Overview
NudgeBot helps teams keep their board aligned with the work already being discussed in Slack. Instead of adding another reporting ritual, it watches chosen channels, matches updates to synced tasks, and keeps the confirmation flow visible when confidence is lower.
Slack-first workflow
Your team keeps posting updates naturally in Slack. NudgeBot watches the channels you choose instead of forcing a new reporting routine.
Board updates that stay grounded
NudgeBot matches Slack updates against synced tasks from your connected PM tools and only pushes automation when the match is strong enough.
Visibility without another meeting
The dashboard, activity feed, nudges, and reporting help leads spot stale work and confirmed progress without chasing status manually.
Getting started
The smoothest rollout is small and intentional: connect Slack, monitor only a couple of real work channels, connect one PM tool, and let the team see the confirmation flow before expanding.
- 1. Create your NudgeBot account and enter the dashboard.
- 2. Connect Slack first so your workspace, members, and channels can be discovered.
- 3. Invite NudgeBot into the channels where work updates already happen.
- 4. Choose which channels should be monitored in dashboard settings.
- 5. Connect one or more PM tools such as Jira, Linear, Trello, Asana, Notion, or GitHub.
- 6. Review the activity feed and confirmation flow so your team understands how updates will be handled.
Slack setup
Slack should be your first connection because the rest of the user experience depends on workspace, channel, and member context being in place.
Connect the workspace
Use the Slack connect action in the dashboard to link the correct workspace to your organization.
Invite the bot to the right channels
NudgeBot only works in channels where it is invited and where monitoring is enabled. If the bot is not in the channel, that channel is not part of the workflow.
Enable monitoring intentionally
Choose the channels where engineering updates already happen. Most teams start with one or two high-signal channels and expand once the flow feels trustworthy.
Understand confirmation behavior
When confidence is high, NudgeBot can move faster. When confidence is lower, it asks for confirmation before a task update is pushed downstream.
Connecting PM tools
PM tools feed the shared task layer NudgeBot uses for matching. That means the best results come from connecting the tools your team is already disciplined about keeping assigned.
Jira, Linear, Trello, Asana, and Notion
These tools sync tasks into the shared NudgeBot task layer so matching, dashboard activity, and completion handling all work from one normalized view.
GitHub Issues
GitHub is handled as an issue-based PM source. You choose which repositories are active, and NudgeBot syncs issues rather than pull requests.
Multiple tools in one workspace
A single workspace can connect more than one PM tool. The dashboard uses the shared task layer so teams can still work across different systems.
GitHub Issues
GitHub setup has one extra step that matters a lot: repository selection. Connecting GitHub is only the beginning. You still need to choose which repositories NudgeBot should actually track.
- 1. Connect GitHub from Dashboard > Settings > PM tools.
- 2. Open the GitHub repository selector in Settings after the connection succeeds.
- 3. Choose only the repositories you want NudgeBot to track, then save that selection.
- 4. Wait for sync or trigger the sync flow so GitHub issues are imported into the workspace task layer.
- 5. If you also want automation from pushes and merged pull requests, install the GitHub webhook from the dashboard for the repositories you care about.
- 6. Review the activity feed after setup so you can confirm that issues are syncing and completion signals are being interpreted correctly.
What GitHub syncs
NudgeBot syncs GitHub issues from the repositories you selected. Pull requests are not imported as tasks in that sync.
How issue references look
GitHub issues appear in NudgeBot as references such as owner/repo#123. That is the ID format used in matching and completion handling.
Why repository selection matters
A fresh GitHub connection does not automatically turn on every repository. Nothing syncs until you explicitly save the repositories you want tracked.
What the webhook adds
Webhook installation is optional but useful. It lets pushes and merged pull requests act as stronger completion signals for matching GitHub issues.
Recommended GitHub rollout
- Start with one or two repositories instead of enabling everything at once.
- Use repos where issue ownership is already fairly clean.
- Watch the activity feed after the first sync so the team sees how issue references appear.
- Only install webhooks on repos where push and merged-PR automation will actually help.
Permissions and workspace control
NudgeBot works best when ownership is clear. Some settings are workspace-level decisions, while day-to-day usage still stays lightweight for the rest of the team.
Admins and managers
Admins and managers handle integration changes, repository selection, webhook installation, billing, and workspace-level settings.
Tracked members
You can control which teammates are tracked. This matters for reporting, seat counts, and whether a user is part of the task-matching workflow.
Monitored channels
Only channels you explicitly enable for monitoring are processed by NudgeBot. This keeps the workflow focused and easier to trust.
Billing and plans
NudgeBot billing is designed around tracked usage. Teams usually start small, prove the workflow, and expand once the automation is trusted.
Tracked-member billing
Billing is based on tracked members rather than every person in the Slack workspace. That lets you start smaller and expand as adoption grows.
Workspace-level management
Plan changes, seat sync, and billing actions happen at the organization level instead of per individual teammate.
Start on Free, expand later
Most teams start on the Free plan, prove the workflow in one workspace, and then move to Team or Business once the process is trusted.
Privacy and trust
The product is positioned around intentional channel monitoring and visible confirmation behavior, because trust matters more than pretending automation is perfect.
Only configured channels are processed
NudgeBot is designed around monitored channels, not blanket workspace surveillance. If a channel is not configured, it is not part of the detection flow.
Human confirmation for ambiguity
When NudgeBot is not confident enough to act directly, it keeps people in the loop instead of pretending the model is always right.
Public policies are available
Privacy and terms pages are published before install so teams can review how the app is positioned before connecting their workspace.
For the formal policy language, read the privacy policy and terms.
Troubleshooting
Most setup issues are caused by one of four things: the bot is not in the right channel, the channel is not monitored, the PM tool is not connected cleanly, or GitHub repository selection was never saved.
Slack messages are visible but tasks are not updating+
Check that the channel is monitored, the bot is invited into that channel, the teammate is tracked, and the PM tool is still connected.
GitHub connected but issues are missing+
The most common reason is that repository selection was never saved. Open the GitHub repo selector, choose at least one repository, save it, and then let sync run.
GitHub webhook installation fails+
The connected GitHub user usually does not have enough permission on that repository, or the repository selection has not been saved yet.
Too many channels feel noisy at first+
Start with one or two channels where work updates are already high quality. Expand later after the team trusts the confirmation flow.
The team wants more control before automation+
Use the confirmation-driven flow first. That gives the team visibility into what NudgeBot would do before relying more heavily on automatic updates.
Need help with your workspace?
If your team is setting up Slack, GitHub, or your PM tools and you want help with the best rollout order, email us directly.
Email [email protected]