CONFIDENTIALITY: All information shared is private and used only for your engagement with Shakti AI, protecting both your privacy and our internal processes.

ShaktiAI needs some information to be able to set you up with the free WallyWishes Bot. Complete this form or if you prefer to provide the information on a call, schedule one here (https://calendly.com/padmaja-shakti-ai/30min)

1. Organization Information

Your Contact Phone number

Number of employees in the organization

Number of clients you service annually

1 to 25

2. Your current setup

If other, which one?

3. Birthday information will be stored in:

Where will the file containing your client birthdates reside?

Google sheets

4. Your client birthdays file content location

5. Email Account information

Email Account that will have access to the file containing the birthday list:

( IMPORTANT: This account will be used to access your Google Sheet and send emails)

Authorization Permissions NOTE: This will provide access to the Bot to enable the automation.(Please check both) :

I authorize access the Bot to my Sheets location

I authorize access the Bot to my Gmail for sending emails

Sheet Tab Name (default: Sheet1)

Google Sheet Column Structure. Create the Sheet in this format and confirm:

Column A: Name; Column B: Email; Column C: Birthday Date - Format: MM/DD/YYYY (Recommended)

Our Standard format

Yes. Google Sheet created in the Standard Format

7. Email Sending Preferences

Send emails from:

Same email as above

Use Different Email

If different email, which one?

Preferred sending time

9am

If other, what time?

8. Email Content Customization

1. Email subject line

"🎉 Happy Birthday, [Name]!"

Custom Email Subject Line

2. Greeting style

Formal (Dear [Name])

Casual (Hi [Name])

3. Custom message/note to include in the body of the email:

4. Signature/Closing:

Company Name

Please drop me an email with any questions if you need help with completing this form.

Thank you for taking the time to complete the form. We will review your details and get in touch shortly with next steps.

Once the development is completed, we will schedule a working session to complete the set up from your end and test the bot to ensure the emails with the birthday wishes are being sent as expected.

All set! We’ll take these details and do the heavy lifting for you!

WallyWishes - Setup Intake Form

Birthday Email Automation Setup Intake form