> 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-setup-ricotta-birthdays.md).

# How to setup Ricotta Birthdays

#### 1. Click on the "Messages" tab

<figure><img src="https://images.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/3f1fcf74-fded-4e83-a2c1-591a1faf698a/6d9bfc3a-35d2-4131-baf4-371d47c184f0.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.3439&#x26;fp-y=0.1089&#x26;fp-z=2.9040&#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=528&#x26;mark-y=194&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNDUmaD0xMDAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt=""><figcaption></figcaption></figure>

#### 2. Go to the introduction message and click on "Add celebrations channel"

<figure><img src="https://images.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/21023d53-ecb7-4b6d-84d5-766588d7e92d/cd031130-9e5d-4101-8d78-a36b651244f7.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4545&#x26;fp-y=0.7754&#x26;fp-z=2.3516&#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=187&#x26;mark-y=439&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNTMmaD02NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt=""><figcaption></figcaption></figure>

#### 3. Start by selecting your channel settings

<figure><img src="https://images.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/0b74d88e-c726-41dd-bada-d964083e677b/7bba73ac-79c9-4322-92d4-b8a395145a40.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5035&#x26;fp-y=0.4296&#x26;fp-z=2.0675&#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=167&#x26;mark-y=-8&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04NTAmaD0xMDE2JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt=""><figcaption></figcaption></figure>

#### 4. Select a channel from the drop-down menu. This will be your celebration channel where all messages will be posted.

<figure><img src="https://images.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/68bd7fa0-6f16-4b46-b1ee-baa14dd82600/411f8ea3-4b78-4532-a4e3-bb0c43b597c2.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5010&#x26;fp-y=0.4083&#x26;fp-z=1.5914&#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=286&#x26;mark-y=364&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz02MjcmaD00NSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt=""><figcaption></figcaption></figure>

#### 5. Select your preferred celebration time. This is when birthday messages will be posted in the channel.

<figure><img src="https://images.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/91e1dbc2-b81e-4e44-9ed4-9fe585e96991/762784a2-124a-40d5-8cd8-4101529f5716.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4961&#x26;fp-y=0.7268&#x26;fp-z=1.6165&#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=291&#x26;mark-y=409&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz02MTgmaD00NSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt=""><figcaption></figcaption></figure>

#### 6. Select your time zone.

<figure><img src="https://images.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/29854d7b-72da-46ca-98a0-dfa6b135a5f9/257ab8ab-2401-46a9-b2cc-2ed3807a6cf4.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4988&#x26;fp-y=0.6306&#x26;fp-z=2.5914&#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=96&#x26;mark-y=349&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05OTEmaD03MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt=""><figcaption></figcaption></figure>

#### 7. Check work anniversaries and auto-collect via DM, if preferred

<figure><img src="https://images.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/c70f68f0-8c4f-4f81-a321-e72b0ff79f85/f071df56-b8ff-40b1-85a7-ddae5b02814d.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4896&#x26;fp-y=0.6091&#x26;fp-z=3.1016&#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=60&#x26;mark-y=391&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz01MyZoPTUzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt=""><figcaption></figcaption></figure>

#### 8. Click on Next

<figure><img src="https://images.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/cce7fb0b-fcd1-4c3c-83cb-51d39569cbda/dcb08728-819c-489f-893c-2029dc7d4e37.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6160&#x26;fp-y=0.7434&#x26;fp-z=2.8003&#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=543&#x26;mark-y=409&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xOTImaD05NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt=""><figcaption></figcaption></figure>

#### 9. Next, you can set your content preferences

Select your weekend or holiday settings.

Set your language and content pack, and enable/disable GIFs.

<figure><img src="https://images.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/b6ad99bc-c4f0-4771-bcdd-b2afb51ed014/5548eb06-982f-4136-86c2-750605d3d3c7.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4967&#x26;fp-y=0.4644&#x26;fp-z=2.2351&#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=150&#x26;mark-y=9&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05MTkmaD04NzkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt=""><figcaption></figcaption></figure>

#### 10. Click on Save

<figure><img src="https://images.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/488c94a3-3b5b-4da4-b6fc-6bedaddf0372/b250cf2a-744a-4d41-81dd-b5dc0327b2a9.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6275&#x26;fp-y=0.7127&#x26;fp-z=2.8003&#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=504&#x26;mark-y=338&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xOTImaD05NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt=""><figcaption></figcaption></figure>

#### 11. Your celebrations channel is now setup!

<figure><img src="https://screenshots.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/b098851d-1eec-4b69-bc7a-39c2e358db1a/a94b8c78-589f-4bf5-b33d-1fc03e3fe2cf.png?fm=png&#x26;w=1200&#x26;c=FF7442&#x26;dpr=1.00&#x26;1-w=528&#x26;1-h=294&#x26;1-x=507&#x26;1-y=349&#x26;2-w=88&#x26;2-h=44&#x26;2-x=923&#x26;2-y=579&#x26;fp-x=0.5003&#x26;fp-y=0.5000&#x26;fp-z=1.5561&#x26;border=F4F2F7" alt=""><figcaption></figcaption></figure>

#### 12. Next, you need to add birthdays. You can do this in three ways: Import via Excel, Auto-Collect via DM or Add Manually.

<figure><img src="https://images.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/1d9ce294-510d-49fb-9360-2564dd072a2f/80004cbb-0cde-4496-8b33-568bde7ba5a9.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4472&#x26;fp-y=0.8333&#x26;fp-z=3.0000&#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=-50&#x26;mark-y=53&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yNjQwJmg9NTI4JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt=""><figcaption></figcaption></figure>

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ℹ️ For a step-by-step guide to add birthdays, please head back to the help docs home.

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#### 13. Go back to Home

Once you have added birthdays and work anniversary dates, you are all set up!

<figure><img src="https://images.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/65a07061-8c88-40d8-a36e-d1f6e91fd34a/107da099-3c5f-4822-a26c-e168259b772a.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;fp-z=2.0000&#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=77&#x26;mark-y=-252&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz02NyZoPTY5JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt=""><figcaption></figcaption></figure>

#### 14. Next, you can View Upcoming Celebrations, Add Holidays and add more celebration channels from the Home tab.

<figure><img src="https://images.tango.us/workflows/f00c6620-5b34-4d51-b5c4-e9a25a62b7fd/steps/6a2e0b72-d434-4481-a3a9-3689f8c1192f/e8177613-e4b9-4a40-96ab-13c90f3d406d.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4948&#x26;fp-y=0.6852&#x26;fp-z=2.0000&#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=53&#x26;mark-y=-482&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNzU0Jmg9MTM0OSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt=""><figcaption></figcaption></figure>

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ℹ️ If you are a non-admin, you will not be able to access these settings. Please contact your admin to change or update settings.

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