Welcome to Punch

User's Guide

Thank you for installing Punch and joining us on our journey to use data to advance the future of work, which will be better, more enjoyable, and more productive for the teams that work well remotely.

Powered by collaboration data from the systems you use every day — including Slack, GMail, Google Calendar, Google Drive, Microsoft Outlook 365, Microsoft OneDrive, and more — we aim to help you gain insights to both test and validate your remote work practices.

Contents

Initial account setup

Analyzing information about your collaboration patterns requires that we request authorization scopes from your communications (Slack, Microsoft, and Google) accounts.  The nature of this data is very sensitive, and our Privacy Policy and Terms of Use indicate that we will display your data to you to deliver customized reporting and insights, but that we will aggregate and anonymize your data for use in our learning models and in any presentation of data for our community of users.

➤ Next: Installing using Slack (Preferred), Installing  using Microsoft 365, Installing Using Google Workspace

Installing using Slack

To get started, we recommend that you start your installation with your work Slack account.  You can add other Slack or other email, calendar, and shared file accounts later.

To start the installation process:

  • Visit the punch.in home page and click Install for Slack.

Once you accept our terms and click the Add to Slack button with the Slack logo, the Slack user interface takes over.  If you are not logged into Slack on your Web browser, you will be prompted to login.  If you are logged into Slack with a workspace other than your work Slack account, you may need to select your work Slack account or Sign in to another workspace using the dropdown menu on the upper right of your screen. 

Slack will then present you with a more detailed disclosure of the privileges provided by Slack's standard authorization scopes.  Please note that Punch doesn't necessarily use all of these privileges in the standard scope to their fullest extent, but Punch selected the minimum scopes required to deliver our functionality as described in our Privacy Policy.  Please make note of the disclosure that Slack hasn't verified the Punch application.  At this point in time, Punch is only offered through the punch.in website, and is not yet distributed via the Slack App Directory.  Slack will remove that disclosure from their screen once we list our integration there.

After reviewing the terms, click the Allow button at the bottom of the screen to proceed.

When Slack authorizes Punch, your Punch bot will notify you via Slack and send you an email to let you know that that the analysis of your collaboration activity is underway.  In your Web browser, you will be presented first with some basic questions to augment your Punch profile and then with a progress bar showing the status of your analysis.  For typical workspaces, the analysis can often take anywhere from 15 minutes to an hour. 

 ➤ Next: Adding profile information

Installing using Microsoft 365

If you do not use Slack, you can also start your use of Punch using the Microsoft 365 (formerly referred to as Microsoft Office 365) account that you use for work.

To start the installation process with Microsoft 365:

  • Visit the app.punch.in login page and click Sign in with Microsoft

As disclosed on the login page, clicking the Sign in with Microsoft button acknowledges our Terms of Use and Privacy Policy.  

To complete the Sign in with Microsoft authorization:

  • When prompted with a screen titled, Permissions Requested, click Accept.

Once Microsoft 365 has authorized access for Punch, you will be presented first with some basic questions to augment your Punch profile and then with a progress bar showing the status of your analysis.  For typical Microsoft 365 accounts, this process can often take anywhere from 15 minutes to an hour.

➤ Next: Adding profile information

Installing using Google Workspace

If you do not use Slack, you can also start your use of Punch through your Google Workspace (formerly referred to as G Suite) account that you use for work..

To start the installation process with Google Workspace:

  • Visit the app.punch.in login page and click Sign in with Google.

As disclosed on the login page, clicking  the Sign in with Google button acknowledges our Terms of Use and Privacy Policy

In the case of Sign in with Google, please make note of the disclosures that Google has not yet verified the Punch application.  At this point in time, Punch is undergoing the verification process with Google.  However, in the meantime, new users will be prompted with five different disclosure screens.

To complete the Sign in with Google authorization:

  • When prompted with a screen titled, This app isn't verified, click Advanced and click
    Go to punch.in (unsafe).
  • When prompted for three screens for Grant Punch.in permission, click Allow.
    • View email messages and settings enables Punch to estimate your time in GMail.
    • View metadata for files in your Google Drive enables Punch to estimate in your time in shared files.
    • View your calendars enables Punch to estimate your time in meetings.
  • When prompted with a screen titled Confirm Your Choices, click Allow.

Once Google Workspace has authorized access for Punch,  you will be presented first with some basic questions to augment your Punch profile and then with a progress bar showing the status of your analysis.  For typical Google Workspace accounts, this process can often take anywhere from 15 minutes to an hour.

➤ Next: Adding profile information

Adding profile information

To put your collaboration activity in context, Punch asks for some data about yourself, including:

  • Your role (e.g., Customer, Service, Engineering, Finance, etc.)
  • Your job level (e.g., Entry to Mid-Level, Senior to Director or Equivalent, etc.) 
  • Your company size (e.g., 1-50 employees, 50-250 employees, etc.)
  • Number of people who report to you (None, 1-4, 5-25, >25, etc.)

This data will be used both to provide you more accurate benchmarking data and to customize recommendations in the future.

➤ Next: Connecting more accounts

Connecting more accounts

Once you have set up your initial Punch account with your primary Slack, Google, or Microsoft account, you can connect other instant messaging, calendars, email, and file sharing  accounts for a more complete view of your activity across both your work and personal lives.

Currently, Punch supports connecting additional Slack, Google, or Microsoft accounts.

To connect an additional account:

  • From the Dashboard tab of app.punch.in, click Connect More Accounts.
  • Choose either Sign in with Slack, Sign in with Microsoft, or Sign In with Google.
  • Accept all permissions requested.

Once your additional account has authorized access for Punch, returning to the Dashboard will display the status of your analysis on top of the window.  For most accounts, this process can often take anywhere from 15 minutes to an hour.

You do not need to wait for a previous analysis to complete before adding subsequent accounts.

➤ Next: Viewing the dashboard

 

Viewing the dashboard

The dashboard provides a complete view of all your past collaboration activity for all connected accounts.  The screen consists of multiple sections described below.

Filters

Punch enables you to view all your activity across connected systems, with two views: a daily view or a weekly view.  With the date drop down, you can view activity for Today, Yesterday, This Week, Last Week, and a custom date range.

By default, Punch shows you all your activity, but you can also filter the views by relevant activity types, including Email, Calendar, Files, and Slack.

If you have connected both work and personal accounts, you can also filter your activity by account group.

Summary Statistics

Summary statistics include the total time for an activity (Email, Calendar, Files, and Slack) across your filtered date range, activity type, and account group.

Note that the colors in the bar chart also serve as a legend for the activity in the calendar view below the statistics on the page.

Connect more accounts

See section Connecting more accounts

Calendar View

The calendar view represents each day as a tabular column and time-ranges as tabular rows.  If you are displaying a weekly view and all the days do not appear you can scroll the view horizontally.

Activity types are represented as boxes within a time range on a particular day.  You can cover over the activity boxes for additional details for elapsed time and, as appropriate, names of other collaborators.

Some details on activities:

  • Calendar.  Calendar items appear on the list for scheduled events.  Declined events or deleted events do not appear in this view.
  • Slack.  Slack activity reported is based on the messages you write into channels or in direct messages (DMs).  Punch infers the time you spend reading messages by looking at messages in the channel between your submissions.  Punch does not currently measure Slack activity for channels you browse but do not contribute to.
  • Reading Email.  Once you connect your email account, Punch captures the time you spent reading your email as a "Triage email" event by monitoring when you mark unread messages as read.  Punch does not report time you spent reading your email prior to being connected.
  • Composing Email.  Once you connect your email account, Punch captures the time you spent writing your email by monitoring the activity in your Drafts folder.  Punch attempts to estimate the time you spent writing email prior to being connected by counting the words in the emails that were sent.
  • Shared Files.  Once you connect your shared file (Google Drive or Microsoft OneDrive for Business) account, Punch captures the time you spent in your shard files.  Punch does not report time you spent in shared files prior to being connected.

The data in this calendar view can only be viewed by you.  While this data will be anonymized and aggregated to form the basis of benchmarking data and greater insights, the purpose of displaying this data to you is so you can view (and potentially adjust) the data used to develop custom recommendations in the future.

➤ Next: Removing a data source or deleting your account

Removing a data source or deleting your account

If you no longer wish to use Punch for either a particular account or to stop using Punch altogether, you can remove the data yourself directly once logged in.  If you require assistance or have questions regarding deletion of your data, you can send an email to policies@punch.in.

To remove a specific connected account from your Punch account:

  • When logged into app.punch.in, select the Accounts tab.
  • Click the trash can icon next to the specific connected account you want to delete.

If you have multiple connected accounts, your session will stay connected to the Accounts tab, and you will see that your deleted account was removed from the list once it is deleted.  If you had only one account prior to the deletion, your session will be logged out once your data is deleted, and you will be returned to the login screen.

To delete all data from your Punch account:

  • When logged into app.punch.in, select the Accounts tab.
  • In the Delete My Punch Account section, click Delete My Data.

Once your Punch account is deleted, you will be returned to the login screen.

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