Birthday + anniversary greetings

Settings → Auto-Greetings → enable Birthday + configure the template body. The cron runs every morning, finds contacts whose dateOfBirth matches today's month + day, and sends.

The same applies to anniversaryDate (customer onboarding date, purchase anniversary, whatever you want it to mean).

Safeguards

• We track lastBirthdayGreetedAt to prevent double-sends in the same year.
• Per-contact birthdayOptIn / anniversaryOptIn flags override the workspace default.
• Doesn't run if the message can't be delivered (e.g. no Cloud API number connected).