Send Your Audit Where Your Team Already Works

A finding only matters if it reaches the person who can act on it. You can now send any recommendation from a HiBot report straight into Slack, Asana, Trello, Jira, your calendar, a CSV, or an email, without copying and pasting a thing. The audit stops being a document you read and becomes work your team can pick up.

The best recommendation in the world does nothing sitting in a report. It has to reach the person who owns the fix, in the tool they check every day. Until now that meant copying a finding out of HiBot and pasting it into wherever your team tracks work, which is exactly the kind of friction that lets a good audit quietly go nowhere.

This month we closed that gap. Every HiBot report now has a send-to handoff. Pick a recommendation, or a whole roadmap milestone, and push it into the tools your team already lives in. Here is where it goes and why each destination earns its place in a real workflow.

From a Report to Assigned Work

An audit is a deliverable, and a deliverable is only finished when it is in someone's hands. The send-to handoff is about that last step, the one between knowing what to fix and getting it assigned. It is the feature that turns HiBot from a diagnosis into a project your team actually runs.

Straight Into Asana, Trello, and Jira

Connect your workspace once and a recommendation becomes a task where the work actually happens. HiBot supports Asana, Trello, and Jira, with the connection handled through each tool's own secure sign-in, so your credentials never touch us. The task arrives with the context from the report attached, so whoever picks it up sees the problem and the evidence, not just a title with no backstory.

Why it matters: SEO and content fixes live in project trackers, not in PDFs. Sending a recommendation directly into the backlog means it gets sprint-planned, assigned, and closed like any other piece of work.

The Send to modal: Slack under Chat, Asana, Trello, and Jira under Task Tools, and Email and CSV under Other

Shown above and below: from the American Express case study audit report.

Into the Slack Channel Where You Talk

You can post a finding to Slack, so the team sees it in the flow of a channel rather than in an email nobody opens. Connect Slack through its standard authorization, choose a channel, and send. It is the fastest way to turn "AI keeps recommending our competitor on this exact question" into a conversation the same afternoon.

Onto the Calendar, or Out as a File

The 90-day roadmap already drops milestones onto your calendar with one click. Send-to extends the same idea across the whole report. Push a deadline to your calendar provider so the fix has a date, export any set of recommendations as a CSV for your own tracking, or send a finding by email to a colleague who does not need a HiBot login. Whatever the destination, the point is the same: the audit leaves the browser and enters your workflow. See how calendar handoff works alongside the 90-day roadmap.

The 90-day roadmap with per-milestone Add Reminder, Add All Calendar Reminders, and Send Milestone to controls

Managed From One Integrations Page

Your connections live on a single integrations page in your account. Connect a tool when you need it, see what is connected at a glance, and disconnect any time. If you try to send to a tool you have not connected yet, the report tells you plainly instead of failing quietly, so a handoff never disappears into the void.

Common Questions

Which tools can I send HiBot findings to?

Slack, Asana, Trello, and Jira, plus your calendar provider, a CSV export, and email. You can send a single recommendation or an entire roadmap milestone.

Is it safe to connect my project tools?

Yes. Each connection uses the tool's own secure sign-in, and you can disconnect any integration from your account at any time.

Do my teammates need HiBot logins?

No. Sending a finding to Slack, a project tracker, a calendar, or email means colleagues can act on it without a HiBot account of their own.

Every HiBot audit is built to be acted on, not just read. Browse the full report on the features page, or request an audit and send the findings straight to the tools your team already uses.

David Tang
David Tang · Corporate Strategy, New York
David Tang is the CEO and Founder of HiBot and Flevy. Flevy is the world's largest marketplace for business frameworks and templates. Prior to these companies, David worked as a management consultant for 8 years, where he served clients in North America, EMEA, and APAC. He graduated from Cornell with a BS in Electrical Engineering and MEng in Management. LinkedIn →
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