Send personalized birthday and anniversary emails with Google Sheets, Gemini, and Gmail
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 10 nodes and runs on a schedule (every day at 09:00). Along the way it connects Google Sheets, Google Gemini and Gmail.
How it runs
Trigger: On a schedule (every day at 09:00).
- Read Client List from Google Sheet (Google Sheets): uses Google Sheets
- Settings — Change These Before Running (Edit Fields (Set)): sets 17 fields: Trigger Hour, Advisor Firm Name, Premium Tone…
- Does Today Match Birthday or Anniversary? (If): checks a condition and branches into true / false
- Prepare All Client and Message Variables (Edit Fields (Set)): sets 16 fields: Client Name, Client Email, Advisor Name…
- Pick Smart Investment Suggestion by Age and Risk (Code): runs custom JavaScript code
- Ask Gemini to Write Personalised Wish (Google Gemini): uses Google Gemini
- Format Email Body and Delivery Fields (Edit Fields (Set)): sets 9 fields: Final Email Body, Send To, Subject Line…
- Send Personalised Wish Email to Client (Gmail): uses Gmail
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (8)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Google Sheets
n8n-nodes-base.googleSheets - Edit Fields (Set)
n8n-nodes-base.set - If
n8n-nodes-base.if - No Operation, do nothing
n8n-nodes-base.noOp - Code
n8n-nodes-base.code - Google Gemini
@n8n/n8n-nodes-langchain.googleGemini - Gmail
n8n-nodes-base.gmail
From the author
Birthday & Milestone Message Automation (n8n Google Sheets + Gemini AI + Gmail) This workflow automatically sends personalized birthday and anniversary emails to clients. It runs daily, checks a Google Sheet for matching dates, generates a warm AI message…