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Collect Dates from Your Team 📨

What you'll learn: How to send collection requests to team members so they can submit their own birthdates and joining dates directly through Teams.

Why Use Collect Dates?​

Instead of manually entering everyone's data yourself, Ava can reach out to your team members and ask them to fill in their own information. This approach:

  • Respects privacy — employees enter their own data on their own terms
  • Improves accuracy — people know their own dates better than an HR spreadsheet
  • Reduces admin work — no more chasing down information or correcting typos

How to Send a Collection Request​

  1. Open Ava in Microsoft Teams.
  2. From the main menu, click Ask Dates.
  3. Select your team from the dropdown and click Submit.
  4. Ava shows a confirmation card:

    "I will send messages to X users of [Team Name] on your behalf to collect their Birthdays and Work Anniversaries."

  5. Click Confirm to send, or Go Back to cancel.

Ava will send a private Teams message to each team member asking them to submit their birthdate and joining date. That's it — Ava handles the rest.

Opt-Outs​

Team members can opt out at any time from their own settings. If they do, Ava will not send them celebration messages. Their choice should always be respected — avoid using Import Data to add dates for someone who has opted out.

Checking How Many Responded​

Once team members start submitting their dates, you can see the totals in Celebration Analytics:

  • 🎂 Total birthdays collected
  • 💼 Total work anniversaries collected

View Celebration Analytics →

Next Steps​