Configure Daily Report Notifications: Scheduled Reports, Alerts, & Reminders

The 'Notifications' tab in Standupify's Daily Report settings is where you can customize all automated communications for your team. This guide will walk you through setting up scheduled email reports, critical chatbot alerts, and personalized reminders to ensure your team stays informed and engaged with their daily check-ins.

Configuring Scheduled Reports

Receive regular email summaries of your team's activity directly to your inbox.

1. Navigate to your team's Daily Report settings and click on the Notifications tab.
2. Locate the Scheduled reports section.
3. To receive weekly summaries, toggle the Weekly option to 'On'. This report includes closed tasks, planned tasks per employee, and a 'planning index' to assess predictability.
4. To receive monthly global updates, toggle the Monthly option to 'On'.

Setting Up Chatbot Alerts

Get immediate chatbot messages for critical events that require quick attention.

1. In the Notifications tab, scroll down to the Alerts section.
2. To be notified if a team member removes the Standupify bot, toggle User has deleted Chatbot to 'On'.
3. To receive an alert if a check-in participant hasn't configured their Jira Task List, toggle There is not configured Task List to 'On'.
4. To be notified if a participant consistently misses their check-in, toggle User hasn't sent a response for to 'On'. You can then specify the number of consecutive days (e.g., '3 days') before an alert is sent.

Managing Daily Check-in Reminders

Ensure team members complete their daily check-ins with automated Google Chatbot reminders.

1. In the Notifications tab, find the Reminders section.
2. To activate reminders for missed check-ins, toggle No Response to 'On'.
3. Use the How many reminders? dropdown to specify the total number of reminder messages the chatbot should send (e.g., '2').
4. Use the interval dropdown (e.g., Every 15 min) to define the time between these reminders.

Saving Your Notification Settings

After making any changes to your scheduled reports, alerts, or reminders, ensure you click the Save button at the bottom right of the interface to apply your new settings.

Frequently asked questions

Can I configure reminders for team members who forget to submit their daily check-in?

Yes, in the 'Reminders' section of Daily Report Notifications, you can enable 'No Response' reminders. You can customize how many reminders the chatbot sends and the interval between them (e.g., 'Every 15 min').