How to creat reminder of date of birth of employee

Platform discussions Special workflows & use cases
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1

hi
I have a list of employees, and I was interested adding a reminder for the birthday.
In addition to sending an email to an employee who has a birthday automatically
I have a birthday column
I have an age column
What should be done? Which formula or automation is right for this?

2

In monday bd reminders are harder that it looks. You must put the bd date without the year, (put the day and mont with this year date , or next year if has already past) and then make 2 automations one that reminds you that the bd will be coming and a second one to push that date for next year.
Please see below. Hope this helps

sample
sample3135Ă—1280 121 KB

3

I didn’t find the automation you are show me
can we do it together?

4

Thats exactly what I have done …reminder for birthday a few days prior and reminder to change the year to next…so far it works but I only have 25 employees so manageable…

any ideas how to make this year change automate.
Maria

5

Hi! Adding the Team Updates widget to a dashboard could be a solution. Team Updates

Best,
Tonya
Lucid Day

6

Hi community,
I’m facing the same problem. I tried the Team updates feature Tanya suggested and it is a great solution, but then it means I need everyone in my company to be users of monday (not yet) and to have all my 130 users adding their birthdays to Monday.
Gabo - your solution is great as well, but as you said, you have 25 employees. If I use automations to move the dates by one year, I will run out of automations capacity soon enough :smiley:
I set a formula column to calculate the Month of the birthdays, so HR can filter each month the relevant employees, but I can’t have reminders based on that.
any other ideas?

thanks

7

Hey @MichalGueta20
You can use General Caster app.
https://generalcaster.app/website/ideas/formulas/#from-birth-date-to-birthday

8

Hope Monday team can develop an automation | integration which allow us to automate send an email to customer on their birth day with a special deal.
Monday stills have a lot of things to develop.

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9

After a month using Monday.com, I think I need to look around for other CRM platform, anyone has any suggestions?
Thank you

10

Gabo, I just changed my automations to what you have shown. My I ask, why 1 month after birthday you push it 365 days, why a month? Can I do a week maybe or even change it on the day of Birthday

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What happens during leap years with 366 days?

1 Like