Automations
Where visibility becomes follow-through. No other competitor has anything as developed or as integrated as this.
Knowing something isn't the same as doing something. Visibility without follow-through is a dead end.
You see the blocker in the report. You note the new incident. Then someone has to remember to create the ticket, notify the owner, and follow up. That manual chain is where information dies — not because people don't care, but because the gap between "we know" and "we acted" is filled by human memory and to-do lists.
Automations close the gap. When a blocker is flagged, a workflow creates the ticket. When a form is submitted, the escalation fires. The things that should happen reliably actually do — every time.
Why automations matter
From visibility to action. Triggers, steps, and integrations in one place.
Rich triggers
Check-in responses, form submissions, schedules, webhooks, agent events. Start from what already happens.
Powerful actions
Messages, API calls, record updates, approvals. Connect to any tool via HTTP and the public API.
Deep integration
Read from and write to Tables. React to Intelligence signals. Part of the same loop as check-ins.
Reliable execution
When a condition is met, the workflow runs. Every time — no relying on someone to remember.
From visibility to action
Automations close the gap between knowing and doing. When a check-in flags a blocker or a form is submitted, a workflow runs — create the ticket, notify the owner, update the table. No manual handoff.
- Triggers from check-ins, forms, schedules, webhooks, and agents
- Actions: messages, API calls, record updates, approvals
- Delays, variables, and step-level logging
- Templates for incident escalation, digests, onboarding
Automations
1 What automations are
Automations are multi-step workflows that run on triggers and produce actions. Think: when X happens, do Y, then Z. The trigger can be a check-in response, a form submission, a schedule, a chat event, or activity from an external tool. Actions can be messages, emails, API calls, data updates, approvals, and more. Every automation has one trigger and one or more actions. Power features include delays, preconditions, variables that carry data between steps, and step-level logs for debugging.
2 Why automations matter
The problem automations solve is the gap between knowing and doing. Without them, visibility is passive: you see the report, note the blocker, and someone eventually has to manually create a ticket, notify the owner, and follow up. That manual chain is where information dies. Automations close the chain. When a blocker is flagged in a check-in, a workflow creates the ticket. When an incident form gets a new submission, the escalation thread fires. When a code review agent flags a high-risk change, a human is notified. The things that should happen reliably actually do — every time, not when someone remembers.
3 What automations feel like to use
For most teams, automations start with templates. The Automations Gallery lets you browse and activate workflows in a few clicks — incident escalation, weekly digest, kudos milestone, new hire onboarding. Most templates work out of the box. For custom needs, the builder is logic-based but readable: you don't need to be a developer to build a reasonably complex automation. For developers, the HTTP request action and public API mean automations can connect to virtually any external system. In v3, automations also work with agents: an automation can send an instruction to an agent when conditions are met; an agent can trigger a workflow when it reports a health change.
4 What makes automations different from competitors
Most standup tools stop at "send a reminder" or "post a report." Dailybot's automations are categorically different. First, the trigger library is deep: check-in responses, form submissions, record approvals, kudos activity, agent health changes, external webhooks, chat events. Second, the action library includes HTTP requests — a developer-grade capability that means automations can call any external API and connect to any tool. Third, automations are deeply integrated with the rest of the platform: they read from and write to Tables, are triggered by Intelligence signals, and respond to check-in content. The integration is real, not cosmetic.
5 How automations connect to the rest
Automations are the action layer of the Dailybot loop. Check-ins, Intelligence, and Tables are inputs; automations are what make the loop complete. An automation can read a check-in response and create a ticket, read a Table record and send an approval request, read an Intelligence signal and notify a manager, or read an agent health status and redirect a workflow. They can also feed back: an automation that creates a record in a Table can trigger another automation. Without automations, Dailybot is a very good visibility tool. With them, it is a system that does things.
One loop. Four steps. Runs itself.
Dailybot turns scattered updates into a repeatable coordination loop. You set it up once. It runs every day.
Capture
Collect structured updates where teams already talk — check-ins and tables.
Clarify
Compile, format, and summarize so people can consume information quickly — Intelligence.
Act
Trigger follow-ups automatically based on what was captured — Automations.
Reinforce
Make the system human: recognize wins, keep momentum, build habits — Kudos.
Automations adapt to your workflow
Start from templates or build from scratch. Triggers, actions, delays, and conditions are configurable without code. Connect to your tools via HTTP and the public API when you need to.
Build automations with natural language
Just describe what you want to happen and the AI builds it for you. No drag-and-drop, no manual configuration — type a sentence and get a working automation in seconds.
Built for your role
From ops to engineering, automations turn visibility into action.
Engineering Manager / Tech Lead
When a blocker is flagged in a check-in, a ticket is created and the right person is notified. No manual handoff. Your automations close the loop.
Product Manager / Cross-functional Lead
Launch moments, status changes, and approvals trigger the right next step. One workflow for incident escalation, another for weekly digests — you choose.
Founder / CTO / Ops Lead
Set up follow-through once. When something happens in the loop, the right action runs. Scale without adding process overhead.
People Ops / HR Manager
Onboarding automations welcome new hires and assign tasks. Kudos milestones and culture triggers keep recognition part of the flow.
Individual Contributor
Your work triggers the right downstream actions. No need to remember to create the ticket or notify the owner — the automation does it.
Visibility that turns into action
Teams use automations to close the gap between knowing and doing.
"Blockers get turned into Jira tickets automatically. We never lose one."
Tech Lead
Engineering team, 15 people
"Incident escalation runs itself. We just respond when it matters."
Ops Manager
SaaS platform
"When a check-in flags a blocker, a ticket is created and the owner is notified. No one has to remember to do it."
Engineering Manager
Remote-first, 20 people
Dailybot works where you already work
Slack, Microsoft Teams, Google Chat, Discord, and more. No new tools — just add Dailybot to your chat.
Join 10,000+ teams that use Dailybot today.
Automations: common questions
How triggers, actions, and templates work.
