Account managers and team leads can use this automation to catch every birthday, work anniversary, or client milestone before it passes.
What's Included
- Date watching: Monitors calendar entries for upcoming personal and client milestones.
- Advance alerts: Sends a reminder several days ahead so you have time to prepare.
- Draft greeting: Uses AI to write a short, warm message you can personalize.
- Task creation: Adds a follow-up task to send a card, gift, or note.
How To Use
- Open the Automations tab and add a new automation.
- Set a daily trigger that scans for milestone dates ahead.
- Add an AI action to draft a greeting and a task action for follow-up.
- Choose your reminder window and enable the toggle.
Pair it with a relationship-focused AI agent or browse calendar automations to keep every relationship warm.