Employee birthday and anniversary greetings — automatically

Every morning the scenario checks the employee list in Microsoft Excel 365, finds today's birthdays and anniversaries and posts a warm greeting to okoCrm.

  • No celebration is ever missed
  • The text is warm, not a template
  • Several occasions become one shared message
  • Runs off a plain spreadsheet
Set it up for yourselfScriptera

How it works

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

  1. Starts when: Daily 9AM Trigger
  2. Then: Fetch Employee Data
  3. Check: Check Birthday or Work Anniversary
  4. If yes: Combine Today's Celebrations
  5. Then: Generate Personalized Slack Message
  6. Then: Post Celebration to Slack Channel
  7. Then: Google Gemini Chat Model

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

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