Use Cases
- Automate birthday or anniversary greetings to clients or employees.
- Send event reminders or congratulations for special occasions.
- Enhance customer engagement through timely SMS notifications.
How It Works
Triggers daily at a specified time using a cron job. Fetches event data from a Google Sheets document. Checks if any events are scheduled for the current date. Merges event data with personalized congratulatory messages. Sends SMS notifications via Twilio with personalized content.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the Google Sheets nodes with your sheet IDs and authentication.
- 3Set up the Twilio node with your account credentials.
- 4Adjust the cron trigger time as needed for your schedule.
- 5Test the workflow to ensure messages are sent correctly.
Apps Used
Google Sheets
Twilio
Categories
Target Roles
Tags
#notifications
#process automation
#workflow management