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

Requirements

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.

To use Punch, you will need:

  • A Slack account that either resides in a workspace pre-approved to use Punch or the ability for the user to install new, unverified apps into the workspace
  • A Microsoft Outlook 365 or Google Calendar account

Optionally, you can also authorize Punch to integrate with Microsoft OneDrive for Business, Microsoft Outlook 365 Email, Google Drive, and GMail.  Other integrations are coming soon.

 ➤ Next: Initial account setup using Slack and Calendar

Initial account setup using Slack and Calendar

Start your installation with by authorizing your work Slack and calendar accounts.  You can add other Slack or other email, calendar, and shared file accounts later.

To start the installation process:

  • From the punch.in website, click Signup in the upper right.

The first step of the signup screen requests some basic information about your role and team.  After providing the information, click Next .  On the Connect your Slack account to Punch screen, accept our terms and privacy policy.  Click the Add to Slack button with the Slack logo, and 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, as well as a request to authorize your Google Workspace or Microsoft 365 work calendar.  In this step, you will also be prompted again to accept our terms and Privacy Policy.  Once you connect your work calendar, the associated Google or Microsoft account will become your primary login account into Punch.

At this point, you can choose to also authorize any additional email and shared file accounts associated with that same Google or Microsoft account.  Checking this second box is recommended but not required.  You can add these accounts later. 

Depending on the status of your initial account setup, you may be presented with either a progress bar showing the status of your analysis or a partial view of your data with a banner indicating that your data analysis is still in progress.  For typical workspaces, the analysis can often take anywhere from 15 minutes to an hour. 

 ➤ Next: Connecting more accounts

Connecting more accounts

Once you have set up your Punch 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:

  • Click your avatar in the upper right of your screen to select the User menu.
  • Click Settings.
  • Either from your Work or Personal workgroups, click Add an Account to... .
  • Choose either Sign in with Slack, Sign in with Microsoft, or Sign In with Google.
  • Accept all permissions requested.
  • Click Back in the upper left corner of the Settings window.

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

The Summary screen includes 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.

  • Add buttons.  You can add other accounts with granular scopes (e.g., shared file only or email only) to your Punch analysis.  These options provide more granularity than the Add function in the Settings window as described in Connecting more accounts.
  • Set a Goal.  You can choose to set a goal for the time you spend collaborating with internal parties (i.e., those inside your email domain or Slack workspace) or external parties (i.e., those outside your email domain or Slack channel-only users.). Below the depiction of your own goal attainment, you can benchmark your internal versus external activity against all other Punch users.

All Activity

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: The Punchbot

The Punchbot

When you install the Punch app into your Slack workspace, you can also see your data in Slack much as you did within https://app.punch.in.

Home tab

With the Punch Bot selected in Apps menu, select the Home tab and click Report.

With this screen, you can choose a time range to report on (this week, last week, today, yesterday) and see an activity report that breaks down:

  • interactions by type (meeting, mail, chat, files)
  • Activity by team (e.g., Work, Personal)
  • Activity by day across team, interaction type, time period (morning, business, evening, night). 

A sample report is shown below:

slack-home-report

You can also click Activity to view a listing of your logged events.  With this screen, you can choose a time range to report on (this week, last week, today, yesterday) and see an activity report that breaks down:

slack-home-activity

In the Activity screen, you can also click Log an Activity manually log activities that are not tracked automatically by your Punch deployment, including in person meetings, phone calls, and video conferences.  With logged activities, you can specify date, time, duration, and other participants.

punch-log-2021-01

Messages

Once you have authorized Slack access to Punch, a Slack App ("Punchbot") notifies you as Punch analyzes your collaboration data and also serves notifications when analyses are complete.  Below shows an example of the messages you might receive.

slack-messages

From this screen or from other channels or DMs in the workspace, you can choose to converse with the Punchbot directly with the following commands.

/punch report
Enables you to manually generate a report summarizing your activity much as clicking Report on the Punch app Home tab.
/punch log

Enables you to manually log activities, much as clicking Log an Activity in the Activity screen of the Punch app Home tab.

➤ 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, click your avatar in the upper right of your screen to select the User menu.
  • Click Settings.
  • In the Settings window, click the trash can icon next to the specific connected account you want to delete.
  • Click Back in the upper left corner of the Settings window.

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, click your avatar in the upper right of your screen to select the User menu.
  • Click Settings.
  • 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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