Send Personalized Occasion Wishes with AI, Google Sheets and Gmail

Overview: Automated Occasion Wisher

How it works

• Runs daily to check if today matches any birthday, anniversary, or special occasion in your Google Sheet
• AI Agent reads the sheet and returns a list of users having a special occasion to wish with details and a personalized wishing message
• If there is no one to wish, no email is sent. If there are multiple people to wish, multiple personalized emails are sent

Setup steps

• Connect your Google Sheet containing columns as: Name, Occasion_Date, Email, Occasion_Type, Relationship, Personal_Note
• Insert the AI prompt ensuring strict JSON output (list format only)
• Configure the Email node for sending the final message

Customization

• Edit AI prompt to change message tone, length, or emojis
• Add support for multiple reminder styles (e.g., early notification)
• Extend with logging, Slack alerts, or saving sent email history