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 template
It's a simple 3-step process:
1. Select the Sales Report from the templates page
2. Include your teammates from the Participants block
3. Select a broadcast channel to post reports
✨ Auto-save drafts
As you configure your standup, Geekbot periodically saves your changes. You'll see an indicator displaying the most recent save timestamp, so you'll know exactly when your changes were secured.
This way, you can take your time perfecting the standup without worrying about losing any adjustments and avoiding sending notifications to your team.
🙏 Publish
When everything looks good, simply publish your standup. This action will alert your team to the new standup and let them know the timing of their first prompt.
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 standups, so feel free to use them in your intro and outro messages