This workflow template is designed to streamline daily standup check-ins while providing real-time insights into team progress and potential blockers. By automating blocker detection, it immediately flags issues that may impact productivity and sends AI-generated insights directly to managers. This setup not only simplifies team communication but also ensures that managers are informed promptly of any obstacles, allowing for proactive support and decision-making.
Key Steps:
- Configure the Trigger Settings:
- When This Event Happens: Select the trigger "Starts when a check-in response has blockers/attention points."
- Customization Tips: Customize blocker keywords based on common issues your team faces (e.g., “waiting,” “stuck,” “blocked”) to ensure accurate detection.
- Frequency: Set this workflow to run daily during the team’s standard check-in time to coincide with standup completion.
- Link Workflow to Team Members and Events:
- Audience Selection: Set the audience to "Team" to ensure check-ins and insights reach all relevant stakeholders, including team leads and managers.
- Add AI-Powered Insights: Use the “Generate content with AI based on a given input” action to automatically summarize blocker points and provide suggestions or potential next steps.
- Deliver Insights: Send the AI insights via @DailyBot directly to the managers' DM or a dedicated channel. This can also include a brief summary of the day’s progress and main achievements for broader context.
- Additional Settings for Workflow Optimization:
- Set Reminders: Use “Send the user a reminder to fill out their report” for team members who miss the initial check-in deadline.
- Consolidate Reports: Use the “Send the consolidated report of a Check-in” action at the end of each week, summarizing all blocker insights and any repetitive issues. This weekly digest can help identify patterns for future improvements.
Best Practices & Tips:
- Optimize Timing: Schedule the workflow to match your team’s check-in rhythm. For example, if check-ins occur at the start of the day, set notifications to go out shortly afterward so managers can respond promptly.
- Customize Blocker Keywords: To improve accuracy, update the blocker keywords periodically based on feedback or any recurring language patterns in responses.
- Keep Team Engagement High: Encourage team members to report blockers openly by creating a supportive environment. Use this workflow to celebrate quick resolutions to blockers in follow-up messages.
- Refine Insights Over Time: Regularly review the AI-generated insights to adjust as needed for relevance and clarity. Aim for a mix of action-oriented feedback and positive reinforcement.
By following these steps, your team will benefit from an efficient, automated way to stay updated on blockers while giving managers valuable, actionable insights that enhance overall productivity.
This workflow template not only enhances communication but also fosters an environment where blockers are promptly addressed, allowing teams to stay agile and managers to remain engaged in their team's progress without micromanaging.
