> For the complete documentation index, see [llms.txt](https://docs.ricotta.team/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ricotta.team/ricotta-birthday-bot-on-slack-1/how-to-auto-collect-birthdays-via-dm.md).

# How to auto-collect birthdays via DM

#### 1. Go to the Ricotta app home tab

<figure><img src="https://images.tango.us/workflows/4c5fda10-0625-4874-9654-7edaf4c054a8/steps/2bf661f4-52d2-46e6-b26b-4d5cd97f78e1/6e20247a-5c30-4242-aa84-3d19845b2fa7.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8" alt=""><figcaption></figcaption></figure>

#### 2. Click on Auto-collect in DMs

<figure><img src="https://images.tango.us/workflows/4c5fda10-0625-4874-9654-7edaf4c054a8/steps/ac3d6b81-9b65-467b-b4b8-b00399b57b18/44a49acb-5efb-4d15-b612-368578e9fd2f.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4809&#x26;fp-y=0.4799&#x26;fp-z=2.3807&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;mark-x=326&#x26;mark-y=440&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNDMmaD04MiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt=""><figcaption></figcaption></figure>

#### 3. You will receive a message granting permission

<figure><img src="https://images.tango.us/workflows/4c5fda10-0625-4874-9654-7edaf4c054a8/steps/886fec02-35f8-446e-a2a3-5918bfdd1cb0/6e6bca04-b59b-4e21-97d2-cfa52aa94c91.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5017&#x26;fp-y=0.5035&#x26;fp-z=2.5561&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;mark-x=70&#x26;mark-y=93&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDUxJmg9NTc1JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt=""><figcaption></figcaption></figure>

#### 4. Click on Send Now

<figure><img src="https://images.tango.us/workflows/4c5fda10-0625-4874-9654-7edaf4c054a8/steps/480c4f9f-b6d6-4944-a36f-53bbd8d8721f/8b829889-a45d-4ecf-b1c9-8ee21b016b4a.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6145&#x26;fp-y=0.6038&#x26;fp-z=2.6194&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;mark-x=471&#x26;mark-y=341&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yNTcmaD05MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt=""><figcaption></figcaption></figure>

#### 5. You will see information on how many DMs were sent, skipped and failed.

DMs will not be sent to users who have opted out

<figure><img src="https://images.tango.us/workflows/4c5fda10-0625-4874-9654-7edaf4c054a8/steps/3ad04f07-280b-42bf-aeba-b76c3b036bdd/0990afc7-2990-47e3-a93f-7bb29114859a.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5017&#x26;fp-y=0.5035&#x26;fp-z=2.5561&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;mark-x=70&#x26;mark-y=135&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDUxJmg9NDkyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt=""><figcaption></figcaption></figure>

#### 6. A message will be sent to each user. in the Messages tab, prompting them to add their birthday or work anniversary dates

<br>

<figure><img src="https://images.tango.us/workflows/4c5fda10-0625-4874-9654-7edaf4c054a8/steps/c1b25997-f4fd-401e-9cae-5a0383b080e4/da86a7f5-4a79-4e92-bd1a-7af840d92c04.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8" alt=""><figcaption></figcaption></figure>

***