Dailybot + Slack: complete setup
Install Dailybot in Slack, configure workspaces and channels, run check-ins via DM, post summaries to channels, use slash commands, and fix common permission issues.
Slack is where many teams already coordinate. Dailybot meets them there with scheduled check-ins, reminders, forms, kudos, and bot commands—without replacing the human conversation, only structuring it.
This guide covers installation, workspace configuration, how prompts and answers flow between DMs and channels, notifications, slash commands, common permission problems, and a few advanced patterns.
Initial installation
Add Dailybot to Slack
Begin in the Dailybot web app: open Integrations, choose Slack, and follow OAuth. A workspace admin may need to approve the app the first time.
Approve the requested scopes so Dailybot can:
- Send direct messages and channel messages you configure.
- Read message metadata needed to capture responses (exact scopes depend on your organization’s Dailybot version and policies).
After install, you should see Dailybot in Slack’s Apps list.
Map Slack to Dailybot teams
In Dailybot, connect Slack channels and people to the correct teams or groups. If mapping is loose, prompts go to the wrong audience or summaries land in a channel nobody watches.
Tip: Name Slack channels to match team boundaries (#eng-platform, #gtm) so mapping stays obvious as you scale.
Workspace configuration
Roles and admin tasks
Decide who may:
- Install or reinstall the integration.
- Edit check-in schedules and questions.
- Change which channel receives rollups.
Document this in your internal wiki so coverage does not depend on one person’s memory.
Time zones and quiet hours
Align Dailybot schedules with where people work. If your company spans regions, stagger or split check-ins so nobody gets 5 a.m. pings.
How check-ins are delivered via DM
Most teams use DM for the actual questionnaire: Dailybot asks today’s questions privately, which reduces channel noise and encourages honest blocker notes.
What good looks like
- Questions are short and consistent day to day.
- Optional fields are truly optional—otherwise people skim.
- Blocker fields link to a habit: What is stuck, and what do you need?
Posting responses to channels
Channel posting is usually aggregated: Dailybot (or a configured workflow) posts a summary, not every raw answer.
Choosing a channel
Pick a channel managers and ICs actually read. If rollups go to an abandoned #misc, visibility dies.
Thread-based responses
Some teams prefer thread replies under a single daily kickoff message. That keeps the main channel tidy while preserving traceability. Configure threading if your Slack culture favors it.
Notification channels
Beyond standups, you may route reminders, form deadlines, or kudos announcements to specific channels. Keep signal high: one well-chosen channel beats five noisy ones.
Review monthly—integrations tend to sprawl.
Slash commands
Dailybot exposes slash commands for quick actions (exact commands depend on your plan and configuration). Train your team with a one-pager:
- What each command does.
- When to use the web UI instead (complex edits, bulk admin).
Pin the cheat sheet in your primary team channel during rollout.
Troubleshooting common issues
Permissions and channel access
If Dailybot cannot post:
- Invite the bot to the channel (
/invite @Dailybot). - Confirm the bot has permission to post in private channels it must use.
- Revisit OAuth scopes if your Slack admin recently tightened policies.
Users not receiving DMs
See agentQA above—also verify the user completed Dailybot onboarding and is in the mapped team.
Duplicate or missing messages
Check for multiple Slack workspaces connected to one Dailybot org, or duplicate schedules. Pause schedules while debugging so you do not spam the team.
Advanced features
Emoji reactions
Some workflows use emoji to acknowledge tasks or trigger lightweight automations. If you adopt this, document the meaning of each reaction so new hires are not guessing.
Thread etiquette
Combine threaded rollups with a single canonical message per day to avoid scroll fatigue.
Rollout checklist
- Install and verify OAuth.
- Map channels and teams.
- Pilot with one squad; read every summary for clarity.
- Train slash commands and DM expectations.
- Expand org-wide with documented admins and support paths.
When Slack and Dailybot are aligned, standups stop being “another tool” and become a rhythm inside the place you already work.
FAQ
- How do I install Dailybot in Slack?
- Start from Dailybot’s Slack connector: authorize the app for your workspace, approve OAuth scopes, then assign Slack channels and user groups to the right Dailybot teams so prompts and rollups land where people already work.
- Why do some users not see Dailybot DMs?
- They may have blocked the app, are not in the mapped Dailybot team, or Slack policies restrict DMs from apps. Check workspace admin settings, user membership, and whether the bot is allowed to open conversations with those members.
- Can standup answers go to a channel instead of only DMs?
- Yes—configure where Dailybot publishes summaries or threaded rollups. Many teams collect answers privately via DM and post aggregated results to a team channel for transparency without forcing public replies.