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Integrate Dailybot with your AI CRM

DailyBot simplifies team collaboration and tasks with chat-based standups, reminders, polls, and integrations, streamlining workflow automation in popular messaging platforms

Explore Triggers and Actions

Create Check-in

Tool to create a check-in based on a template in DailyBot. Use when you need to set up a new recurring check-in (like daily standups, weekly syncs) for a team. The check-in can be scheduled with custom triggers, reminders, and reporting channels.

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Find User by UUID

This tool allows you to find and retrieve information about a specific user in DailyBot. It uses the provided user_uuid to lookup the user and returns detailed information including the user's uuid, full name, image, username, occupation, birth date, chat platform data, and organization details.

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Find Workflow by Name

Fetches one page of DailyBot workflows, optionally filtering that page by exact, case-insensitive name. Pagination is caller-driven using the returned next cursor; a missing match on one page does not rule out matches on later pages.

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Get All Users

Retrieves one page of users in the authenticated DailyBot organization, with pagination metadata and user details. Optional limit and offset parameters control pagination; missing usernames are generated from full names.

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Give Kudos to Users

This tool allows giving kudos to one or multiple users in DailyBot. Kudos can be given either on behalf of DailyBot or the API key owner.

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Send Message

Sends a message through DailyBot to specific users, teams, or channels/rooms. The message can include markdown formatting.

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How the Dailybot integration works

The Dailybot integration connects your Dench AI CRM directly to Dailybot, so agents can read and act on your Dailybot data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

6 actions are available for agents to invoke on your behalf. Every call runs through Dailybot's own authorization, scoped to the account you connect.

Set up Dailybot in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Dailybot and click Connect — you'll authorize access through Dailybot's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Dailybot in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Dailybot integration work with Dench?

The Dench Dailybot integration connects your AI CRM to Dailybot, so AI agents can work with your Dailybot data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Dailybot via Dench?

The Dailybot integration currently exposes 6 actions, including Create Check-in, Find User by UUID, Find Workflow by Name, Get All Users, Give Kudos to Users, and Send Message. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Dailybot to Dench?

No. You connect Dailybot from your Dench workspace using Dailybot's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Dailybot integration secure?

Connections are authorized through Dailybot's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Dailybot connection from your workspace settings at any time.

Dailybot | Dench AI CRM