Send birthday and work anniversary wishes to staff members

Purpose

1.1. Automate the scheduling and sending of birthday and work anniversary wishes to staff, improving morale, team culture, and engagement throughout the saree shop business and ensuring no critical date is missed due to manual oversight.
1.2. Deliver personalized wishes via the most suitable channel—SMS, email, or messaging apps—automatedly, saving management time and ensuring a consistent tone.

Trigger Conditions

2.1. Automated calendar check for staff dates (birthdays/anniversaries) at a set time daily.
2.2. Trigger when a date field in HR management or employee database matches the current date.
2.3. Trigger on HR system webhook when new staff data is created or updated.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Configure SMS API and Webhook; set automated message template; map staff contact details.

3.2. SendGrid
• Feature/Setting: Email API; create automated transactional campaign; dynamic template for personalization.

3.3. Slack
• Feature/Setting: Scheduled message via Slack API; automate sending to specific channels or direct messages using bot tokens.

3.4. Microsoft Teams
• Feature/Setting: Automate flow with Teams Graph API; schedule bot messages to users/groups.

3.5. WhatsApp Business API
• Feature/Setting: Automatedly send personalized template messages using staff phone fields.

3.6. Google Workspace (Gmail)
• Feature/Setting: Use Gmail API; automate sending of scheduled personalized emails via service accounts.

3.7. Outlook (Microsoft 365)
• Feature/Setting: Automate email delivery with Microsoft Graph or Outlook REST API; recurring scheduled mails.

3.8. Facebook Messenger API
• Feature/Setting: Automate wishes via Page Inbox API; webhook for event triggers.

3.9. Zoho People
• Feature/Setting: Fetch staff dates from Zoho People API; automate message based on custom function triggers.

3.10. BambooHR
• Feature/Setting: Scheduled API fetch of events; email/SMS automation via integrated communication tools.

3.11. Airtable
• Feature/Setting: Use scripting block or automation; email/SMS trigger when date field matches.

3.12. HubSpot
• Feature/Setting: CRM workflow automation; scheduled custom action emails to staff.

3.13. Mailchimp
• Feature/Setting: API for transactional emails; automate delivery of event-based templates.

3.14. Pipedrive
• Feature/Setting: Automation triggers based on custom staff fields; integrate email/SMS add-ons.

3.15. Zoho CRM
• Feature/Setting: Automated workflow rules; send messages using custom criteria.

3.16. Google Calendar
• Feature/Setting: Calendar event triggers; automated scripts to send notifications.

3.17. Intercom
• Feature/Setting: Automate sending via Proactive Messages API; scheduled messages.

3.18. Telegram Bot API
• Feature/Setting: Bot automates push notifications to staff accounts.

3.19. Salesforce
• Feature/Setting: Process Builder or Flow; automated email/SMS on birthday/anniversary records.

3.20. Freshteam
• Feature/Setting: Automated webhook for date triggers; automate internal notifications.

4. Benefits

4.1. Automating these messages reduces manual effort, eliminates the risk of missing staff milestones, and increases team morale.
4.2. Automation ensures a standardized tone, timely delivery, and can be scaled for any team size with minimal management.
4.3. Automate tracking and messaging for a seamless, consistent internal communications strategy in staff management.