
Birthday Cards
Get reminded about upcoming birthdays with a workflow to send personalized wishes.
- Contact photo and name
- How many days until their birthday
- How many years they’re celebrating (if known)
Anniversary Cards
Work anniversaries, company milestones, and other important dates.
- Type of anniversary (work, company founding, etc.)
- How many years they’re celebrating
- Days until the date
Check-in Cards
Reminders to touch base with people based on how well you know them.
- Inner Circle contacts — more frequent check-ins
- Acquaintances — less frequent
Interaction Reminders
When it’s been a while since you contacted someone.
- How many days since your last interaction
- The contact’s current company and role
Meet Reminders
Suggestions to schedule an in-person meeting.
Card Actions
All relationship cards support these actions:Running Workflows
Each card type has a default workflow:
Use Comment & Run to add context like “mention the project we discussed” before running.
Use Remix to customize the workflow for this specific person.

