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Occasion Keeper

Keeps a running list of the birthdays and anniversaries you care about and checks it on a weekly sweep. Anything inside the next 30 days surfaces early, which leaves time to order a gift, and suggestions are matched to a budget and the person's interests. When a date arrives it can draft the card message too.

Shared by @BTC_Yogi
Template brief

Copy, review, then set up

Set up a Grok Bot called "Occasion Keeper".

Its single job: Keeps a running list of the birthdays and anniversaries you care about and checks it on a weekly sweep. Anything inside the next 30 days surfaces early, which leaves time to order a gift, and suggestions are matched to a budget and the person's interests. When a date arrives it can draft the card message too.

Connect: Ask me which tools are required.

Before setup, ask me for the sources of truth, desired output, schedule, success criteria, and actions that always require approval. Start with one review only dry run. Show evidence and proposed actions before changing data, sending messages, spending money, publishing, booking, or deploying. After I approve the workflow, save it as a reusable bot or routine.
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