Latenode
Google sheets
Gmail

Automatically send personalized birthday emails from Gmail based on Google Sheets data

This automation is designed to help small businesses and individual professionals keep track of their clients' birthdays and send personalized greeting emails. The process starts by scanning a Google Sheets document containing a list of client birthdays.

It then automatically generates and sends a personalized email message to each client on their birthday using the Gmail email service. This streamlines the birthday wishes process, ensuring that no client is overlooked and that each message is tailored to the individual. The automation integrates Google Sheets for data storage and Gmail for email delivery, making it a convenient solution for managing client relationships and maintaining a personal touch.

Updated Apr 6, 2026Est. run: 25sEst. cost: $0
How Latenode estimates time and cost

Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.

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Email

Workflow preview

What this template does

  • Extracts client birthday data from a Google Sheets document
  • Generates personalized email messages for each client's birthday
  • Sends the birthday greeting emails via the Gmail email service
  • Ensures no client is overlooked and each message is tailored
  • Provides a convenient solution for managing client relationships

How it works

1
Trigger

Connect to Google Sheets

The automation starts by connecting to a Google Sheets spreadsheet containing a list of client birthdays.

2
Logic

Iterate through client birthdays

For each client birthday recorded in the Google Sheets spreadsheet, the automation will proceed to the next step.

3
Action

Generate personalized birthday email

The automation generates a personalized birthday email message for the current client, using their name and other relevant details from the Google Sheets data.

4
Action

Send birthday email via Gmail

The personalized birthday email is then sent to the current client using the Gmail email service, ensuring a timely and tailored greeting.

Setup guide

1

Add Google Sheets Credential

1. In the Latenode Credentials panel, add a new credential for Google Sheets. Follow the OAuth flow to authorize Latenode to access your Google Sheets data.

2

Configure Google Sheets Node

1. In the Latenode visual builder, add a Google Sheets node. 2. In the node settings, select the Google Sheets credential you added earlier. 3. Configure the node to read data from the specific Google Sheet and sheet containing your client birthdays.

3

Add Gmail Credential

1. In the Latenode Credentials panel, add a new credential for Gmail. Follow the OAuth flow to authorize Latenode to send emails on your behalf.

4

Configure Gmail Node

1. In the Latenode visual builder, add a Gmail node. 2. In the node settings, select the Gmail credential you added earlier. 3. Configure the node to send a personalized email to each client, using data from the Google Sheets node (e.g., client name, birthday).

5

Test and Activate Workflow

1. Preview the workflow to ensure the Google Sheets and Gmail nodes are configured correctly. 2. When ready, activate the workflow to start automatically sending birthday emails to your clients.

Requirements

Google Sheets account with access to the birthday list spreadsheet
Gmail account with the ability to send emails
Permissions to access the Google Sheets and Gmail APIs
Workflow configured to periodically scan the Google Sheets birthday list and send personalized email greetings via Gmail

FAQ

Common questions about this template

The automation is triggered on a schedule to scan the Google Sheets birthday list and send personalized emails to clients on their birthdays.
Contact support →

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