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Sophielamp's avatar
Sophielamp
Copper Contributor
Oct 13, 2020
Solved

Create birthday reminders from Sharepoint List

Hi there,   I am trying to create reminders for staff birthdays and work anniversary's two weeks before they are due. I have tried using the reminders feature however I understand this will only tr...
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  • Kelly_Edinger's avatar
    Kelly_Edinger
    Oct 13, 2020

    Hi Sophielamp - you may want to start with a SharePoint calculated column to get the 2 week reminder date - less coding in the flow.

     

    Then I'd do a scheduled flow that runs daily to see if that column = today, if true, send email. You may want to consider adding a variable so that the birthday only gets sent as day/month as the year may add some PII legal implications or just have everyone born in 1999 🙂

     

    Hope that helps!

Kelly_Edinger's avatar
Kelly_Edinger
Bronze Contributor
Oct 13, 2020

Hi Sophielamp - you may want to start with a SharePoint calculated column to get the 2 week reminder date - less coding in the flow.

 

Then I'd do a scheduled flow that runs daily to see if that column = today, if true, send email. You may want to consider adding a variable so that the birthday only gets sent as day/month as the year may add some PII legal implications or just have everyone born in 1999 🙂

 

Hope that helps!

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