# Birthday - workflow automation

**URL:** <https://community.hubspot.com/t/birthday-workflow-automation/138809>\
**Category:** CRM\
**Tags:** workflows\
**Created:** [September 1, 2025, 1:28am UTC](https://community.hubspot.com/t/birthday-workflow-automation/138809 "2025-09-01T01:28:54Z")\
**Posts on this page:** 4\
**Page:** 1

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**Author:** ![NHarvey](https://avatars.discourse-cdn.com/v4/letter/n/8dc957/32.png) [@NHarvey](https://community.hubspot.com/u/NHarvey)\
**Post date:** [September 1, 2025, 1:28am UTC](https://community.hubspot.com/t/birthday-workflow-automation/138809/1 "2025-09-01T01:28:54Z")

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I have set up a workflow with a Birthday email, which is linked to date of birth for a client. It does not give me an option to select center on a date property. Will this cause an issue?

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [September 1, 2025, 3:52am UTC](https://community.hubspot.com/t/birthday-workflow-automation/138809/2 "2025-09-01T03:52:46Z")

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Hi @NHarvey,

The UI has changed slightly since I posted here: [https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Automated-Birthday-Salutation/m-p/648445](https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Automated-Birthday-Salutation/m-p/648445)

Here’s what you would do:

1. Create workflow
2. Click “Skip trigger and choose eligible records”

 ![karstenkoehler_1-1756698678484.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/3/5/35e90185c510a498ce49676cd5e84c3e8253f6cd.png)

1. Select “Contact”
2. Save and continue
3. Click into enrollment criteria box
4. Select “Based on a schedule”

 ![karstenkoehler_2-1756698729969.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/4/6/46c13e22e6afe5b669acadd208af464ecc0f9f6f.png)

1. Follow the rest of the steps here: [https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Automated-Birthday-Salutation/m-p/1030641/highlight/true#M5881](https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Automated-Birthday-Salutation/m-p/1030641/highlight/true#M5881)

Best regards!

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**Author:** ![NHarvey](https://avatars.discourse-cdn.com/v4/letter/n/8dc957/32.png) [@NHarvey](https://community.hubspot.com/u/NHarvey)\
**Post date:** [September 1, 2025, 5:19am UTC](https://community.hubspot.com/t/birthday-workflow-automation/138809/3 "2025-09-01T05:19:00Z")

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What do you mean by Click “Skip trigger and choose eligible records”

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [September 1, 2025, 5:28am UTC](https://community.hubspot.com/t/birthday-workflow-automation/138809/4 "2025-09-01T05:28:15Z")

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@NHarvey are you not seeing the screenshot with the red arrow pointing at that option in the user interface?