Quick Check-in

Learn how to set up your quick check-in workflow in just a few clicks!

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


A short and on-point asynchronous check-in with just three questions! Help your teammates stay on track throughout the project in the least intrusive way possible, all while monitoring concerns and resolving them on the spot.

How to add this workflow

It's a simple 4-step process:

1. Add Geekbot to your workflow/team

2. Select the Quick Check-in 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™

You're all done! Leave it to Geekbot to tell your team about the new workflow and give them a heads-up about when the first one will arrive πŸ’«

Best practices

  1. Keep the report short!

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

  3. Adjust the time zone setting so that everyone gets to report at a suitable hour.

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

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

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