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Monthly 1 on 1

Learn how to set up your monthly 1 on 1 workflow in just a few clicks!

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

Benefits

Nothing's more important than building relationships with your team, but that's hard to do when you're dotted across the globe. With Geekbot, your can share the questions you'll ask before you meet, then get your teammates' responses in Slack or MS Teams. This way, you'll be perfectly prepared when you meet, helping you work through issues, create effective plans, and have a happier team all around.

How to add this workflow

It's a simple 4-step process:

1. Add Geekbot to your workspace/team

2. Select the Monthly 1-on-1 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. Use a duplicated workflow for each team member, then broadcast each one to the same private channel to maintain complete confidentiality.

  2. The pre-set questions aren't perfect for everyone, so be sure to tweak them to reflect your team's unique culture, and you'll likely get a very candid response.

  3. Always use emojis πŸ˜‰ 🌈 β˜€οΈ

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