Skip to main content

Notifications

Community site session details

Community site session details

Session Id : sUAqs70P2qrk8xw7eTSzqX
Power Automate - Building Flows
Answered

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

Like (0) ShareShare
ReportReport
Posted on 20 Sep 2023 12:59:29 by 16

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.

  • Bagja Profile Picture
    16 on 21 Sep 2023 at 09:57:58
    Re: How to send Birthday email greeting automatically based on birthday date using Power Automate

    That is a comprehensive tutorial, Awesome đź‘Ť

    Thank you a lot creativeopinion 

  • Verified answer
    creativeopinion Profile Picture
    10,406 Super User 2025 Season 1 on 21 Sep 2023 at 02:02:34
    Re: How to send Birthday email greeting automatically based on birthday date using Power Automate

    @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 ✅.
    Consider giving me a 👍 if you liked my response!

    👉 Watch my tutorials on YouTube
    👉 Tips and Tricks on TikTok
  • Bagja Profile Picture
    16 on 21 Sep 2023 at 00:45:42
    Re: How to send Birthday email greeting automatically based on birthday date using Power Automate

    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 

  • Bagja Profile Picture
    16 on 20 Sep 2023 at 15:45:26
    Re: How to send Birthday email greeting automatically based on birthday date using Power Automate

    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.

  • Cr1t Profile Picture
    555 on 20 Sep 2023 at 15:18:53
    Re: How to send Birthday email greeting automatically based on birthday date using Power Automate

    @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.

    Cr1t_0-1695223097987.pngCr1t_1-1695223116142.png

    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.

  • Bagja Profile Picture
    16 on 20 Sep 2023 at 15:03:48
    Re: How to send Birthday email greeting automatically based on birthday date using Power Automate

    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)

  • Cr1t Profile Picture
    555 on 20 Sep 2023 at 13:34:40
    Re: How to send Birthday email greeting automatically based on birthday date using Power Automate

    @Bagja 

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

    Cr1t_0-1695216488828.pngCr1t_1-1695216518321.png

    Here is the flow. 

    Cr1t_2-1695216586037.png

     

    Cr1t_4-1695216691090.png


    Expression used in filter query is:

    formatDateTime(utcNow(),'yyyy-MM-dd')

     

    Cr1t_5-1695216750959.png


    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.

     

  • Verified answer
    yashag2255 Profile Picture
    24,442 Super User 2024 Season 1 on 20 Sep 2023 at 13:31:52
    Re: How to send Birthday email greeting automatically based on birthday date using Power Automate

    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!

     

    If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Understanding Microsoft Agents - Introductory Session

Confused about how agents work across the Microsoft ecosystem? Register today!

Warren Belz – Community Spotlight

We are honored to recognize Warren Belz as our May 2025 Community…

Congratulations to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Power Automate - Building Flows

#1
stampcoin Profile Picture

stampcoin 57

#2
Michael E. Gernaey Profile Picture

Michael E. Gernaey 47 Super User 2025 Season 1

#3
rzaneti Profile Picture

rzaneti 29 Super User 2025 Season 1

Overall leaderboard
Loading started