What are automation templates in Dailybot?

Automation templates are pre-built workflow configurations that you can install in your workspace with one click. They include check-in questions, schedules, notification rules, and follow-up logic for common use cases like daily standups, sprint retrospectives, and mood tracking.

Can I customize a template after installing it?

Yes. Every installed template is fully editable. You can change questions, adjust schedules, modify notification routing, and add or remove follow-up logic. The template gives you a starting point — you own the final configuration.

How do I create my own template from an existing workflow?

Open any active workflow in your Dailybot workspace, go to settings, and select 'Save as template.' This captures the current configuration — questions, schedule, conditions, and routing — as a reusable template you can install in other workspaces or share with your team.

Installing and customizing automation templates - Academy

Building workflows from scratch is powerful but time-consuming. Dailybot’s automation templates give you a head start — pre-configured workflows designed by teams who have already solved the same problems you are tackling. Install one, customize it, and you are running in minutes instead of hours.

Finding the right template

The template gallery is your starting point. Open it from the Dailybot dashboard and browse by category:

Standups and check-ins — Daily async standups, weekly planning check-ins, end-of-day summaries. These templates come with proven question sets and sensible default schedules.

Retrospectives and reviews — Sprint retros, monthly reviews, quarterly planning prompts. Pre-built with structured questions that guide teams toward actionable insights.

Team health and culture — Mood tracking, pulse checks, kudos workflows, icebreakers. Designed to surface sentiment and strengthen team bonds without adding meeting overhead.

Engineering workflows — Blocker detection, incident intake, deployment checklists, code review reminders. Tailored for dev teams with technical follow-up logic.

Onboarding and HR — New hire check-ins, 30/60/90 day reviews, career development prompts. Built with progressive disclosure so questions evolve as the person settles in.

Each template card shows a description, the number of questions, typical schedule, and which integrations it uses. Preview the full configuration before installing.

Installing a template

Installation takes three steps:

Select the template and click install. Dailybot copies the full configuration into your workspace as a new workflow.
Choose your team. Select which members or channels receive this workflow. The template’s default audience is a suggestion — adjust it to match your team structure.
Set the schedule. Most templates come with a recommended cadence (daily, weekly, bi-weekly), but you can change it to fit your rhythm. Set the time, timezone handling, and response window.

Hit save, and the workflow is live. Your team receives their first prompt at the next scheduled time.

Customizing templates to fit your team

Templates are starting points, not straitjackets. Here is how to make them yours:

Adjust the questions

Read through the template’s questions and edit anything that does not match your team’s language or priorities. If the standup template asks “What will you work on today?” but your team plans in sprints, change it to “What are you focusing on this sprint?” Small wording changes improve response quality.

Modify the schedule

A template might default to weekday mornings at 9:00 AM. If your team is spread across timezones, switch to per-person local time. If you are a startup that works weekends during launch, add Saturday. The schedule should match how your team actually works.

Add conditional logic

Templates often include basic conditional follow-ups, but you can layer on more. Add a follow-up question that triggers when someone mentions a specific project. Create a notification rule that pings your Slack channel when a response contains “help” or “blocked.” Conditional logic turns a simple check-in into an intelligent workflow.

Configure routing and notifications

Decide where responses go. Should they post to a channel, stay in the dashboard, or trigger a DM to the manager? Templates come with a default routing, but teams differ. Some want full transparency with channel posts; others prefer private dashboard-only collection.

Creating your own templates

Once you have tuned a workflow to perfection, save it as a template so you can reuse it across teams or share it with other managers in your organization.

Open the workflow settings and select “Save as template.” Dailybot captures everything:

Questions and their order
Schedule and timezone settings
Conditional follow-up logic
Notification and routing rules
Any integrations or webhook connections

Give your template a descriptive name and category. Other workspace admins can then install it from the internal template gallery.

When to use templates vs. building from scratch

Use a template when:

You are setting up a common workflow like standups, retros, or mood tracking
You want to get running quickly and refine later
You are rolling out a workflow to multiple teams and need consistency

Build from scratch when:

Your workflow is unique to your organization’s process
You need custom question types or complex conditional logic that no template covers
You are experimenting with a new workflow and want full control from the start

Most teams start with templates for their first two or three workflows, then build custom ones as they discover what works. There is no penalty for starting with a template and rewriting it entirely — the template just saved you the blank-page problem.

Keeping templates up to date

Templates evolve. If you created a custom template and later improved the source workflow, update the template so new installations get the latest version. Existing installations are not affected — each team’s copy is independent.

Review your template library quarterly. Archive templates that no one installs, update the popular ones, and create new templates for workflows that multiple teams are building independently. A well-maintained template library is one of the best force multipliers for operational teams.