Dailybot in 5 minutes: your first check-in
This guide walks you through creating a check-in and submitting your first response. You’ll have a working async standup in under five minutes.
Before you begin
- Dailybot must already be installed on your chat platform. If it isn’t, see Setting up Dailybot for your platform.
- You need Team Manager or Organization Admin permissions to create a check-in. Members can respond to check-ins but cannot create them.
Steps
- Open the Dailybot web dashboard at app.dailybot.com and sign in.
- Click Check-ins in the left sidebar.
- Click Create check-in.
- Give your check-in a name (e.g., “Daily Standup”).
- Add your questions. A typical standup uses three: “What did you work on yesterday?”, “What are you working on today?”, and “Any blockers?” You can also pick from a template — click Use a template to browse options.
- Under Participants, select the team members who should receive this check-in.
- Set the schedule — pick the days of the week, the delivery time, and the timezone.
- Choose a report destination — the channel where collected responses will be posted.
- Click Save to activate the check-in.
What to expect after
Dailybot will send the check-in to each participant as a direct message at the scheduled time. When a participant replies, their responses are compiled and posted to the report destination channel. You can view all responses on the web dashboard under Check-ins > your check-in name.
To test it immediately, open your chat platform and send a direct message to Dailybot — it will prompt you to fill in your check-in if one is active.