Client birthday greetings — on their own, on the right day

Keep clients' dates in Microsoft Excel 365 — every day the scenario checks them and on the right one sends a warm personal wish through enkod.

  • A personal wish from AI
  • Dates checked every day
  • Sent on the right day
  • Nothing forgotten
Set it upScriptera

How it works

To move data from Microsoft Excel 365 to enkod automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Run Every Day at 9 AM
  2. Then: Read Client List from Google Sheet
  3. Then: Settings — Change These Before Running
  4. Check: Does Today Match Birthday or Anniversary?
  5. If yes: Prepare All Client and Message Variables
  6. Then: Pick Smart Investment Suggestion by Age and Risk
  7. Then: Ask Gemini to Write Personalised Wish
  8. Then: Format Email Body and Delivery Fields
  9. Then: Send Personalised Wish Email to Client

You can launch this Microsoft Excel 365 + enkod integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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