Sally runs Linchpin's daily standup and end-of-day check-ins in Slack, using what ClickUp already knows.

Slack standup and EOD

Your standup, drafted from ClickUp

Sally DMs each person a draft of their standup and end-of-day check-in, asks only about the gaps, and writes the answers to ClickUp as them.

The morning standupRunning Sally

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Where to start

Choose a starting point

What are you here to do?

Sally serves the people who answer it, the PMs who read it, and the admins who run it.

01

Answer your check-ins

What the standup and EOD ask, what each button does, and the commands and shortcuts.

The morning standup

02

Review the team

The digest before each call, and the rules a PM can tune.

The team digest

03

Run and change Sally

Switching people on, the admin, releases, troubleshooting, and how it works.

Running Sally

• People answering: The morning standup, The end-of-day check-in and Commands and shortcuts.
• PMs: The team digest and the Configuration reference.
• Admins and whoever works on it: Running Sally, Troubleshooting, How Sally works, Setting Sally up and How Sally talks in Slack.

What problem it solves

Standup and EOD happen as live calls, with a recurring Daily Standup and EOD Wrap Up task in ClickUp (Linchpin › Stand Up / EOD › Recurring Meetings).

• People hand-type what they did yesterday, what they're doing today, and their blockers. They use client shorthand and plain-text task IDs, with no links.
• PMs then copy and paste those IDs to find the tasks.
• Most of that information is already in ClickUp: assignees, due dates, priorities, status changes, time entries and comments.

What Sally does

1. Drafts each person's check-in from ClickUp:
   • What they logged time on during their previous working day (Friday, on a Monday).
   • What changed.
   • What is due today.
   • What carried over.
   Today's list is ordered by due date first, then priority.
2. Asks only about the gaps, with buttons and short forms in Slack:
   • A task moved but no time was logged.
   • Time was logged with no note.
   • A planned task was not touched.
   • Today is over capacity.
   • Blockers.
3. Writes each answer to ClickUp as it's made, as the person: time entries, statuses, and date, priority, estimate or assignee changes. Changing an answer changes ClickUp to match.
4. Posts the words when they submit, or ten minutes before the call if they haven't: comments on the tasks they decided about, and one linked comment per person on that day's Daily Standup or EOD Wrap Up task.
5. Sends the PM a digest a minute later, before the call.

Getting connected

1. Run /sally connect in Slack and approve ClickUp access. Sally links your Slack account to you by the email address on your Slack profile.
2. Run /sally status to check that you are connected. /sally on its own lists every command and shortcut; see Commands and shortcuts.
3. Aaron switches people on one at a time. Until then, nothing is sent and nothing is written.

The admin

The admin is at sally.linchpin.com/admin, behind Cloudflare Access. Its pages:

Page	What it shows
Today	Each person's check-in state, and adoption over the last 30 days
Activity log	Everything Sally did, in plain English, each row with a reference
People	Who is connected and switched on, capacity and out days
Preview	A standup or EOD draft built now, with nothing sent
Rules	Every setting a PM can tune, versioned with revert
Health	Platform status, failed jobs, connections and the webhook (admins)

Is it working?

• Once a month, right after someone submits a standup, Sally asks whether it's useful: Yes, it helps, It's OK or Not really. One tap, and it never interrupts a check-in.
• Adoption on the admin's Today page shows, for each person over the last 30 days:
  • how many check-ins were submitted,
  • how many were never confirmed or were out,
  • the typical time from prompt to submit,
  • their latest answer to the monthly question.

Rollout

The rollout is in phases, tracked in ClickUp under Linchpin › Sally:

Phase	What it adds
0	The scaffold, the Slack and ClickUp apps, the admin shell, and spikes
1	The morning standup draft and the Daily Standup rollup
2	Triage for untouched and overdue tasks
3	Capacity and the carried-over breakdown
4	The EOD check-in
5	The PM digest, App Home and health
6	General chat (optional)

The pilot order is Aaron, then Julia, then Francisco and Brian.