messages nodes to point to different sheets or ranges as needed.
    - Modify Message Personalization: Users can edit the functionCode in the Personalize Message node to change how messages are formatted or to include additional data.
    - Update SMS Sending Parameters: In the Send SMS node, users can change the from number to their Twilio number or adjust the message format as necessary.
    - Add New Conditions: Users can expand the Any Event Today? node to include additional checks or conditions based on their specific requirements.