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Birthday Wish Automation with n8n

Automate personalized birthday greetings for your customers effortlessly with n8n! This project automatically sends customized birthday emails with AI-generated images to strengthen customer relationships and enhance engagement.

Birthday Wish Automation Cover


Table of Contents


Overview

Birthday Wish Automation is an n8n workflow designed for businesses and customer service teams. It:

  • Automatically sends personalized birthday greetings to customers on their special day
  • Generates custom birthday images using AI (Gemini) for each customer
  • Creates warm, professional messages using AI language models
  • Tracks sent greetings to prevent duplicates
  • Runs on a daily schedule, ensuring no customer birthday is missed

How It Works

Birthday Wish Workflow

Workflow Steps

  1. Schedule Trigger

    • Initiates the workflow daily at 6:00 AM
    • Ensures timely birthday greetings
  2. Get Row(s) in Sheet

    • Retrieves all customer records from Google Sheets
    • Accesses customer names, email addresses, and birth dates
  3. Filter Unsent Messages

    • Filters customers where "Birthday Wish Sent" column is "No"
    • Prevents duplicate birthday greetings
  4. IF (Birthday Check)

    • Checks if today's date matches the customer's date of birth
    • Only processes customers whose birthday is today
  5. Generate Subject and Message

    • Uses Gemini AI to create personalized birthday messages
    • Generates both email subject and body content
    • Ensures warm, professional communication
  6. Generate Birthday Image

    • Creates custom birthday greeting images using Gemini AI
    • Features customer name prominently with company branding
    • Optimized for email attachments (800x400 pixels)
  7. Send Birthday Email

    • Delivers personalized birthday message via Gmail
    • Includes the custom AI-generated birthday image
    • Sends to customer's email address
  8. Update Sheet

    • Marks "Birthday Wish Sent" column as "Yes"
    • Prevents duplicate greetings in future runs

Benefits

  • Strengthens customer relationships with personalized birthday recognition
  • Automates special occasion engagement without manual tracking
  • Saves time compared to manual birthday wish management
  • Enhances brand perception with professional, timely greetings
  • Prevents duplicate messages through automated tracking
  • Creates memorable customer experiences with custom AI-generated content

Requirements

  • n8n installation or cloud account
  • Google account with:
    • Access to Google Sheets (customer database)
    • Access to Gmail (for sending emails)
    • Gemini AI API access (for message and image generation)
  • Customer data in Google Sheets with birth dates

Setup Instructions

1. Clone or Import Workflow

  • Download or import the attached Birthday Wish Automation.json workflow in your n8n instance
  • Use the Visual editor or Desktop version for easy setup

2. Connect Google Sheets

  • Add your Google Sheets credentials in n8n
  • Configure the sheet ID and worksheet name
  • Ensure your sheet contains customer data with birth dates

3. Connect Gmail

  • Add your Gmail credentials to the email node in n8n
  • Verify permissions for sending automated emails
  • Test email functionality before deployment

4. Configure Gemini AI

  • Add your Google Gemini API credentials in n8n
  • Configure the AI model settings for optimal performance
  • Set appropriate rate limits and API quotas

5. Customize Birthday Messages

  • Edit the AI prompt in the "Generate Subject and Message" node
  • Customize the image generation prompt for your brand style
  • Adjust message tone and company information as needed

6. Schedule the Trigger

  • Configure the schedule node for your preferred run time
  • Daily morning triggers (6:00 AM) are recommended
  • Consider your customer's time zones

7. Test the Workflow

  • Run the workflow manually to verify all connections
  • Check Gmail sent folder for test emails
  • Verify Google Sheets updates correctly

Customization

Customer Data Sheet Structure

Your Google Sheets should include these essential columns:

Customer Data Example

  • Customer Name: Full name for personalization
  • Email Address: Customer's email for sending greetings
  • Date of Birth: Birth date in MM/DD/YYYY format
  • Birthday Wish Sent: "Yes" or "No" to track sent greetings

AI Message Personalization

The workflow automatically personalizes messages using customer data:

Sent Email Example

Subject: Happy Birthday, [Customer Name]! A Special Wish from Fuzion Tech

Message:

Dear [Customer Name],

We wish you a wonderful birthday filled with joy and success. Thank you for being a valued member of our community.

Best wishes,
The Fuzion Tech team

Image Generation Customization

Customize the AI image generation prompt for your brand:

  • Company Name: Update "Fuzion Tech" to your business name
  • Image Style: Modify colors, fonts, and design elements
  • Dimensions: Adjust image size for your email template needs
  • Branding Elements: Include your logo or brand colors

Troubleshooting

  • Google Sheets connection fails: Check API permissions and sheet ID
  • Gmail authentication errors: Verify OAuth2 credentials and permissions
  • Gemini AI failures: Check API quotas and authentication
  • Image generation issues: Review prompt formatting and API limits
  • Workflow scheduling problems: Check n8n instance status and cron expressions
  • Duplicate emails: Verify "Birthday Wish Sent" column updates properly

Contributing

Contributions and suggestions are welcome!
Fork the repo, submit issues, or create pull requests for workflow improvements.


License

This project is licensed under the MIT License.


Contact


Skills & Technologies:
n8n, Gemini, Customer Care, Gmail, Google Sheets Automation


Enjoy automated birthday greetings and enhanced customer relationships!


_For any issues, please contact the project maintainer or open an issue on your workflow repository.