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Connect

1

Go to Settings → Integrations → Slack

2

Click Connect and authorize Script

3

Select your workspace

Actions

ActionExample Prompt
Send messageSend to @Slack #sales: "New lead: {{name}}"
Post to channelPost summary to @Slack #daily-report
DM userSend DM via @Slack to @john: "Task completed"
Rich messageSend formatted message to @Slack with blocks

Examples

Alert on event

If order value > $1000:
Send to @Slack #high-value:
"🎉 Big order! ${{amount}} from {{customer}}"

Daily summary

Post to @Slack #sales-report:
- Total revenue: ${{revenue}}
- Orders: {{count}}
- Top product: {{top_product}}

Error notification

If step fails:
Alert @Slack #ops with error details

Formatting

Send to @Slack #channel with:
- Bold: *text*
- Code: `code`
- Link: <url|text>
- Emoji: :rocket:

Tips

  1. Use dedicated channels — Keep alerts organized
  2. Include context — Who, what, why, and link to details
  3. Don’t spam — Batch low-priority alerts
  4. Use threads — Keep channels clean

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