Customize team reminders

What’s it handy for?

Automate reminders – especially those that require team members to submit information – in order to gather information on a recurring basis.

A few uses for this workflow:

  • Sales: Submit end-of-month expenses
  • Project Managers: Send end-of-week status updates
  • Managers: Collect performance self-reflections from a team on a weekly basis

With this workflow, you can send a message to a channel on a recurring frequency to remind a group of people to take action. The workflow message gives more flexibility for delivering content than regular Slack reminders.

See it in action:

  1. Creating and publishing the workflow takes only a few minutes. Import the downloadable template and select the date, time,  frequency, and channel where the reminder should post.Customizing team reminders
  2. When the date and time arrive, your reminder message will be automatically posted to the designated channel.
  3. You could also opt to include a DM to individual team members with a call-to-action to fill out a form. To do this, add a form step that sends to every member of the team.
  4. People will see the in-channel reminder, prompting them to visit Slackbot to complete their self-review.
  5. In Slackbot, each team member will have a DM with a button to fill out the form.

To get started:

  1. Download the example
  2. Navigate to Workflow Builder and select “Import”
  3. Once imported, edit the workflow to make sense for your team
  4. Publish and let everyone know about your masterpiece

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