Getting Started

Cardybot is designed to help you get started in seconds. Once you install Cardybot, you'll be prompted to complete your team setup.

  • Select which co-workers you want to be part of Cardybot. This is done by picking a Slack channel. Cardybot will reach out via DM to members of this channel to ask for their birthdays.
  • Then select whether you'd like your team to do physical or digital cards. Note that this can't be changed later.

Aaand that's it! Let Cardybot do the heavy lifting when birthdays come up. As an admin, you can see who completed their profile by typing "/cardybot report" in Slack.


Note: If your team uses Slack's Enterprise Grid (which is not common) each person will be a member of one workspace for the purpose of birthday notifications. Please reach out to support@cardybot.com if you'd like to learn more.

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