What does the "Email customers a birthday offer" workflow do?

Each day, emails customers whose birthday it is a greeting with your discount code. It connects Gmail and Google Sheets.

Which apps do I need to run "Email customers a birthday offer"?

It uses Gmail and Google Sheets. Connect each one once from your workspace and it is ready to run.

Can I change "Email customers a birthday offer"?

Yes. Copy it to your workspace and it is yours: open any workflow in the editor and change a step, schedule or condition, or add steps of your own.

Email customers a birthday offer

Each day, emails customers whose birthday it is a greeting with your discount code.

KDKevin Duan · 1 workflow · Updated Nov 13, 2026

UsesGmailGoogle Sheets

Email customers a birthday offer

A birthday message with a small gift brings customers back. Every day at 9:00 this reads your customers sheet and emails each person whose birthday is today a happy-birthday note with the discount code you choose.

The sheet needs the columns First name, Email and Birthday. Nothing is sent on a day with no birthdays.

Run every day at 09:00.Run every day at 09:00.

Customers sheetSet sheetUrl to blank.

Birthday offer codeSet offerCode to blank.

Customers with a birthday todayRead the rows of sheetUrl. Save it as birthdays.Google Sheets

For each customer in birthdays.rows:For each customer in birthdays.rows:

Wish the customer a happy birthdaySend an email to customer.Email. Save it as greeting. Subject: Happy birthday from us!Happy birthday, customer["First name"]! To say thank you for being a customer, here is a birthday gift: use the code offerCode on your next order. Have a wonderful day!Gmail