Congratulations Workflow
This workflow automatically detects daily celebration events, such as birthdays and anniversaries, and extracts corresponding greetings from Google Sheets. It can personalize and generate greeting messages, which are then automatically sent to designated mobile phone numbers via the Twilio service. This process addresses the challenge businesses face in sending greetings on important days, preventing human forgetfulness, enhancing customer and employee satisfaction, while also saving human resources and enriching the care experience within the company.

Workflow Name
Congratulations Workflow
Key Features and Highlights
This workflow automatically runs daily to check for any preset celebratory events on the current day (such as birthdays, anniversaries, etc.). It retrieves corresponding congratulatory messages from Google Sheets based on the event type, personalizes the messages, and then sends customized SMS greetings via the Twilio service to designated phone numbers. The entire process is fully automated, precise, and delivers warm, personalized wishes.
Core Problem Addressed
It solves the challenge of automatically sending congratulatory SMS messages on important anniversaries for businesses or organizations, eliminating the risk of manual oversight or cumbersome operations. This enhances customer or employee satisfaction and sense of belonging while saving human resources.
Application Scenarios
- Automatically sending birthday or work anniversary greetings to employees in enterprises
- Automated holiday or anniversary greetings in customer relationship management
- Personalized greeting pushes in membership systems to boost user engagement and retention
Main Workflow Steps
- Daily Trigger: The workflow automatically starts every day at 8:00 AM.
- Read Congratulations Calendar: Reads the day’s celebratory event data from a Google Sheets spreadsheet.
- Check for Events Today: Determines whether there are any celebratory events scheduled for the current day.
- Skip if No Event: If no events are found, subsequent steps are bypassed.
- Retrieve Congratulations Messages: Pulls corresponding congratulatory message templates from another Google Sheets document.
- Merge Data: Matches and merges event data with congratulatory message templates based on event names.
- Personalize Message: Dynamically generates customized SMS content based on the recipient’s name and the message template.
- Send SMS: Sends the personalized congratulatory SMS to the respective phone numbers via the Twilio API.
Involved Systems and Services
- Google Sheets: Stores celebratory event data and message templates, supporting dynamic reading and updating.
- Twilio: SMS sending service that ensures efficient and secure delivery of congratulatory messages to customers’ or employees’ mobile phones.
- n8n Platform Nodes: Includes scheduling triggers (Cron), conditional checks (If), data processing (Merge, Function), and more to automate the workflow.
Target Users and Value
- HR and administrative staff in enterprises, automating employee birthday and anniversary greetings to improve employee satisfaction.
- Customer relationship management teams, automating holiday greetings to enhance customer loyalty.
- Community operators or membership managers, enabling large-scale personalized greeting pushes with ease, saving time and manpower.
This workflow empowers users to effortlessly implement data-driven automated greeting delivery, improving management efficiency and the experience of care. It is a powerful tool for digital operations and customer engagement in enterprises.