A person, completely zero at coding here. Please help!
Made a database for all the company’s contacts.
Have a date field “Birthday” which is in a Date format (but with an actual year of birth) (I dont have birthdays for all people by the way, so sometimes this field is empty)
Then used a formula (see below) to change the year of birth to the current one so I managed to create a calendar view for birthdays.
‘MMMM D YYYY’
But now I need to make an automation that would send an email to me if there is a birthday coming 2 days from now.
Ideally to look it like
Reminder! “Name Surname” has a birthday on “date of birthday”
I tried to use a trigger when “formule to calculate birthday” (it is a formula field) is within 2 days
and action “send an email”
But it doesnt seem to work: the automation only sees one person instead of several and doesnt seem to be able to collect the date of birth correctly.
If someone has performed a similat tast, can you help?
thank you so very much!