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Dailybot in 5 minutes: your first check-in

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

  1. Open the Dailybot web dashboard at app.dailybot.com and sign in.
  2. Click Check-ins in the left sidebar.
  3. Click Create check-in.
  4. Give your check-in a name (e.g., “Daily Standup”).
  5. 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.
  6. Under Participants, select the team members who should receive this check-in.
  7. Set the schedule — pick the days of the week, the delivery time, and the timezone.
  8. Choose a report destination — the channel where collected responses will be posted.
  9. 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.