Slack

Connect Slack so your agents can read channel history, respond to @mentions, and reply in-thread.

Audience: IT (the enabler) and builders

What it can do

  • Read. Channel history.
  • Triggers. An @mention of the workspace Slack app fires a run.
  • Reply. In-thread only.

This integration does not support Write today.

Triggers and Workflow posts use the workspace Slack app, not this integration. An administrator sets up that app under Configuration > Slack app. A Workflow trigger lists the channels the app is in, so builders need neither this integration nor a personal Slack account to pick one. This integration copies messages from the channels you pick into the Project so agents can read them.

Who connects this

Admin-enabled OAuth. Your Slack workspace admin installs the platform Slack application once. After that, builders OAuth their own access.

Workspace admin required for stage 1. A Slack workspace admin must install the platform Slack application before any builder can connect. The installation is one-time per workspace.

Workspace admin installs the application

An administrator opens Configuration > Slack app and selects Connect workspace. A Slack workspace admin approves the requested scopes to install the platform Slack application into the workspace.

Builders OAuth their own access

Once the workspace install is done, builders connect their own Slack account from within the platform. No further admin involvement.

Builder picks channels for the Project

In the Project context, pick the channels you want this Project to read from and reply into.

Approve decisions from Slack

A Workflow can send a decision to a Slack channel when it pauses for a person. Add slack_channel with the channel's ID to the notify of a human.request step. When the run pauses there, the Slack app posts the question, the saved form values, and the answer buttons to that channel.

A reviewer answers with a button, or selects Open decision to review it in the app. Notes, edits, and email review happen through Open decision. The answer records who decided and resumes the same Workflow. When the decision is answered or cancelled, the message updates and its buttons disappear. A later click cannot replace the answer.

Everyone in the channel can see the question and the form values. Choose a channel where that information belongs.

To answer in Slack, a reviewer needs permission to work the Project's Work items and a linked Slack account. To link the account, send the Slack app a direct message, open the link it replies with, and sign in if asked.

If the message cannot be delivered, the decision in the app shows the failure. Check the app connection in Configuration and that the app is still in the channel, then select Retry Slack notification. The Workflow does not rerun. If updating the message fails after the answer, the answer stays recorded, and Retry Slack message update tries again.

Slack decisions need a one-time setup.

Connect the workspace Slack app

Under Configuration > Slack app, configure the app and select Connect workspace. Approve the scopes the app requests.

Set the request URLs in Slack

In the Slack app's settings, paste the Events request URL from Configuration into Event Subscriptions, and subscribe to the app_mention and message.im events. Enable Interactivity & Shortcuts and paste the Interactivity request URL into its Request URL field.

Invite the app to the channel

Invite the Slack app to the channel that receives the decision.