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Slack automation templates

The agent reads channels and threads in Slack on the web, finds answers in your docs and drafts replies. A post goes out only after you approve it.

  • 9 templates
  • 4 run as routines
  • Sign-in from your vault

Templates that use Slack

  • SalesAsks first

    Find a customer reference for a deal

    The happy customers that best match a prospect, with proof, and a request to each account owner.

    You start it: When you start it
    • Salesforce
    • G2
    • Slack

  • OpsAsks first

    Answer questions in a Slack channel

    An answer from your wiki in the thread, with the sources.

    On an event: When someone asks a question in the channel
    • Slack
    • Notion

  • OpsAsks first

    Set up accounts for a new employee

    Invites to each tool your team uses, with the same access as a colleague in the same role.

    You start it: When you start it
    • Any admin panel
    • Slack
    • Notion
    • +1 more: Google Docs

  • OpsAsks first

    Remove a former employee's access to your tools

    Every account the person still has, closed after your approval, with their files moved to a new owner.

    You start it: When you start it
    • Any admin panel
    • Google Drive
    • Slack
    • +1 more: GitHub

  • Ops

    Catch up on busy Slack channels

    Decisions, questions for you and mentions from your channels, in a short morning brief.

    On a schedule: Every weekday at 8:30
    • Slack

  • Ops

    Draft the agenda for your weekly team meeting

    Open actions from last week's notes, new topics from the team channel and blocked work, with times.

    On a schedule: Every Monday at 15:00
    • Notion
    • Slack
    • Linear

  • EngineeringAsks first

    Draft status page updates during an incident

    A clear update from the incident channel and your monitors, posted to your status page after you approve it.

    You start it: When you start it
    • Slack
    • Datadog
    • Any status page

  • Engineering

    Write an incident postmortem from the timeline

    A blameless draft with the timeline, impact, cause and actions, built from chat, monitors and deploys.

    You start it: When you start it
    • Slack
    • Datadog
    • GitHub
    • +1 more: Google Docs

  • RecruitingAsks first

    Remind interviewers to submit their feedback

    Interviews with no feedback after your deadline, with a short reminder to each interviewer.

    On a schedule: Every weekday at 11:00
    • Lever
    • Slack

Used with Slack

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