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AutomationBirthdays from a table

Spotting birthdays from a table with AI

Keep birthdays in a table and get a nudge every morning about whose birthday it is today.

Birthdays from a table is ready-made automation in Altramano for daily work: keep birthdays in a table and get a nudge every morning about whose birthday it is today.

It works with Microsoft Outlook.

Ready-made automation · department Daily work

What it does

Put names and birthdays in the "Birthdays" table. Every morning this automation checks whose birthday it is today and sends you a short mail. Handy for colleagues, customers or family.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does spotting birthdays from a table work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Put names and birthdays in the "Birthdays" table. Every morning this automation checks whose birthday it is today and sends you a short mail. Handy for colleagues, customers or family.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For daily work: the personal layer: mailbox, calendar and action points. For anyone with no time to set it up themselves — it is already there. Those hours go into starting with the work itself, instead of with clearing your mailbox.

This department comes into play in healthcare practices and providers.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Birthdays from a table?

Microsoft Outlook and a Altramano environment.

Which department is Birthdays from a table for?

Daily work, in industries such as healthcare practices and providers.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

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All 17 templates for daily work

Templates are updated in your Altramano environment.

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