Team Birthday & Anniversary Reminders
Every morning, WebRun opens BambooHR, finds any employee with a birthday or work anniversary today or in the next 3 days, drafts a congratulatory Slack message and optional email for the team lead to send, and logs the milestone so nothing is forgotten.
How can I automatically send birthday and work anniversary reminders for my team?
Every morning, WebRun opens BambooHR, finds any employee with a birthday or work anniversary today or in the next three days, drafts a congratulatory Slack message and optional email for the team lead to send, and logs the milestone - so every occasion gets a personal acknowledgement.
- Every team birthday and work anniversary is caught before the day arrives
- Team leads get a ready-to-send message without writing from scratch
- Employee recognition happens consistently without relying on anyone's memory
Built for HR teams · team leads · people operations · office managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.bamboohr.comin a real browser with your saved login - no setup, no API keys. -
1
BambooHR - check today's birthdays and anniversaries
bamboohr.com
WebRun opens BambooHR to check today's birthdays and anniversaries. - Open BambooHR and check for employees with a birthday or hire anniversary today or within 3 days
- Capture name, milestone type, years of service (for anniversaries), and department
- Note their manager's name for the notification
Done when All upcoming birthdays and anniversaries are identified with employee details.
-
2
Slack - draft celebration message for team lead
slack.com
WebRun opens Slack to draft celebration message for team lead. - Draft a warm Slack message to the team channel celebrating each milestone
- Include the employee's name, milestone, and years of service where relevant
- Post automatically for standard messages, or hold for review if a larger milestone (5, 10 years)
Done when Celebration messages are drafted or posted for every upcoming milestone.
-
3
Gmail - draft personal note if requested
gmail.com
WebRun opens Gmail to draft personal note if requested. - For significant anniversaries (5+ years), draft a personal email from the team lead to the employee
- Reference their specific contribution and tenure
- Save as a draft for the team lead to personalise and send
Done when Personal email drafts exist for any significant anniversaries coming up.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it post birthday messages to Slack automatically?
Standard birthdays and anniversaries post automatically. Significant milestones (5, 10+ years) are held as drafts for a personal touch before posting.
What if an employee prefers not to have their birthday announced?
You can tag employees in BambooHR to opt out, and WebRun will skip them in every run.
Can it remind managers instead of posting publicly?
Yes - you can switch the delivery to a private Slack DM to each employee's manager rather than a channel post.
Related templates
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