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Schedule a daily portfolio brief in Slack

A recurring morning brief across six communities is set up by describing it in a sentence, then corrected twice by two different people in the same thread. No schedule builder and nobody opens a settings screen.

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9:41
#daily-brief 12 members
Aaron
Aaron
@Dash every weekday at 7am, post a brief in here: open maintenance requests by property, anything waiting on my approval, and any vacancy that has been empty more than thirty days.
Dash
Dash App

Scheduled. Here is what I will run, so you can correct it before it fires tomorrow.

Daily Portfolio Brief, weekdays, 7:00 AM
  • Open maintenance requests, grouped by property, oldest first.
  • Anything sitting in your approval queue, with how long it has been waiting.
  • Vacancies past thirty days, with the days empty.
  • Posted here in this channel.
Priya
Priya
Can it also carry close status, but only during the close window? I do not need it mid-month.
Dash
Dash App

Added. From the first working day of the month until every property run is signed off, the brief will carry a close line: how many of the six are complete and which are behind their due date. Outside that window it drops out entirely rather than posting an empty section.

1
Derek
Derek
Two things. 7am is too early, most of us are not on until 8. And put the approvals at the top, that is the bit that actually blocks people.
Dash
Dash App

Both changed. Final shape:

Daily Portfolio Brief, weekdays, 8:00 AM
  1. Waiting on approval: with age, first.
  2. Open maintenance requests by property.
  3. Vacancies past thirty days.
  4. Close status, during the close window only.

Three people changed this in half an hour and none of you opened a settings screen. First run is tomorrow at eight.

👍 3
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