Chase overdue Smartsheet tasks with personal Slack nudges
Every weekday at 9am, each person gets a friendly Slack message listing only their own late or nearly late project tasks.
Every weekday at 9am, chase the work that is overdue or about to slip across my active Smartsheet project sheets, so I stop doing it by hand in standup.
Read each of my active project sheets with the Smartsheet Get Sheet operation. I will name the sheets I want in scope. For every sheet, keep only the rows where the due date has already passed or falls within the next three days, and the status is anything other than Complete. Skip parent and summary rows that only roll up their children.
Group the remaining rows by the person in the assignee contact column. Work out how many days late each row is by comparing its due date to today. Treat a row as badly slipped when it is more than five days past its due date.
For each owner who has at least one item, send them a Slack direct message with Send a Message. Find their Slack account by matching the email on their Smartsheet contact against List Users, then Open a Conversation to get the direct message channel. List only their own items, oldest first. For each item give the task name, the sheet it lives on, the due date and how late it is, plus one short line on why it matters to the wider project, drawn from what the sheet actually tells you: successor tasks waiting on it, a milestone it feeds, or a customer date it puts at risk. Write like a helpful teammate who knows the project, not a bot reading out a report. Never message an owner who has nothing overdue or nearly due.
For every row more than five days overdue, also raise a Smartsheet Create Update Request against that specific row, addressed to its assignee, so their answer lands back in the sheet rather than in a chat thread. Before creating one, check List Update Requests on that sheet and skip the row if a request is already open against it, so nobody gets the same formal ask every morning.
Finally, post a short roll-up to my project managers Slack channel with Send a Message: the handful of worst slippages across all sheets, who owns each one, how late it is, and which projects are most exposed. Keep it to a few lines. If nothing anywhere is overdue or close to slipping, do not post the roll-up and do not send any direct messages at all. A silent morning is the correct output.
Example output
What does this prompt do?
- Checks your active project sheets every weekday morning for tasks that are already past their due date or land within the next three days and are not marked complete.
- Sends each owner one personal Slack message with just their own items, oldest first, and a short line on why each one matters to the wider project.
- For anything more than five days late, asks for an update on the row itself, so the answer is recorded in the sheet instead of lost in a chat thread.
- Posts a short roll-up of the worst slippage to your project managers channel, and stays completely silent on mornings when nothing is overdue.
What do I need to use this?
- A Smartsheet account with access to the project sheets you want watched
- A Slack workspace, plus the channel your project managers use for delivery updates
- A due date column and an assignee contact column on each sheet
- A status column, so anything already marked complete is skipped
How can I customize it?
- Change the timing: run it at 8am instead, only on Mondays, or twice a day during a crunch.
- Move the warning window: chase three days ahead by default, or a full week on longer programmes.
- Set when the formal update request fires, or switch it off and rely on the Slack nudge alone.
FAQs
Will people get pinged about the same task every single day?
What happens on a day when nothing is overdue?
Does everyone see everyone else's late work?
Can it cover more than one project sheet?
Do the replies end up back in Smartsheet?
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Stop chasing late tasks in standup.
Let the nudges go out at 9am so your project meeting can be about decisions instead of status.