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Slack Integration

Use the Slack automation connector to enhance team communication.

Updated over 2 weeks ago

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).
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  • 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.


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.

πŸ’‘ Note: Visit our guide to AI Agent Tools to learn more.

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

  • Click ✏️ Edit agent in the top-right corner.

  • Go to the πŸ”§ Tools tab on the left.
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  • Click βž• Add tool and choose a Slack tool from the list.
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  • Click Connect to configure the integration (see the first section of this guide).
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  • 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.

πŸ’‘ 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.
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  • Click βž• Create automation.

  • Select the Add from scratch tile.

  • Click βž• Add Trigger and choose the Slack trigger from the list.

  • Click Connect to configure the trigger (see the first section of this guide).
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  • Specify the conditions for the trigger (if applicable).

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

Add Slack as an Action

  • Go to the Automations tab in your workspace or folder.
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  • Click βž• Create automation.

  • Select the Add from scratch tile.

  • Click βž• 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).
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  • Specify the conditions for the trigger (if applicable).

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


Slack 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.


Slack 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 βž• or typing "@".

πŸ’‘ 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 βž• or typing "@".


Slack Automation Use Cases

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

πŸͺ„ Use Case

πŸ”€ Description

Automated daily standups

Every morning, get a Slack reminder to share your updates with the team.

Task assignment notifications

Get an instant Slack DM whenever you're assigned a new task in Taskade.

Project status updates

Automatically post project updates in Slack when key milestones are achieved.

Critical task alerts

Receive Slack alerts when important tasks are close to their deadlines.

Feedback requests

When a task is completed, get a Slack message asking for your feedback.

Meeting summaries

After a meeting, automatically post the notes and tasks to a Slack channel.


Disconnect Slack

To disconnect the Slack integration from your Taskade account:

  • From Automations:
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    • Choose a Slack action/trigger in your automation.
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    • Click Change in the configuration sidebar on the right.

    • Click the trash button πŸ—‘οΈ next to the active account.

  • From Agent Tools:
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    • Go to the Agents tab at the top of your workspace/folder.
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    • Select an existing agent with an active Slack tool.

    • Go to the πŸ”§ Tools tab on the left.
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    • Click the three dots Β·Β·Β· next to the Slack tool.
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    • Click Remove to disconnect the tool.


😊 Helpful Links

πŸ€– Taskade AI Essentials

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