Configuring your check-ins and follow-ups with our Templates

You can use DailyBot to automate your daily check-ins or periodic follow-ups. You can use any of our recommended templates to get started much easier.

Configuring a Check-in with Custom Questions

  1. Log into your web dashboard
  2. As an administrator, go to Check-ins > Question Templates
  3. To create a new template, click on ⨁ Create Template
  4. Create a new template based on one of our predefined templates, or just start from a blank page
  5. Name your template and add a fitting description for other users to know what your template is all about
  6. Add the rest of the details and save your new template
  7. Now go to Check-ins > Manage Check-ins > ⨁ Create Check-in
  8. Choose the template you just created and assign the participants that should complete the check-in or follow-up
  9. Configure the frequency so that it matches with your team or managerial needs
  10. Enjoy your fully automated check-in! DailyBot will just handle that for you

Start with DailyBot for Free.

DailyBot helps your team save time and improve productivity.

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