Birthday Reminders

The Problem 

In a large network of independent consultants, where HR systems aren’t required, it is challenging to track users important information and ensure that important dates, like birthdays, aren’t missed. 

Technology Used 

  • Graph API
  • Power Automate 

The Solution 

Using a pre-existing personnel directory, stored in a SharePoint list we added an additional column to store the birthday of each member within the network. Using Power Automate we scheduled a workflow to check all of the birthdays in the personnel directory every day and send an email to designated users if a birthday is in 7 or 14 days. This gives them plenty of time to make necessary arrangements.  

Alternatives and Additional Options 

  • Monitor additional dates such as work anniversaries 

Birthday Reminders Real Time Statistics

73

Run Count

6.08

Time Saved (Hours)

Check out other ways we have made our clients more efficient

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