Overview

Streamline team communication and project management with Slack integration in Taskade. Automatically share updates, assign tasks, and track progress using automation flows in your workspace or during interactions with AI agents.

Connect & Configure Slack

Before you start using Slack in Taskade, you need to configure the integration:

Add Slack as an action/trigger or as an agent tool (see the next two sections).

Click Connect to connect your Slack account to Taskade.

Choose an existing Slack workspace or create a new one.

Click Allow to connect your workspace to Taskade.

Disconnect Slack

To disconnect the Slack integration from your Taskade account:

From Automations:
- Choose a Slack action/trigger in your automation.
- Click Change in the configuration sidebar on the right.
- Click the trash button 🗑️ next to the active account.

From Agent Tools:
- Go to the Agents tab at the top of your workspace/folder.
- Select an existing agent with an active Slack tool.
- Go to the 🔧 Tools tab on the left.
- Click the three dots ··· next to the Slack tool.
- Click Remove to disconnect the tool.

Add Slack to Agent Tools

Connecting your Custom AI Agents with Slack gives them the ability to manage team communication in Slack channels or send individual messages based on project context.

💡 Note: Visit our guide to AI Agent Tools to learn more.

Go to the Agents tab at the top of your workspace/folder.
(1) Select an existing agent or (2) create a new one.

Click ✏️ Edit agent in the top-right corner.

Go to the 🔧 Tools tab on the left.
Click ➕ Add tool and choose a Slack tool from the list.
Click Connect to configure the integration (see the first section of this guide).
Click Update to save the changes.

Build Slack Automations

Harnesses the power of instant messaging. Set up Taskade to send messages, updates, or task notifications to designated Slack channels based on specific triggers.

💡 Note: Visit our Automation Guide to learn how to build your first automation.

Add Slack as a Trigger

Go to the Automations tab in your workspace or folder.

Click ➕ Create automation.

Select the Start from scratch tile.

Click ➕ Add Trigger and choose the Slack trigger from the list.

Click Connect to configure the trigger (see the first section of this guide).

Specify the conditions for the trigger (if applicable).

(optional) Add more steps to the automation.
Click Save changes in the top-right corner.
Toggle the automation on in the top-right corner.

Add Slack as an Action

Go to the Automations tab in your workspace or folder.

Click ➕ Create automation.

Select the Add from scratch tile.

Click ➕ Add Step and choose one of the Slack action from the list.

Click Connect to configure the trigger (see the first section of this guide).

Specify the conditions for the trigger (if applicable).

(optional) Add more steps to the automation.
Click Save changes in the top-right corner.
Toggle the automation on in the top-right corner.

Triggers & Actions

Triggers

New Message	Triggers when a new message is submitted.
New Channel	Triggers when a new channel is created.
New Mention	Triggers when the Taskade Bot name is mentioned.
New Reaction	Triggers when a new reaction is added to a message.

Actions

Send Channel Message	Posts a message to a selected channel.
Send Direct Message	Sends a personal message to a user.
Create Channel	Creates a new Slack channel.
Find User by Email	Searches for a user by email address.
Find User by Handle	Searches for a user by handle.

Automation Settings

Connector options give you full control over the Slack automation.

Trigger: New Message

(required) Account	Connect your Taskade account to your Slack account.
(required) Channel	Select the Slack channel to monitor for new messages.

Action: Send Channel Message

(required) Channel	Select the Slack channel where the message will be sent.
(required) Message	Type the message you want to send to the channel. You can insert data dynamically by clicking the plus button ➕ or typing "@".

💡 Note: If you want to send messages to multiple slack channels with the same names, you can use channel IDs to differentiate between them.

Action: Send a Direct Message

(required) User	Select the user who will receive the direct message.
(required) Message	Type the message you want to send to the user. You can insert data dynamically by clicking the plus button ➕ or typing "@".

Use Cases

Not sure how to use the Slack connector? Here are a few ideas:

🪄 Use case	💭 Scenario	⏩ Action flow
Automated daily standups	Get a daily reminder in Slack to share your team updates.	The system triggers daily at a specific time, sends a message to the designated Slack channel reminding the team to share their standup updates.
Task assignment notifications	Get an instant Slack DM whenever you're assigned a new task.	The system triggers when a task is assigned to a user, and automatically sends a direct message to that user in Slack notifying them of the new task.
Project status updates	Automatically post project updates in Slack when milestones are achieved.	The system triggers when key milestones are met in the project, automatically sending a project status update message to a Slack channel.
Critical task alerts	Receive Slack alerts when important tasks are nearing their deadline.	The system triggers based on task due date approaching, sending an alert to a specified Slack channel or user to notify them of the critical task deadline.
Feedback requests	Get a Slack message requesting feedback when a task is completed.	The system triggers when a task is marked as complete, sending a Slack message to the user requesting feedback on the task completion.
Meeting summaries	Post meeting summaries and task notes automatically in Slack.	The system triggers after a meeting concludes, and posts the meeting summary and associated task notes in a designated Slack channel for the team to review.