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