How To Send Birthday Or Work Anniversary Email Using Power Automate

Send Birthday or Work Anniversary Email using Power Automate and SharePoint.

We can achieve this by using SharePoint list as a database and Power Automate to check the dates and trigger the B'Day Emails to particular Employee

Step 1. Create SharePoint list which includes following details of the employees

1. Student/Employee Name
2. Birth Date
3. Qualification etc

Step 2. Open Power Automate and create New Scheduled cloud flow with Recurrence frequency 1 Day, so the workflow will run every day.

Step 3. Add compose action to get current (Todays) Date

Step 4. In Previous action you will get current date in following format

Ex - 2022-11-07T04:30:00.9003168Z but we only required MM-DD format.

To achieve this Add new substring action and provide output of previous step as input to this action.

 By this action, you will get the trimmed date in MM-DD format as 11-07

Step 5. Next add Get Items action to read all the records from SharePoint List

Step 6. Now read birth date of each record using Compose action and it will automatically add apply to each action as shown below

Step 7. Here also we will get date like 2022-11-07 so this also need to be cut only in MM-DD format, To achieve add one more action called Substring below compose and give output of previous compose action as input to this action as shown below

Step 8. Next action to add condition to check both substring(Current date and birth date) for each record

Step 9. If condition gets true then we are adding Send an Email V2 action to particular Employee as shown below.

Now you are ready with the workflow to send B'Day Notification each day........!