How to Post Birthday Wishes on Slack Daily from Google Sheets Using Pabbly Connect

Learn how to automate posting birthday wishes on Slack daily from Google Sheets using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the posting of birthday wishes on Slack daily from Google Sheets, you need to access Pabbly Connect. Begin by visiting the Pabbly website and signing up for a free account if you are a new user. Existing users can log in directly to access their dashboard.

Once logged in, click on the blue button labeled ‘Create Workflow’. You will need to give your workflow a name, such as ‘Post Birthday Wishes Daily on Slack via Google Sheets’. This naming helps in identifying the workflow later. After naming, click on the ‘Create’ button to proceed.

2. Setting Up the Scheduler in Pabbly Connect

The first step in your automation process is to set up a scheduler in Pabbly Connect. This scheduler will run daily to check for any birthdays. Select ‘Scheduler’ as the trigger application. You will then be prompted to choose how often you want this workflow to run. Set it to run daily and specify the time, for instance, 8:30 AM.

• Select ‘Scheduler’ as the trigger application.
• Choose the frequency as daily.
• Set the time to 8:30 AM.

After configuring the scheduler, click on ‘Save’. This will ensure that your workflow is set to check for birthdays every day at the specified time, making the process automated and efficient.

3. Fetching the Current Date with Pabbly Connect

Next, you need to fetch the current date using the Date & Time Formatter feature in Pabbly Connect. This step is crucial as it will help in comparing today’s date with the birthdays listed in your Google Sheet. Connect to the Date & Time Formatter and select the format you want, such as DD/MM/YYYY.

After connecting, click on ‘Save and Send Test Request’. This action will provide you with today’s date, which is essential for the next steps. Ensure that the format matches the one used in your Google Sheet for accurate comparisons.

4. Checking Birthdays in Google Sheets

The next step involves checking if today’s date matches any birthdays in your Google Sheets. For this, you will use the Google Sheets integration in Pabbly Connect. Select ‘Google Sheets’ as the action application and choose ‘Lookup Spreadsheet Rows’ as the action event. Connect your Google Sheets account and select the spreadsheet containing the birthday data.

• Choose ‘Lookup Spreadsheet Rows’ as the action event.
• Connect to your Google Sheets account.
• Select the spreadsheet with the birthday data.

Map the current date into the lookup value field. This setup will allow Pabbly Connect to search for any matching birthdays in your spreadsheet, ensuring that you can send wishes to the right people.

5. Posting Birthday Wishes on Slack

Finally, it’s time to post the birthday wishes on Slack using Pabbly Connect. Select ‘Slack’ as the action application and choose ‘Send Channel Message’ as the action event. Connect your Slack account, and select the channel where you want to post the birthday wishes. You can customize the message to include the name of the birthday person.

After setting up the message, click on ‘Save and Send Test Request’. This will send the birthday wish to the specified Slack channel, confirming that your automation is working correctly. From here on, Pabbly Connect will handle posting birthday wishes automatically every day.

Conclusion

In this tutorial, we explored how to automate posting birthday wishes on Slack daily from Google Sheets using Pabbly Connect. By setting up a scheduled workflow, fetching the current date, checking for birthdays, and posting messages on Slack, you can streamline your birthday wish process effortlessly. This integration not only saves time but also ensures that no birthday goes unnoticed in your team.