I’m looking for an advise on how leverage Zapier for the following use case.We want to send on a specific date an congratulations email to an employee who celebrates his/her company anniversary. All details are known in advance and we’d like to automate it.Automatically sending email to a predefined recipient, at a defined future date. Source: Google Sheet with all names, date, email addresses Mail: Gmail Personalized email message : “Dear [Firstname]” Sender: me / personal account (no group mailbox)Idea: Run the automation once and let Gmail send out the email by schedule send.Many thanks.

Question

Gmail schedule company anniversary email

Forum|Forum|4 years ago
December 10, 2021
3 replies
134 views

A

Anonymous

I’m looking for an advise on how leverage Zapier for the following use case.

We want to send on a specific date an congratulations email to an employee who celebrates his/her company anniversary. All details are known in advance and we’d like to automate it.

Automatically sending email to a predefined recipient, at a defined future date.
Source: Google Sheet with all names, date, email addresses
Mail: Gmail
Personalized email message : “Dear [Firstname]”
Sender: me / personal account (no group mailbox)

Idea: Run the automation once and let Gmail send out the email by schedule send.

Many thanks.

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M

marms_tj
Beginner
Forum|Forum|4 years ago
December 10, 2021

If you have a list of anniversaries in GSheets, you could use Schedule by Zapier as your trigger, then every day action a lookup in the column containing the dates for today’s date (maybe using {{zap_meta_human_now}} to get today’s date). Then if it finds a row with today’s date in send an email using a Gmail action step to the email address and first name from that row.