Use Slack with AI
Connect nowShare handovers and updates with your team.
Team work & knowledge
Using Slack in an agency
Slack is inside the firm. A handover before leave, a note that a sale exchanged, a request for a key, are the messages that belong here. Client data should be the minimum a colleague needs. A full referencing pack does not belong in a channel.
The assistant prepares the message. A person sends it, unless you have set a policy. External Slack Connect channels are still external. Treat them like email.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadRead team tasks and notes
- Update recordsCreate tasks and handovers
Example requests
Opens as a draft in your workspace once this is available. Nothing is sent by choosing one.
- “Prepare a handover summary and assign outstanding tasks before I go on leave.”Shared only with the authorised receiving team.
Before you connect
- Account you’ll need
- A Slack workspace
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Slack need?
A Slack workspace
Will a bot change Slack without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Slack partner?
No. You connect an account you or your agency already have, through Slack’s own sign-in, where that connection is in the catalogue.