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AI-driven Daily Standups

Run daily check-ins, automatically detect blockers, and deliver AI-driven insights to managers.
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Template subtitle

Purpose

Productivity

Communication

Engagement

Insights

Audience

Individual

Team

Organization

Cross-team

Trigger Event

Schedule

User action

System event

API call

Complexity

Simple

Moderate

Advanced

Flexible Work Policy


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:

  1. Configure the Trigger Settings:
    • When This Event Happens: Select the trigger "Starts when a check-in response has blockers/attention points."
    • Frequency: This workflow will automatically run whenever a new blocker is reported in the check-in you've selected to track.
  1. Let AI Summarize the Blockers for you:
    • 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 step.
  1. Deliver Insights: Send the AI insights via @DailyBot directly to the managers' DM or a dedicated channel by selecting "Send a chat message" as the next step. This can also include a brief summary of the day’s progress and main achievements for broader context.

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.

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