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Automation Flow 1: Daily Team Check-In
Purpose: Gather and organize team check-ins for better visibility.
⏩ Steps
🔤 Detail
Trigger
New Response (Google Forms)
Action 1
Create Project From Template: Start a project using the "Daily Check-Ins" template.
Action 2
Add Task: Create a task in the "Daily Check-Ins" project with the response details.
Action 3
Assign Task: Assign the task to the team lead for review before the daily check-in meeting.
Action 4
Generate with AI: Use Taskade AI to generate a summary of the submitted check-ins.
Action 5
Send channel message (Slack): Notify the team in the Slack channel that all check-ins are received and logged.
Action 6
Send email (Gmail): Send a summary of the check-ins to the team lead and relevant members.