I. Intro
Availability: BotBuilder is only available in select countries and regions. For inquiries, please contact Support.
In BotBuilder, you can create a Timed Reminder bot app to send task reminders to specified members, groups, or departments, send reminders to members who have not completed the tasks, and automatically update task status upon completion.
For example, you can use the bot to remind members to fill out reports, submit OKRs, or update their sales status.
II. Steps
- Create app from template
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- Customize the app flow
Click Flow Design, configure the flows, and turn them on.
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Configure the "Scheduled task reminders" flow
This flow can send task reminders to specific members, groups, and departments on a regular basis and members can click a button to mark their task as complete.
Enter the flow editing page, click the Scheduled task node, and set the time and frequency for the reminders.
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Then click the Send a Lark message node, choose the groups or members to be notified. Adjust the message content as needed. Images, hyperlinks, text, @member, buttons, system variables, and variables from the previous node can be added to the message.
Note:
- If the recipient is a group, make sure that the selected group has been set to everyone in the group can send messages, otherwise the flow will fail.
- Members need to click the button in the message and fill in the task completion status to trigger the subsequent nodes in the flow.
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Configure the "Automatic task status update" flow
This flow is automatically turned on.
When someone submits a task update, the built-in worksheet will automatically change the user's task status to complete.
Configure the "Unfinished task reminder" flow
This flow is automatically turned on.
The bot will regularly send daily reminders to members who have not completed their tasks.
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- Configure app information and availability
Go back to the App Management page. Click Edit in the App info section to customize the bot's name, description, and profile photo.
Click Edit next to Availability to change the app's availability (who can receive messages from this bot).
Note: If messages are sent to specific members, make sure they are within the app's availability.
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- Publish the app
Click Publish in the upper-right corner to enter the app publication page, fill out the relevant information, and click Publish.
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- Use the app and view the runtime log
After the app is approved, you can search for the Timed Reminder bot in the Lark app. The bot will remind team members to complete their tasks. Members who have not completed their task will receive a reminder every day until it is submitted.
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To view the number of times a flow has run, go to BotBuilder, open the Timed Reminder app and click Flow Design.
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Click a flow to enter the flow editing page, and click Runtime Log in the upper-right corner to view flow details, including whether the message was sent successfully, and read and unread status. You can also recall sent messages from here.
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III. FAQ