Another great episode!
As someone who also cares but is terrible at remembering to do things for birthdays and holidays, I agree about the utility of creating OmniFocus tasks or even projects for people’s birthdays. For my closest family and friends, I send them a cool handwritten card through the mail from my phone using PunkPost. That OmniFocus task popping up ten days before their birthday is super helpful.
However, I disagree with the email merge portion of the episode. I find great utility in sending weekly personalized emails to all of my students
and their parents. There is research to back up the increased effectiveness of the personalization:
I have a post outlining how I do this using Office 365:
Not leaving well enough alone, @sylumer right here on the forms helped me move this into a Drafts and Shortcuts workflow: