Connect Slack and Sam can read what is happening in your public channels and post updates, such as a report, a summary or an alert, to the channel you choose. Posting asks you to confirm first.
What Sam can look up in Slack
- Your public channels and the messages in them
What Sam can do in Slack
- Post a message to a channel. Asks you first.
Anything marked Asks you first pauses and waits for you to confirm before it runs.
What Sam can't do in Slack yet
- Read private channels or direct messages.
Connect Slack
- →A Slack workspace where you are allowed to add apps. Some workspaces need an admin to approve new apps.
Step 1 - Open the integrations marketplace
Select Connect your tools at the bottom of the left sidebar, above your profile. Search for Slack or find it under Browse Integrations.
Step 2 - Sign in and approve
Select Connect. Sam shows what it will be able to do, then sends you to Slack's own sign-in page. Sign in with the account you want Sam to work in and approve the access.
Step 3 - Name it and choose who can use it
Give the connection a name, choose who on your team can use it, and select Finish setup. It moves to your Connected tab.
When you connect, you may see a screen of checkboxes, and some are easy to scroll past. Sam can only do what you allow. If you untick one, the matching actions in the list above will fail with a permission error.
If Sam says it can't reach Slack later on, see When Sam can't reach one of your tools.
Frequently Asked Questions
Can Sam post a summary or report to Slack?
Yes. Tell Sam which channel to post to. Each post asks you to confirm first.
Does Sam need an API key for Slack?
No. You sign in to Slack and approve Sam, and that's all.