Benefits
Enter your sales data, blockers, and activities on a daily or weekly basis, and then generate reports right inside Slack and MS Teams. With our easy-to-use bot, it only takes a minute to create a sales report, ensuring you and your team are always in sync.
How to add this workflow
It's a simple 4-step process:
1. Add Geekbot to your workspace/team
2. Select the Sales Report 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 🙏
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 🙌 😄
Best practices
Use a dedicated broadcast channel to keep the conversation on point
Enable the engagement summary to nudge your team to complete their reports
Adjust the time zone setting so that everyone sees the report at an appropriate hour
Check the insights tab in your Geekbot dashboard for an overview of team progress
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.