I have some birthdays in a google sheet. Birthday DAYs in one column and birthday MONTHs in another column - so today 13 (for 13th) in column C and 4 (for April) in column D. How can I trigger an email when the birthday is today?
(the info is populated from a form in Convertkit which cannot store dates, only text).
Hi
2 approaches
Check daily via a schedule.
- Trigger: Schedule
- Daily
- Will return theses data points:
- Month
- Day
- Action: GSheets - Lookup Row(s)
- Action: Filter
- Check if a Row/ID is found and returned
- Action: Looping - Create Loop from Line Items
- Since there could be multiple rows found for the same date
- Action: Gmail - Send Email
Other approach...
Use Airtable instead of GSheets.
Airtable has a Formula field.
You can use the Formula field to get a date from the Day/Month + determine the YEAR for TODAY.
Airtable has Views which are segments of data. (filter, sort, group, show/hide fields, reorder fields)
Airtable Views can be used to trigger Zaps.
Or Airtable has Automations.
Airtable Automations can trigger when a record matches conditions. (e.g. Date = TODAY)
Airtable Automations has a native integration with Gmail to Send Email.
Thanks so much Troy - I think the first option looks best for me to try. I haven’t used those action triggers before so I’ll have go…..
Hi
2 approaches
Check daily via a schedule.
- Trigger: Schedule
- Daily
- Action: Formatter > Date & TIme > Format
- Get Month
- Action: Formatter > Date & TIme > Format
- Get Day
- Action: GSheets - Lookup Row(s)
- Action: Filter
- Check if a Row/ID is found and returned
- Action: Looping - Create Loop from Line Items
- Since there could be multiple rows found for the same date
- Action: Gmail - Send Email
Other approach...
Use Airtable instead of GSheets.
Airtable has a Formula field.
You can use the Formula field to get a date from the Day/Month + determine the YEAR for TODAY.
Airtable has Views which are segments of data. (filter, sort, group, show/hide fields, reorder fields)
Airtable Views can be used to trigger Zaps.
Or Airtable has Automations.
Airtable Automations can trigger when a record matches conditions. (e.g. Date = TODAY)
Airtable Automations has a native integration with Gmail to Send Email.
I’m at the formatter (step 2).
It wants to ‘transform’ the format of the date but I don’t need it to do this, it recognises today is month 4 already and the day is 13. Any ideas?
Then remove the 2 Formatter steps.
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