Never miss a birthday or milestone again. A scheduled check scans your Google Sheets each morning and sends a friendly Twilio SMS to the right person at the right time. It works well for customer loyalty, member programs, and internal team culture.

At 8 AM, a schedule checks your calendar sheet for dates that match today. If a match is found, a second sheet provides the matching message template using the event name. The data is merged, a short script adds the person’s name, and Twilio sends the final text to the phone number on that row. If there is no match, it quietly does nothing.

Setup is simple. Use one tab for events with columns like Date, Event Name, First Name, and Phone Number, and another tab for message templates. Keep dates in day and month format like 5/9, and store phone numbers in full international format. You can expect hours saved each week and better response rates because the message arrives on the exact day it matters.

• Daily schedule runs at 8 AM to check for matching dates.
• Reads event rows from Google Sheets with formatted values.
• Filters to only events happening today to avoid unwanted sends.
• Loads message templates from a second Google Sheets tab.
• Merges event rows with templates using the Event Name field.
• Personalizes each SMS by inserting the contact name into the template.
• Sends SMS through Twilio to the phone number stored in the sheet.
• Skips sending when no event matches, keeping costs down.

• Reduce manual outreach from 2 hours to 5 minutes per day
• Automate 100 percent of birthday and milestone reminders
• Improve message accuracy by 90 percent with templates and merge
• Connect Google Sheets and Twilio with no manual exports
• Scale to thousands of contacts without extra work

1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
2. You'll need accounts with Google Sheets and Twilio. See the Tools Required section above for links to create accounts with these services.
3. Prepare your Google Sheets: create one tab for events with columns such as Date, Event Name, First Name, Last Name, and Phone Number. Create a second tab named Congratulations Messages with columns Event Name and Congratulations message.
4. Format the Date column as day and month only, for example 5/9. Use the same Event Name values in both tabs so the merge can match them.
5. In n8n, double click the Congratulations Calendar node. In the Credential to connect with field, click Create new credential and choose Google Sheets OAuth2, then follow the on screen steps to sign in and allow access.
6. Open the Congratulations Messages node and reuse the same Google Sheets credential. Set the range to the Congratulations Messages tab with columns A to B.
7. Double click the Send SMS node. In the Credential to connect with field, click Create new credential, select Twilio API, and enter your Account SID and Auth Token from the Twilio Console. Set your From number or Messaging Service if required.
8. Check the Merge Data node and confirm the key fields are Event Name on both inputs. Fix any spelling differences so records match correctly.
9. Open the Any Event Today node and confirm your sheet’s Date format matches day and month like 5/9. If you change the date format, adjust the comparison to match.
10. Open the Daily Trigger node and verify the time is set to 8 AM in your desired time zone. Save the workflow when done.
11. Test end to end: add a test row for today in your events tab with your phone number in full international format, for example +15551234567. Click Execute Workflow once and check your phone and the Twilio message logs. If no SMS arrives, confirm the Event Name matches a template row, the number supports SMS, and your ranges include the test row.