Templates gallery - Academy

Templates are preconfigured Dailybot workflows that solve common team coordination problems. Instead of building a check-in from scratch, pick a template, customize it if needed, and deploy it to your team in minutes.

This gallery organizes templates by use case. Each template includes a description of what it does, who it is for, and how to get started.

Standup & check-in templates

Daily standup (classic)

The standard three-question standup that millions of teams use. Asks what you accomplished, what you are working on today, and whether you have any blockers. Deploy this if you are new to async standups or want a simple, proven format.

Best for: Any team starting with async standups.

Hybrid standup (humans + agents)

Designed for teams where coding agents contribute alongside humans. Includes the classic three questions plus agent-awareness prompts: “Did any agents work on your project?” and “Does any agent work need human review?” This template normalizes agent visibility in your daily workflow.

Best for: Engineering teams using AI coding agents.

Weekly planning check-in

Runs once a week (typically Monday morning) and asks about priorities for the week, carryover from last week, and any upcoming risks or dependencies. Gives managers a forward-looking view of the team’s trajectory.

Best for: Teams that do weekly sprint planning or capacity reviews.

Weekly retrospective

End-of-week reflection that asks what went well, what could improve, and one thing to try next week. Lighter than a full sprint retro, designed for continuous improvement.

Best for: Teams that want lightweight, ongoing retrospective feedback.

Team health templates

Mood & sentiment tracker

Adds a mood question to any check-in. Team members rate their day (or week) on a scale, with an optional comment. Over time, this builds a sentiment trend that surfaces morale issues before they escalate.

Best for: Managers who want early warning signals on team health.

Pulse check

A quick, informal check-in designed for high-frequency feedback. One or two questions (e.g., “How is your energy today?” and “Anything you need from the team?”). Runs daily or multiple times per week.

Best for: Fast-moving teams that value frequent, lightweight check-ins.

Agent & automation templates

Agent heartbeat

Monitors long-running coding agents. Sends a periodic prompt asking for status, completed work, and any blockers encountered. Useful for agents running overnight tasks or multi-day plans.

Best for: Teams with agents running extended work sessions.

Incident intake

Structured triage for incoming incidents. Asks for severity, affected systems, customer impact, and initial assessment. Routes responses to the appropriate channel and creates a timestamped incident log.

Best for: Ops teams and on-call rotations.

How to deploy a template

Open the Dailybot dashboard and create a new check-in.
Select “Start from template” and browse the gallery.
Choose a template and review the preconfigured questions.
Customize anything you want — questions, schedule, audience, follow-ups.
Save and deploy. Your team receives the first prompt at the next scheduled time.

Building your own

If none of the templates fit your workflow, create a custom check-in from scratch. Use templates as inspiration for question structure and scheduling patterns. You can also combine elements from multiple templates into a single check-in.

Once you build something that works well for your team, save it as a custom template that others in your organization can reuse.