Customer Birthday Greeter
An always-on agent for local service businesses that keeps customers feeling remembered. It reads your customer list every morning, matches today's date against birthdays and major U.S. holidays, drafts a short personalized greeting in a warm tone tailored to each recipient, and sends the message by email. A run log in the agent database prevents the same customer from receiving the same greeting twice in 365 days. If a customer has multiple events on the same day, the agent merges them into one message. Missing names, missing birthdays, or malformed rows are skipped and reported back in a daily summary so the source list can be cleaned up over time.
Agent snapshot
Built for cross industry work, not a generic template.
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runs observed
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community clones
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integrations used
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labels matched
Sample input
Build an agent to customer Birthday Greeter. Use Google Sheets. Focus on sales outreach. Return a ready-to-review result after each run.
Sample output
Every morning at 9am, scans your customer sheet for today's birthdays and U.S. holidays, drafts a warm personalized greeting, and emails it from your account after deduping against the past 365 days.
What this agent automates
This run includes 7 concrete steps from the published agent data.
Pull all rows from the connected customer list and normalize first name, contact email, birthday, and any custom event columns.
Use Get Current Time in the user's timezone to determine today's date and which holidays apply from HOLIDAYS_TO_CELEBRATE.
Identify customers whose birthday matches today (month + day) and customers eligible for today's holidays.
Query the agent database deduplication table for any (customer_id, event_key) sent in the past 365 days and remove those from the send list.
For each remaining recipient, draft a 1-3 sentence greeting in the configured TONE, addressing them by name and including BUSINESS_NAME and OFFER_TEXT when INCLUDE_OFFER is enabled.
Send each email via the embedded Email Sender, then insert (customer_id, event_key, sent_at) into the dedupe table.
Integrations used
Customer Birthday Greeter connects Google Sheets.
Google Sheets
Connected in this agent
Clone Customer Birthday Greeter
Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your cross industry workflow.
Plans start at €20/mo