Botimum makes it easy to track your team’s check-ins and check-outs, ensuring that everyone stays aligned on their work and availability. This guide will walk you through creating, running, and managing a Check In/Out workflow.

1. Create a New Check In/Out Workflow

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.

Launch the Check in/out Creation Process

To start using the Check In/Out feature, follow these steps:

1. Access the Creation Interface:

   • In Slack, type the /botimumcommand to open the Botimum dashboard.
     • Choose "Check In/Out" from the available options.
   • Alternatively, you can visit the Botimum web console.
     • In the dashboard, select "Create a workflow."
     • Choose "Check In/Out" from the available options.

2. Configure Your Workflow Settings:

        When setting up your Check In/Out workflow, you'll configure the following settings:

• Welcome Message: Customize the welcome message that participants will see when they check in. You can include dynamic keywords like <date>, <time>, and <channel> to automatically populate the message with relevant details. Example: Daily routine - <date>

• Where Can a Member Check In: Specify the locations or statuses participants can select when they check in. These can be customized to fit your team's needs. Example: Check in :house:, Check in :office:

• Where Can a Member Check Out: Define the options available for participants to check out. Similar to check-in, these can reflect different statuses or locations. Example: Check out :hamburger:, Check out :house:

• Audiences: The workflow will automatically include everyone in the selected Slack channel, allowing them to check in and check out. The status of checked members is updated in real-time, so the entire team stays informed.

• A Note to Checkers (Optional): Add a short explanation or note for the participants. This can be useful for providing context or instructions related to the Check In/Out process.

• Schedule: Set when the workflow should run.

  • You can choose to run it daily or only on weekdays, depending on your team’s routine. 

  • Set the time when the Check In/Out card should be sent to the channel. It's recommended to send this before the first team member starts their day. Example: 6:30 AM
• Settings: additional settings for check in/out

  • Allows Custom Time Check:

    • Enable this option to allow team members to check in or out at a custom time that suits their schedule.

  • Shows Check Out Members:

    • This setting displays the names of members who have checked out, providing visibility into who has completed their work for the day.

  • Shows Check Time on the Check In/Out Card:

    • Include the exact time when members checked in or out on the card, offering more detailed tracking.

  • Show Member's Timezone on the Check In/Out Card:

    • If the previous option is enabled, this setting will also display the timezone of each member alongside their check time, ensuring clarity for teams working across different time zones.

  • Shows History Menu:

    • This option provides a menu where members can view their previous check-in/out history, helping them track their attendance over time.

Once these settings are configured, your Check In/Out workflow will be tailored to your team's specific needs and ready to run.

3. Managing a Check In/Out Workflow

Managing your Check In/Out workflow allows you to keep it relevant and aligned with your team’s needs. Here’s how you can manage it:

• Access the Management Interface:

  • Use the /botimum command to open the dashboard and select the workflow you want to manage.
  • Alternatively, log into the Botimum web console to manage workflows from there.

• Edit Workflow Settings:

  • Questions: Modify the check-in and check-out questions if your team’s focus changes.
  • Schedule: Adjust the times for check-ins and check-outs to better align with your team’s workday.
  • Participants: Add or remove participants as needed.
  • Settings: update additional settings

• Pause or Delete a Workflow:

  • Pause: Temporarily halt the Check In/Out workflow if it's not needed for a certain period.
  • Delete: If the workflow is no longer required, you can delete it. Warning: Deleting a workflow will erase all associated data, including past check-in and check-out records.

• View Historical Data:

  • The Botimum web console allows you to access and analyze historical data for your Check In/Out workflows, helping you understand team patterns and productivity over time.