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Quick setup (1 minute)

Setup page​


Let's go through each setting:

Channel​

Choose the channel where you want Billy to post birthday and work anniversary announcements.

Work anniversary​

Activate this option for Billy to announce work anniversaries, using the same process as for birthdays.

Scope​

This determines who you want to celebrate in the selected channel.

You have two options:

  1. All workspace members
  2. Channel members only
tip

Choose option 2 if you intend to use Billy for a specific team or department.
Otherwise, option 1 is the default choice for celebrating all workspace members.

Date collection method​

Automatic option is highly recommended for its time-saving benefits. It authorizes Billy to contact your workspace members directly to gather their birthday and work anniversary dates. Billy will also contact newcomers automatically, keeping your records up to date.


After completing the form, hit Submit to finish setting up Billy 🥳