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Install Billy, the birthday bot, in Slack

Add Billy, the BuddiesHR birthday bot, to your Slack workspace in about 30 seconds, and what to do if an App Manager has to approve the install first.

SlackUpdated Oct 8, 20262 min read

Installing Billy, the BuddiesHR birthday bot, in a Slack workspace takes about 30 seconds. Once it's installed, a short setup page lets you choose where and how Billy celebrates birthdays and work anniversaries. Using Microsoft Teams? See install Billy in Microsoft Teams.

Step 1: Click Add to Slack#

You can start from the BuddiesHR website or from the Slack Marketplace.

From the BuddiesHR website#

Go to the Get started page and click Add to Slack on the Billy card. On the Billy page, Start free in Slack takes you there too.

The BuddiesHR Get started page, with Billy's Add to Slack button highlighted

From the Slack Marketplace#

Open Billy in the Slack Marketplace and click Add to Slack.

Billy's listing in the Slack Marketplace, with the Add to Slack button highlighted

Step 2: Select the right workspace#

Slack asks Where do you want to use 'Billy (The birthday bot)'? Pick your workspace in that dropdown.

Slack's permission page for Billy, with the workspace dropdown highlighted

Step 3: Click Allow#

Review the permissions Billy needs, then click Allow.

Slack's permission page for Billy, with the Allow button highlighted

Installation complete 🥳#

You land on the Setup Billy Birthday page. Pick a channel, choose who to celebrate and how to collect dates, then click Submit.

The Setup Billy Birthday page, with its title highlighted

The quick setup guide explains each setting.

Billy also sends you a thank-you message in its Messages tab, with a 🏡 Home button to open the admin settings.

You become a Billy admin automatically, like every Slack workspace admin. Billy is free under 10 seats, then comes with a 30-day free trial: see how Billy's free plan and free trial work.

Troubleshooting#

I don't have permission to install Billy#

If your workspace only lets App Managers install apps, Slack shows a Request to install form instead of the Allow button. Add a short message for your App Managers and submit it.

Slack's "Request to install" form for Billy

Once an App Manager approves the request, Slackbot sends you a message and you can install Billy from the Slack Marketplace.

Slackbot message confirming the request to install was approved

I don't see the setup page#

If your workspace has a lot of channels, the setup page may not be able to list them and shows this message instead. Finish the setup from Slack by adding Billy to a channel.

Message explaining that the last setup step is adding an active channel in Billy's admin settings in Slack

Still stuck? Talk to a human.

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