How to Build Daily Standup Reports with Pipedream

Workflows > New > Workflow

Create New Workflow

Log into pipedream.com and click the blue 'New' button in the top-right corner. Select 'Workflow' from the dropdown menu. You'll land on the workflow builder with an empty trigger step. Name your workflow 'Daily Standup Reports' in the title field at the top.

1. 1Click 'New' button in top-right
2. 2Select 'Workflow' from dropdown
3. 3Type 'Daily Standup Reports' in workflow name field
4. 4Click outside the field to save the name

Trigger > Schedule > Cron scheduler

Add Schedule Trigger

Click on the trigger step and select 'Schedule' from the app list. Choose 'Cron scheduler' as your trigger type. Set the cron expression to '0 9 * * 1-5' to run every weekday at 9 AM. This gives your team consistent morning updates without weekend noise.

1. 1Click the empty trigger step
2. 2Search for 'Schedule' and select it
3. 3Choose 'Cron scheduler' option
4. 4Enter '0 9 * * 1-5' in the cron expression field
5. 5Click 'Save' to confirm the schedule

Add Step > Basecamp 3 > Get Projects

Connect Basecamp Account

Click the '+' button below your trigger to add a new step. Search for 'Basecamp 3' and select it from the app list. Choose 'Get Projects' as your action to start pulling project data. Click 'Connect Basecamp' and authorize Pipedream to access your account. You'll need admin permissions to see all projects.

1. 1Click the '+' button below the trigger
2. 2Search 'Basecamp 3' and select it
3. 3Choose 'Get Projects' action
4. 4Click 'Connect Basecamp' button
5. 5Authorize Pipedream in the popup window

Add Step > Basecamp 3 > Get Todosets

Get Tasks for Each Project

Add another Basecamp step by clicking the '+' button. Select 'Get Todosets' to fetch task lists. You'll need to configure this step to loop through each project from step 3. In the Project ID field, reference the previous step using the expression picker. This pulls tasks from all active projects.

1. 1Click '+' button to add new step
2. 2Search 'Basecamp 3' again and select it
3. 3Choose 'Get Todosets' action
4. 4Click in Project ID field and select from step 3 data
5. 5Test the step to see task lists returned

Add Step > Code > Run Node.js code

Add Node.js Code Step

Click '+' and select 'Code' then 'Run Node.js code'. This step processes all your Basecamp data and formats it for Slack. You'll write code to loop through projects, categorize tasks by status, and identify overdue items. The code step gives you full control over data transformation that Basecamp's API actions can't handle alone.

1. 1Click '+' to add another step
2. 2Select 'Code' from the app list
3. 3Choose 'Run Node.js code' option
4. 4Delete the default code in the editor
5. 5Paste your data processing code

This Node.js code processes Basecamp data to create organized standup reports. Paste it into your code step and modify the date ranges or project filters as needed.

export default defineComponent({
  async run({ steps, $ }) {
    const projects = steps.basecamp_get_projects.$return_value;

export default defineComponent({
  async run({ steps, $ }) {
    const projects = steps.basecamp_get_projects.$return_value;
    const today = new Date();
    const yesterday = new Date(today.getTime() - 24 * 60 * 60 * 1000);
    const threeDaysOut = new Date(today.getTime() + 3 * 24 * 60 * 60 * 1000);
    
    let completed = [];
    let upcoming = [];
    let overdue = [];
    
    for (const project of projects) {
      try {
        const todosets = await $.send.http({
          method: 'GET',
          url: `https://3.basecampapi.com/${project.account.id}/buckets/${project.id}/todosets.json`,
          headers: {
            'Authorization': `Bearer ${auths.basecamp_3.oauth_access_token}`,
            'User-Agent': 'Pipedream Standup Bot'
          }
        });
        
        for (const todoset of todosets.data) {
          for (const todo of todoset.todos || []) {
            const dueDate = todo.due_on ? new Date(todo.due_on + 'T23:59:59Z') : null;
            const completedDate = todo.completed_at ? new Date(todo.completed_at) : null;
            
            if (completedDate && completedDate >= yesterday) {
              completed.push(`• ${project.name}: ${todo.title} (${todo.assignees[0]?.name || 'Unassigned'})`);
            } else if (dueDate && dueDate < today && !todo.completed) {
              const daysOverdue = Math.floor((today - dueDate) / (1000 * 60 * 60 * 24));
              overdue.push(`• ${project.name}: ${todo.title} (${todo.assignees[0]?.name || 'Unassigned'}) - ${daysOverdue} days overdue`);
            } else if (dueDate && dueDate <= threeDaysOut && dueDate >= today && !todo.completed) {
              const dueDateStr = dueDate.toLocaleDateString('en-US', { month: 'short', day: 'numeric' });
              upcoming.push(`• ${project.name}: ${todo.title} (${todo.assignees[0]?.name || 'Unassigned'}) - Due ${dueDateStr}`);
            }
          }
        }
      } catch (error) {
        console.log(`Error processing project ${project.name}:`, error.message);
      }
    }
    
    const reportDate = today.toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' });
    let report = `*Daily Standup Report - ${reportDate}*\n\n`;
    
    report += `*Completed Yesterday:*\n`;
    report += completed.length > 0 ? completed.slice(0, 10).join('\n') : '• No tasks completed';
    report += '\n\n';
    
    report += `*Due This Week:*\n`;
    report += upcoming.length > 0 ? upcoming.slice(0, 10).join('\n') : '• No upcoming deadlines';
    report += '\n\n';
    
    if (overdue.length > 0) {
      report += `*Overdue Items:*\n`;
      report += overdue.slice(0, 5).join('\n');
    }
    
    return { formatted_report: report, task_counts: { completed: completed.length, upcoming: upcoming.length, overdue: overdue.length } };
  }
});

Add Step > Slack > Send Message to Channel

Connect Slack Account

Add a Slack step by clicking '+' and searching for Slack. Choose 'Send Message to Channel' as your action. Click 'Connect Slack' and authorize the integration. You'll need to select which workspace to connect and grant permissions for posting messages. Pick the channel where you want daily reports delivered.

1. 1Click '+' button for new step
2. 2Search 'Slack' and select it
3. 3Choose 'Send Message to Channel' action
4. 4Click 'Connect Slack' and authorize
5. 5Select your target channel from the dropdown

Slack Step > Message Configuration

Format Slack Message

In the message field, reference your Node.js step output to create a formatted report. Use Slack markdown for headers and bullet points. Include project names, completed tasks from yesterday, upcoming deadlines within 3 days, and any overdue items. Structure it like a standup: what's done, what's coming, what's blocked.

1. 1Click in the 'Text' message field
2. 2Use the expression picker to reference your code step
3. 3Format with Slack markdown (* for bullets, ** for bold)
4. 4Add header text like '*Daily Standup Report*'
5. 5Include sections for completed, upcoming, and overdue

Workflow > Test Button

Test Full Workflow

Click 'Test' in the top-right corner to run your complete workflow. Check each step's output to verify data flows correctly from Basecamp through your code processing to the final Slack message. The test runs immediately regardless of your cron schedule. Fix any errors before deploying.

1. 1Click 'Test' button in top-right corner
2. 2Watch each step execute in sequence
3. 3Check the Slack message was posted correctly
4. 4Review the message formatting in your target channel
5. 5Make adjustments if needed and test again

Workflow > Deploy Button

Deploy Workflow

Once testing succeeds, click 'Deploy' to activate the scheduled workflow. The deploy button turns your workflow live so it runs automatically at 9 AM weekdays. You can monitor execution history and modify the schedule anytime. Deployed workflows show a green 'Active' status badge.

1. 1Click 'Deploy' button next to Test
2. 2Confirm deployment in the popup dialog
3. 3Verify the status changes to 'Active'
4. 4Check the next scheduled run time
5. 5Bookmark the workflow for easy access