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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.

The Roster page at cakeday.io/app/roster is where you manage who receives birthday and work-anniversary shoutouts. Every row in the roster represents a workspace member and shows their status, celebration dates, and available actions.
Cake Day never silently adds people to the roster. Every member must actively opt in — either by accepting a DM invite or by running /cakeday me themselves.

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Roster statuses

StatusMeaning
ActiveThe member has opted in. Cake Day will post a shoutout on their birthday and/or work anniversary.
PendingAn invite DM has been sent. The member hasn’t responded yet.
Opted outThe member received an invite and declined.
RemovedAn admin deleted the member from the roster.

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Adding individuals

To invite a specific person from the dashboard, click Add to roster and choose Send Slack DM invite. Cake Day sends them a direct message with a button to add their birthday and work start date. From Slack, admins can run /cakeday invite @user to send the same DM invite directly. Omitting @user opens a picker modal so you can select someone from a list.

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Self-service for members

Any workspace member can manage their own entry at any time by running /cakeday me in Slack. This opens a modal where they can:
  • Add their birthday (month and day)
  • Add their work start date
  • Update either date
  • Remove themselves from the roster
Members don’t need admin access to use /cakeday me.

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Editing dates

Admins can edit a member’s birthday or work anniversary directly from the Roster page. Find the member in the list and click their row to open the edit panel.

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Removing members

To remove someone from the roster, click the three-dot menu on their row and select Remove. Removed members won’t receive shoutouts and won’t appear in the Active list, but an admin can re-invite them at any time.

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CSV import

If you want to add your whole team at once, CSV import lets you upload a spreadsheet of names and dates without sending individual DM invites. This feature is available on Starter and above. See CSV import guide for the required format and step-by-step instructions.