Evergreen

Tracking Birthdays & Life Events

No dedicated field for it -- here's how to track the milestones that matter anyway

01

The Problem

Facebook used to solve this by accident, surfacing a birthday reminder whether you wanted it or not. As people leave the platform or you stop checking it, that ambient reminder disappears -- and so does the memory of it, unless you rebuild it yourself. Anniversaries, new jobs, new babies, a friend's kid starting school: these are the moments people actually appreciate being remembered for, and they are exactly the details that fall out of your head between the day you hear about them and the day they matter again.

02

No Birthday Field -- and That's Fine

Evergreen does not have a dedicated date-of-birth or anniversary field on a contact. What it has is a freeform notes field on every contact, plus tags, and both are searchable. When someone mentions their birthday, their anniversary, or a milestone coming up, write it into their notes the way you would jot it in a notebook: "Birthday: March 14" or "5-year work anniversary in June." It is not structured data, but it is permanently attached to the person, dated by when you logged it, and one search away.

03

Turn the Note Into an Actual Reminder

A note alone will not surface itself on the right day -- nothing scans your notes for upcoming dates automatically. The reliable way to make it actionable is to create a follow-up action on that contact with a due date a few days ahead of the event: "Get something for Sarah's birthday," due March 10. Evergreen surfaces actions that are due soon and overdue, so the reminder lands in front of you with enough lead time to actually do something, instead of on the day itself when it is already too late.

04

Tag Milestones So You Can Find Them Later

Use a consistent tag -- life-event, birthday -- on anyone whose milestone you have logged, and you get a running, searchable list of the moments you have tracked across your whole network. Combine it with has:notes to check who has a note on file at all, or has:action to see whose reminder is still outstanding. It turns scattered memories into something you can actually query.

05

Let the Agent Draft the Message

When the reminder fires, Evergreen's on-device chat panel can read that contact's notes and interaction history and help you draft a message -- a birthday text, a congratulations note -- informed by what you actually know about them, not a blank compose window. It runs entirely on your Mac using Apple's on-device intelligence, so nothing about the message or the context behind it leaves your machine.

06

Kept Private, Kept Forever

Birthdays and life details are exactly the kind of personal information you do not want harvested by an ad platform. Evergreen stores everything locally in a SQLite database on your Mac -- no account, no cloud sync, no telemetry. The record you build of the people in your life is yours alone, and it does not disappear when a social platform changes its policy or shuts down.