Automations for Birthday Notifications in Outlook

[James_Wales]

Hi! I run a travel company and we have lots of client info loaded into airtable, including peoples dates of birth. I want to set it up so that I get a notification in my outlook email on the day it’s one of our clients birthdays. Is this possible? I’ve tried using the date field, but obviously peoples DOBs are in the past, so the dates don’t match up with our current calender to get notifications. Thank you!

[JonathanBowen]

Hi @James_Wales - you can use a formula field to show the birthday this year:

DATEADD(
  Birthday, 
  DATETIME_DIFF(TODAY(), Birthday, 'years'), 
  'years'
)

This gets the number of years between the birthday and “today” then adds this number of years to the birthday. As an aside, this deals with birthdays on 29th Feb and these are forwarded to the 28th Feb.

Now that you have the date for this year, you can use this in an automation to send an email. Something like “when birthday this year = today”.