Connect Slack

Once Slack is connected, an agent can search your workspace for a thread or a person, read a channel before answering about it, post a message or reaction as you, and edit canvases.

Before you start

• A Slack account in the workspace you want agents to use. Messages post under your name, so connect the account you are happy to post from.
• The woble operator must have registered a Slack app once. If Connect says the integration is not configured, ask the operator; you create nothing at api.slack.com yourself.
• If your Slack workspace restricts app installs, a Slack admin has to approve the app from their Requests queue first.
• You must be an owner or admin of the woble workspace.

Connect it

1. Open Marketplace in the sidebar, switch to the Integrations tab, find Slack and press Connect.
2. Press Continue with Slack. A new tab opens at slack.com.
3. Check the workspace shown in the top right of the Slack page and switch if it is the wrong one.
4. Slack lists what the app may do on your behalf: search messages and files, view conversations you are in, send messages as you, edit canvases, add reactions. Press Allow.
5. The tab closes. The card shows Connected and the agent panel lists the new Slack tools.

Or ask an agent

Type @ruby connect Slack in any chat. The same card appears in the conversation, and only an owner or admin can complete it.

Try it

• "@atlas find the thread in #support about the invoice bug and summarise it"
• "@atlas post a short reminder in #design that the review is at 3pm, show me the text first"

If it does not connect

• You approved the wrong workspace. Press Remove in Marketplace, then Connected, and reconnect, picking the right one on the Slack page.
• Slack said the app needs admin approval. Wait for the Slack admin, then reconnect.
• Tools fail after working before. The app was revoked in Slack or your password changed. Press Test connection in Marketplace, then Connected; Remove and reconnect fixes most token problems.

Disconnect

Marketplace, Connected, press Remove next to Slack. The token is deleted and agents lose the Slack tools immediately.

More in this category

• GmailSearch threads, read messages, draft replies and manage labels.
• Google CalendarList, search, create and update events, RSVP, find free time.
• Google DriveSearch Drive, read Docs, Sheets and Slides, inspect sharing, create files.
• NotionSearch, read and write pages and databases.
• GranolaYour meeting notes, summaries and transcripts.
• monday.comBoards, items, updates and docs.