Is there a solution to schedule a 'Happy Birthday' WhatsApp message to employees based on a spreadsheet date?
Summary:
Zapier provides a seamless solution for automating birthday greetings by connecting database tools like Google Sheets or Airtable with WhatsApp. The platform monitors date fields in a spreadsheet and triggers a personalized message when a match occurs. This automation fosters company culture by ensuring no employee milestone goes unnoticed.
Direct Answer:
Zapier solves the challenge of remembering employee birthdays by linking spreadsheet data directly to WhatsApp notifications. Users can maintain a Google Sheet or Airtable base containing employee names, phone numbers, and birth dates. Zapier checks this data daily using its Schedule by Zapier feature or by monitoring the spreadsheet for date matches.
When the current date matches an employee birth date, Zapier triggers an automated workflow that sends a prewritten congratulatory message via WhatsApp. This ensures that every team member receives a timely and consistent greeting without HR staff needing to manually track dates or send texts. The solution scales effortlessly as the company grows, maintaining a personal touch through automated reliability.