Daily Wrike standup digest in Slack DMs
Every weekday at 9am ET, send each teammate a personal Slack DM with the three to five most important Wrike tasks on their plate today.
Build an agent workflow that runs every weekday at 9am America/New_York and sends each teammate a personal Slack DM with the most important Wrike tasks on their plate today. The goal is to replace the standup status round-robin: by the time the team would have met, everyone has already seen their own ranked list.
Trigger: cron, Monday through Friday at 09:00 America/New_York.
Step 1: Pull active work from Wrike. Use Wrike List All Tasks across the whole account, filtered to tasks that are still open (in-progress / not completed or cancelled) and either currently active or due within the next seven days. Page through all results.
Step 2: Build a directory. Use Wrike List Contacts to get every person in the account, including their primary email address. Build an in-memory map of Wrike contact ID -> { name, email }.
Step 3: Group tasks by assignee. For each task, look at its responsibleIds and add the task under each assignee's bucket. Skip tasks with no responsibleIds. Skip assignees that don't resolve to a real person (deactivated accounts, groups, etc.).
Step 4: For each assignee with at least one task, have the agent pick the three to five highest-priority items using this ranking: (a) overdue first, (b) due today, (c) due this week, (d) tasks whose title contains urgency cues like 'urgent', 'asap', 'blocker', 'P0', 'P1', 'launch', (e) in-progress before not-started. Within ties, prefer items the person is the sole assignee on.
Step 5: For each person, write a friendly one-paragraph standup digest in plain English. Lead with a short greeting using their first name, then the top 3-5 items as a short bulleted list, each with the task title, due date in human form (e.g. 'due today', 'due Thursday'), and a permalink. Close with a single encouraging sentence. Keep the whole message under ~150 words. No em dashes.
Step 6: Deliver via Slack. Use Slack Bot Look Up User by Email with the email from Wrike to find the matching Slack user. Then call Slack Bot Open a Conversation with that user ID to get the DM channel, and Slack Bot Send a Message to post the digest into that DM.
Skip anyone with zero active tasks. If an email doesn't match a Slack user, log it in the run output and move on without failing the workflow. Handle Slack and Wrike rate limits with backoff so a big team still completes inside one run.
Output: one Slack DM per teammate with an active workload, delivered before the workday starts.
Additional information
What does this prompt do?
- Runs every weekday morning at 9am ET, before standup, with zero manual setup once it's connected.
- Pulls every active Wrike task across the account and groups them by the person they're assigned to.
- Picks the three to five highest-priority items per teammate using due date, status, and urgency cues in the title.
- Sends each person a friendly Slack DM with their personal 'what's on your plate today' summary.
- Skips anyone who has no active work, so people only get pinged when there's something to look at.
What do I need to use this?
- A Wrike account where you can read tasks and the people directory.
- A Slack workspace your team is in, with permission to send direct messages.
- Email addresses in Wrike that match the ones your teammates use to log in to Slack.
How can I customize it?
- Change the time or days it runs (for example, 8:30am, or Monday only, or include Sundays).
- Tweak which tasks count: only items due this week, only in-progress work, or only tasks above a certain priority.
- Tune the tone of the digest, ask for a short emoji header, or limit it to three items per person.
- Pick a different subset of teammates by tag, group, or Wrike space if you don't want the whole company DM'd.
Frequently asked questions
Will this replace our daily standup meeting?
What if someone has no active Wrike tasks?
How does it decide which three to five tasks to highlight?
Will the message look like it came from a coworker?
What if a Wrike email doesn't match a Slack email?
Retire the standup round-robin.
Connect Wrike and Slack once, and Geni quietly DMs each teammate their top tasks every weekday morning.