Send automated birthday/anniversary greetings for employees

Purpose

1.1. Automate the process of sending personalized birthday and work anniversary greetings to employees.
1.2. Supports workforce engagement, recognition culture, and retention in electric scooter retail operations.
1.3. Reduces manual HR effort by automating greetings via multiple channels.
1.4. Ensures no employee milestone is missed through error-proof automation.
1.5. Allows scalable, automatable messaging as headcount grows.

Trigger Conditions

2.1. Occurrence of the employee’s date of birth or date of joining (anniversary) as stored in HRMS/employee database.
2.2. Optional: Company-defined reminder period (e.g., at 9:00am local time on the specified date).
2.3. Exclude employees on leave or who have exited (automatically through integrated status check).

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Automate “Message Create” API to send scheduled SMS on birthdays/anniversaries; configure dynamic templates with employee names.

3.2. SendGrid
- Feature/Setting: Automate “Mail Send API” to dispatch email greetings; use dynamic transactional templates.

3.3. Slack
- Feature/Setting: Automate “chat.postMessage” in a chosen channel; configure scheduled, personalized messages.

3.4. Outlook 365
- Feature/Setting: Automate “Send an email (V2)” action in Power Automate for calendar-based greetings.

3.5. Gmail
- Feature/Setting: Automate “send” via Gmail API with MIME-formatted birthday/anniversary messages.

3.6. WhatsApp Business API
- Feature/Setting: Automate sending pre-approved greeting message templates with variables via WhatsApp API.

3.7. Microsoft Teams
- Feature/Setting: Automate “Send message” with Graph API to target individuals or channels.

3.8. HubSpot
- Feature/Setting: Automate “Workflows” to trigger email automation on employee milestones.

3.9. Zoho People
- Feature/Setting: Automation through “Workflow Rules” for reminders and personalized notifications.

3.10. BambooHR
- Feature/Setting: Automate “Notifications” using employee date fields; integrates with email or Slack.

3.11. Google Calendar
- Feature/Setting: Automate event triggers using Calendar API to kick off a workflow for message dispatch.

3.12. Salesforce
- Feature/Setting: Automate “Process Builder” to trigger email or SMS via integrated connectors.

3.13. Mailchimp
- Feature/Setting: Automate birthday/anniversary campaigns using “Transactional” API or “Journeys.”

3.14. Discord
- Feature/Setting: Automate “POST message” via webhook on milestone dates.

3.15. Facebook Workplace
- Feature/Setting: Automate “Send announcement” API with custom message body.

3.16. ClickSend
- Feature/Setting: Automate “Send SMS” API for bulk or individual greetings.

3.17. Intercom
- Feature/Setting: Automate “Message Users” with filtered segments based on employee properties.

3.18. Zoho CRM
- Feature/Setting: Automate workflow rules for scheduled emails or SMS on birthdays/anniversaries.

3.19. ActiveCampaign
- Feature/Setting: Automate “Automation Builder” for conditional sending based on contact fields.

3.20. Telegram Bot API
- Feature/Setting: Automate direct messages to staff via pre-configured bot.

3.21. WhatsApp Cloud API
- Feature/Setting: Automate templated message dispatch upon triggered API event.

3.22. SAP SuccessFactors
- Feature/Setting: Automate reminders and greetings with integration-based scheduling workflows.

Benefits

4.1. Automatedly eliminates manual tasks—HR teams save time, reduce errors.
4.2. Automates personalized recognition, improving employee morale across locations.
4.3. Automation ensures consistency in communications, fostering belonging in the electric scooter dealership environment.
4.4. Supports automating staff engagement initiatives at any scale, leveraging existing business platforms.
4.5. Enables automatable compliance for employee recognition as part of structured HR programs.