Smart reminders and nudges
Smart reminders extend standard check-in schedules with context-aware messages. Use them when you want fewer generic pings and more targeted nudges tied to missed submissions, stale blockers, or suggested follow-ups.
Types
Overdue check-in — If someone has not submitted before the collection deadline, Dailybot sends a reminder that names the check-in and time remaining. Smart variants may shorten copy or adjust send time based on past response patterns (when enabled).
Forgotten blocker follow-up — When AI or explicit fields flagged a blocker and no update appeared in the next run, a nudge asks the reporter (or owner) to close the loop or restate status.
Suggested action — After summaries identify an implied task (“need access to repo X”), a reminder can prompt the relevant person to confirm or delegate. This requires the feature to be on for your org and may need automation rules.
Configure reminder aggressiveness
- Open the Dailybot web app and sign in with an account that can edit check-ins (Org Admin, Team Manager, or check-in owner).
- Go to Check-ins and select the check-in to adjust.
- Open Reminders or Notifications (wording varies by surface).
- Enable Smart reminders or AI-assisted nudges if the toggle is present.
- Choose a profile: Light (fewer messages, only overdue and explicit blockers), Standard (overdue plus one follow-up tier), or Active (includes suggested-action pings where supported).
- Set quiet hours or timezone behavior if your org spans regions so nudges respect local working time.
- Save and ask one participant to test with a dry-run check-in or staging org before rolling out to a large team.
Aggressive profiles increase volume; pair them with clear team norms so people do not mute Dailybot entirely.