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Daily Sync

Learn how to set up your daily sync workflow in just a few clicks!

Tasos Efkarpidis avatar
Written by Tasos Efkarpidis
Updated over a year ago

Benefits

Work in lockstep with your team thanks to Geekbot's Daily Sync workflow. The customizable setup makes it easy to run daily check-ins and keep everyone up-to-date on the latest project developments, helping you say goodbye to disjointed communication and hello to effective collaboration.

How to add this workflow

It's a simple 4-step process:

1. Add Geekbot to your workspace/team

2. Select the Daily Sync templates page

3. Include your teammates from the Participants block

4. Select a broadcast channel to post reports

And don't forget to publish your settings πŸ™

That's all there is to it. Geekbot will give your team a heads-up about the new workflow, letting them know when to expect the first ping πŸ™Œ

Best practices

  1. Use a dedicated broadcast channel to avoid general chit-chat.

  2. Enable the engagement summary to nudge your team to report on time.

  3. Adjust the time zone setting so everyone can report at a reasonable hour.

  4. Check the insights tab in your Geekbot dashboard for an overview of team progress.

  5. Variables ({name}, {hello}, etc.) are a really nice way to personalize your workflows, so feel free to use them in your intro and outro messages.

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