---
title: Sally
---

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

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## Where to start

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- **People answering:** [The morning standup](standup.md), [The end-of-day check-in](eod.md) and
  [Commands and shortcuts](commands.md).
- **PMs:** [The team digest](digest.md) and the [Configuration reference](configuration.md).
- **Admins and whoever works on it:** [Running Sally](operations.md), [Troubleshooting](troubleshooting.md),
  [How Sally works](architecture.md), [Setting Sally up](setup.md) and [How Sally talks in Slack](slack-ux.md).

## 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](commands.md).
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.