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:
- All workspace members
- Channel members only
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 🥳