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Documentation Index

Fetch the complete documentation index at: https://docs.cakeday.io/llms.txt

Use this file to discover all available pages before exploring further.

Cake Day never adds people to the roster automatically. Every teammate must opt in themselves — either by responding to an invite DM you send, or by running /cakeday me in Slack. This keeps birthdays and work anniversaries private until each person chooses to share them.
Only Cake Day admins can send invites. If you don’t see the invite options below, ask your workspace admin to grant you admin access from the Admins page.

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Method 1: Individual invite via slash command

Use /cakeday invite @user to send a single invite DM directly from Slack.
1

Type the invite command

In any Slack channel or DM, run:
/cakeday invite @teammate
Replace @teammate with the person you want to invite.
2

Cake Day sends the invite DM

The teammate receives a direct message from Cake Day with two buttons:
  • Add my dates — opens a modal where they enter their birthday (and optionally their work start date)
  • No thanks — records their decline
You’ll see an ephemeral confirmation in Slack once the DM is sent.
3

Teammate responds

If they click Add my dates and submit the modal, they appear as Active on your roster. If they click No thanks, Cake Day records their decline and won’t re-invite them automatically.

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Method 2: User picker modal

Run /cakeday invite with no arguments to open a modal where you can select one or more teammates at once.
  1. Run /cakeday invite in any Slack channel.
  2. The user picker modal opens — search for and select the teammates you want to invite.
  3. Submit the modal. Cake Day sends an invite DM to each person you selected.
This works the same as the individual invite — each recipient gets the same DM with Add my dates and No thanks buttons.

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Method 3: From the dashboard

You can also send invite DMs from the web dashboard without leaving the browser.
  1. Go to cakeday.io/app/roster.
  2. Click Add to roster.
  3. Pick the members you want to invite from the picker.
  4. Click Send DM invites. Cake Day sends each selected member the invite DM.

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Method 4: Broadcast (Starter and above)

Broadcast sends an invite DM to every workspace member who hasn’t already opted in or declined — all at once. This is the fastest way to grow your roster when you’re getting started. Broadcast is available on Starter, Growth, and Pro plans. See the Broadcast guide for full details on how to run one.

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Method 5: CSV import (Starter and above)

If you already have a spreadsheet of birthdays and work anniversaries, you can import the whole roster in one go without sending invite DMs. CSV import is available on Starter, Growth, and Pro plans. Members added via CSV are set to Active immediately — no opt-in DM is required. See the CSV import guide for the full walkthrough and column reference.

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What the invite DM looks like

When a teammate receives an invite, they see a friendly DM from Cake Day that briefly explains what the app does and gives them two choices:
  • Add my dates — opens a modal to enter their birthday and optional work start date
  • No thanks — closes the invite and records their decline
If someone declines, Cake Day won’t re-invite them automatically. An admin can always send them a fresh invite manually if they change their mind.