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How to send Birthday email greeting automatically based on birthday date using Power Automate

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Posted on by Bagja

Hello,

My boss would like to have some email notification of Birthday greeting send to all employee if some of employees has a birthday.

I know this topic quite often being asked, and I know we cannot do it using outlook but I'm sure we can do it using Microsoft flow (power automate), but I don't know how to create the flow, and how to connect it to local outlook contact to get the birthday date, or maybe connect to SharePoint list with name and birthday date, and set the flow to run when today date = birthday date of someone from the list, and then send the greeting email to group of employees.

Any help is appreciated. Thank you.

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Building flows

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yashag2255 24,769 Super User 2024 Season 1 on at

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Hi @Bagja

You can check out a sample flow here that you can refer to for getting started: https://www.enjoysharepoint.com/send-happy-birthday-email-to-employees-using-microsoft-flow/

Hope this Helps!

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Cr1t 555 on at

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@Bagja
Hello, please see the flow below, i have used sharepoint list as datasourse here, columns type are as below.
Here is the flow.

Expression used in filter query is:
formatDateTime(utcNow(),'yyyy-MM-dd')

Here are some of the resources you can follow:
https://www.youtube.com/watch?v=tK99-zUFkjo&ab_channel=LernenTech
https://www.youtube.com/watch?v=asZHZwyvnaA&ab_channel=MichaelAlex
https://www.enjoysharepoint.com/send-happy-birthday-email-to-employees-using-microsoft-flow/

Please let me know if this works.
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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Bagja 16 on at

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Hello Cr1t,
Thank you for the help, I successfully create the flow, may I ask help again, I would like to add the Birthday Boy name in the email body to congratulate him, how do I do that?.
I follow this tutorial
Solved: Re: Power automate to get displayname and email in... - Power Platform Community (microsoft.com)
the flow is running without error, but the email is not coming in (I test to send to myself first)

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Cr1t 555 on at

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@Bagja
The link you sent me is for multi select choice field and it is to get all the users can create a table. For your case you can do this to get the name.

Ine the dynamic content there will be a option. Employee DisplayName. please see the screenshot below.
Please let me know if this works.
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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Bagja 16 on at

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Hi Yasagh2255,
using this filter formatDateTime(utcNow(),'yyyy-MM-dd'), will work if the birthday date is exactly the same with today date, which mean also the year. for example If the birthday is 09/20/2013, and today date is 09/20/2023. the trigger is not executed.

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Bagja 16 on at

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Hello Cr1t, this flow is working if the Birthday Year is the same with current year, for example if the Birthday is
"09-21-2011", the filter in query will not get it (Birthday eq 'formatDateTime(utcNow(),'yyyy-MM-dd')'), I've tried to extract the month and date only ("MM-dd") from Birthday like this :

formatDateTime([Birthday], 'MM-dd') eq '@{formatDateTime(utcNow(),'MM-dd')}'

but it result error:

The expression "formatDateTime([Birthday], 'MM-dd') eq '09-21'" is not valid. Creating query failed.
clientRequestId: 93dc6afb-0df3-479f-96e6-540d2245c249
serviceRequestId: 93dc6afb-0df3-479f-96e6-540d2245c249

Any help?, otherwise every year we have to change the year of the Birthday

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creativeopinion 10,502 Super User 2025 Season 2 on at

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@Bagja You will need to use a Filter Array action. I've just recently uploaded a YT Tutorial that covers this exact scenario. Please take a look!

Hope this helps!
If I helped you solve your problem—please mark my post as a solution ✅.
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Bagja 16 on at

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That is a comprehensive tutorial, Awesome 👍,
Thank you a lot creativeopinion

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