How can I customize the notification

[RGF]

Thank you!

But for a birthday (see. Screenshot), paragraphs 1 and 2 do not fit, 3 have no conditions, and that means 4?

[yuri]

4. Means that workflow is supposed to be trigger by another workflow.
3. Is to run with a specific period.

Specify Scheduling with value
0 7 * * *
to create notifications every morning at 7:00am

[RGF]

So, for a birthday, it is necessary to create two workflow:
1) Sheduled - triggered once a day
2) Sequental - depends on the previous one, checking if current day == birthday of Client

[yuri]

No

1. Create List Report that shows contacts who have a birthday today.
2. Select this report in Scheduled Workflow.
3. Add action to notify in workflow.

[RGF]

Thank you!