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n8n automation

Birthday texts that go out without anyone remembering.

Client
Matys Nsir · Bastide Confort Médical
Sector
Medical equipment
Duration
February 2026 · in production

The problem

Client birthdays were tracked by hand from irregular CSV exports. Numbers entered in inconsistent formats, duplicates across files, dates in the wrong shape for the CRM, and a manual send that got skipped the moment a week got busy. The gesture existed on paper and disappeared in practice.

The architecture

  1. 01

    CSV import

    extraction and validation

  2. 02

    Normalisation

    E.164 format + CRM dates

  3. 03

    Deduplication

    JavaScript rules

  4. 04

    Cron 8am

    autonomous daily run

  5. 05

    Google Sheets

    real-time log

The real work wasn't sending, it was the data upstream: normalising numbers entered six different ways, reformatting birth dates to CRM standards, deduplicating without ever losing a client, and making every run auditable. Two workflows coexist: a manual import for new clients, and a fully autonomous daily cron.

The product

Anonymised screenshots — client names masked, amounts and volumes fictional

Data before automation

A French phone number can be written at least six ways in a client export. Until that's resolved, no send automation holds: it fails silently on part of the base and nobody notices. Normalising to the international E.164 format is step one of the workflow, not an option.

A log you can actually read

Every run writes to a Google Sheet in real time: who received, at what time, with what status, and why a recipient was skipped. The client can check for himself, without asking me. That's the difference between a system you endure and a system you control.

Stack

  • n8n
  • JavaScript
  • Google Sheets API
  • SMS API
  • CRM Universal
  • Cron

The outcome

  • 0

    manual sends left in the process

  • 8am

    daily trigger, unsupervised

  • 2

    workflows: manual import and autonomous run

  • 5.0

    reviews on Upwork and Malt

Malt · 5.0 · 01/03/2026

« Oussama is a responsive, professional freelancer and a pleasure to work with. He delivered both requested workflows seriously and efficiently, while taking the time to clearly explain the steps and how it all works. »

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