Getting started with Eodly
Eodly turns what your team already does into one sourced report every evening. Setup is three steps and takes a few minutes. Your team never creates an account or logs into anything.
Step 1: create your workspace
Sign up, name your workspace, and set two things:
- Report time. When the evening report is generated. The default is 7 PM in your workspace timezone. You can change it any time in Settings.
- Timezone. Used for the report time and for grouping a day's work.
Step 2: connect your tools
This step comes before adding your team on purpose, because connecting Slack lets Eodly import your roster automatically instead of you typing it in.
Connect two kinds of tool:
- Where your team talks. Slack, Telegram, Microsoft Teams, or Discord. This is how Eodly collects check-ins and how it reaches people.
- Where the work happens. GitHub and Linear. This is the evidence Eodly weighs check-ins against, and it is what makes a report sourced rather than just repeated.
You can connect one now and add the rest later from your dashboard. See Connect your chat tool and Connect GitHub and Linear.
Step 3: confirm your team
If you connected Slack, Eodly lists the people in your workspace so you can confirm them. Untick anyone who should not be in the report. If you did not connect Slack, add people by name instead.
Two fields matter here:
- Name. How the person appears in your report.
- GitHub username (optional). How Eodly attributes commits and pull requests to them. You can add this later on the Team page.
Everyone you add is a team member, not a user. They have no login and no dashboard. Their only touchpoint is the bot.
What happens next
Once at least one source is connected, you can click Generate now on your dashboard instead of waiting for the evening. When you connect GitHub or Linear, Eodly backfills roughly the last 10 days of activity, so your very first report has real work in it rather than an empty page.
From then on it runs itself: your team checks in from where they already work, and one page arrives at the time you set.