Create new stand-up

Invite Botimum to Your Channel

Before setting up a stand-up, ensure that Botimum is added to the relevant Slack channel where the stand-up will take place. You can do this by

  • Go to the channel that you want to set up your stand-up
  • Send @botimum, Slack will ask you to invite Botimum to the channel

For optimal performance, it’s recommended to invite the @botimum bot-user to the relevant channels (both private and public) before starting any workflow.

Invite bot

Open Botimum Dashboard

To open the dashboard, use the following slash command in the desired channel:

/botimum

This will open the Botimum dashboard in the channel where you can create a new stand-up.

Botimum Dashboard

Create a Stand-Up

Click on Create a stand-up to start creating a new stand-up. You can choose from a pre-built template or create a stand-up from scratch.

Configure a Stand-Up

1. Stand-Up Name

Enter a name for your stand-up in the Stand-up Name field.

2. Questions

Define the questions Botimum will ask participants during the stand-up. Botimum sends the first question as part of the reminder message. Participants can:

  • Reply directly in Slack chat (interview mode).
  • Reply using Slack form to submit their answers (tap Anser button on a reminder).

Botimum supports various question types:

  • Text: Open-ended responses (e.g., “What did you do yesterday?”).
  • Number: Numeric inputs (e.g., “How many tasks did you complete?”).
  • Pre-Defined Values: Select from a list of options.
  • Mention Team Members: Tag specific team members in responses.
  • Date/Time: Specify a date or time.

Questions can also be:

  • Anonymous: Hide the respondent’s identity.
  • Optional: Allow participants to skip certain questions.

In addition, Botimum accepts responses in rich text format in both methods, allowing participants to include formatting, links, or other enhancements. In the stand-up editor, click on Manage Questions to access additional options and customize questions further.

3. Report

Choose the channel where the meeting summary will be delivered. Make sure @Botimum is a member of the selected channel.

Tips

Depending on your team size, we suggest using your main team channel to receive the stand-up reports for maximum visibility and engagement.

4. Audiences

Select the participants for the stand-up meeting. You can add all members from the selected channel or choose specific members.

Requirement

At least two members must be selected.

5. Schedule

Report Mode: Choose how responses are shared:

  • Sync Mode: Gather responses from all participants and send the compiled report to the channel at a specific scheduled time.
  • Async Mode: Forward responses to the channel as soon as a participant submits their stand-up.

Report Time: Set the time for sending the stand-up report. This option is available only for the Sync mode.

Schedule Type: Select the type of schedule:

  • Daily: Stand-up runs every day at the set time.
  • Weekly: Stand-up runs on selected weekdays (e.g., Monday, Wednesday, Friday).
  • Monthly: Stand-up runs on specific days of the month.

Timezone: Define the timezone for scheduling.
By default, Botimum uses the user’s timezone to send reminders and reports.

Reminders: Botimum sends reminders as personal messages to prompt participants to complete their stand-up. Each reminder can be customized with a unique message and time.

Tips

Few keywords can be used in a reminder message: <member_name>, <first_question>, <date>, <standup_name>

6. Settings

Customize additional settings to tailor your stand-up workflow:

  • Group Answers by Questions:
    Organize participant responses by each question in the stand-up report for clarity.

  • Send Report in Channel (Not Grouped by Thread):
    Deliver the report directly in the channel without grouping responses into threads.

  • Send Reminders in Stand-Up Timezone:
    Ensure reminders are sent based on the timezone configured for the stand-up.

  • Send Anonymous Report:
    Hide participant names in the stand-up report for anonymity.

  • Don’t Send Reports with No Answers:
    Prevent empty reports from being sent if no participants submit responses.

Final Step

Once you’ve completed all fields, confirm your setup to activate the stand-up meeting. Botimum will now automate reminders, collect responses, and generate reports based on your configuration.