A minute after the cutoff (9:21 and 4:21, team time: ten minutes before the calls, once Sally has submitted everyone's answers), Sally posts one digest for the PM and client care to review before the call. Nobody has to open each person's comment.
What it shows
- The team at a glance. "3 of 4 in (1 submitted by Sally) · 1 out · 10h 20m logged yesterday · 41 tasks touched · 1 blocked", with a button to that day's Daily Standup or EOD Wrap Up task.
- The call. Once anyone has answered: who's joining, running late, can't make it, or hasn't said.
- Who is blocked by whom, in an orange callout: "Brian is blocked by Julia on WC-2308 · Waiting on a teammate: …". It is left out when nobody is blocked.
- Everyone, one line each, with whoever isn't in yet first: their state (in, submitted by Sally, not in yet, out), then their time, the tasks they touched (moved, commented, created, edited, with time), what needs them now (to deploy, an estimate), and how far over capacity they are. At EOD, how their plan went instead: "4 of 6 finished · 1 handed on · 1 wrapping up tonight". Nudge, on someone not in yet, reminds them in their thread and says which PM asked. Only PMs and admins can nudge.
- Slipping (standup). Open tasks whose due date has changed three or more times in the last two weeks, from Sally's daily due-date snapshots.
- Questions people raised.
"Tasks touched" counts every task a person created, moved, commented on, edited or logged time on that day, from ClickUp's activity, not only the ones with time. Changes Sally made in ClickUp for them don't count.
Where it goes
Set Rules › Slack › Team channel to the channel's id (it starts with C). Then invite @Sally to that channel:
Sally can only post where it has been added. Until a channel is set, admins get the digest by DM.
If Sally can't post, the Activity log says why. For example: "Invite @Sally to the team channel".
Timing
Rules sets three things:
- Standup digest time, 09:21 by default,
- EOD digest time, 16:21 by default,
- Team timezone, America/New_York by default.
The digest goes out on weekdays that aren't company holidays, and only while someone is switched on. If Sally was down at the time, it still goes out within the late window.