How to connect Slack to Workflow
Overview: Connect your Slack workspace to Workflow so your team receives feedback notifications directly in Slack. This keeps everyone aligned on feedback and revisions without requiring constant context switching between tools.
Prerequisites
Admin or non-guest user access to your Workflow account
Owner or admin privileges in your Slack workspace
Matching email addresses between Slack and Workflow for team members who want to receive notifications
Compatibility
This feature is available on all Workflow plans (Free and paid). You need a workspace-level Slack connection that all team members can use once it's established.
Before you begin
Email matching is critical: For your team members to receive Slack notifications, their email address in Workflow must match their Slack email address. If emails don't match, notifications won't be delivered to that user. You can configure individual Slack email addresses in the Personal Info settings if they differ from Workflow email.
Step 1: Navigate to Slack settings
Click your account icon or settings menu (usually in the top right corner)
Select Settings
In the Account section, click Slack
Expected result: You'll see the Slack Integration panel with a status indicator and connection options
Step 2: Connect to Slack
In the Slack Integration panel, click Connect to Slack
A new browser window opens showing Slack's authorization page
Select the Slack workspace you want to connect
Expected result: You see a list of your Slack workspaces
Click Allow to grant Workflow permissions to send notifications
Expected result: You're redirected to Workflow and see a confirmation message "Slack connection added!"
Your Slack workspace is now connected! Workflow has permission to send notifications to your team members' direct messages and can look up users by their email addresses.
Step 3: Set your Slack email (if different from Workflow email)
If your Slack email address is different from your Workflow email address, you'll need to update this so you receive notifications:
From Settings, click Personal Info
Scroll down to find the Email for Slack field (only visible when Slack is connected)
Enter your Slack email address
Click Update to save
Expected result: Your Slack email is now saved, and you'll receive Slack notifications
Want to verify your setup works? In the Slack settings, you can click "Send a test message" to receive a test notification in Slack. This confirms your email is correctly configured.
Step 4: Enable Slack notifications
From Settings, click Notifications
Scroll to the Slack section
Check the box next to Receive notifications in Slack
Click Update to save
Expected result: The checkbox is saved and you'll start receiving notifications in Slack within moments
Step 5: Use Slack notifications
Once enabled, you'll receive Slack direct messages when:
New feedback is added to your projects
Someone replies to your comments
Projects need approval
Team members mention you in feedback
Click on any Slack notification to jump directly to that feedback in Workflow. This keeps you in context without leaving Slack.
Disconnecting Slack
If you need to disconnect your Slack workspace:
Go to Settings → Slack
Click the disconnect icon (link icon) next to "Connected to Slack"
Expected result: The connection is removed and the "Connect to Slack" button returns
When you disconnect Slack, no team members will receive Slack notifications until the workspace is reconnected. To reconnect, you'll need to repeat the authorization process.
Advanced tips and strategies
Want to master your Slack integration? Check out Advanced tips for Slack integration for power-user strategies including:
Stay on top of feedback without context switching
Reduce notification fatigue with smart batching
Use Slack threads for team feedback discussions
Route project feedback to role-specific channels
Manage multiple projects with Slack as your hub
These techniques are designed for teams managing high-volume feedback or multiple projects simultaneously.
Troubleshooting
Experiencing issues with your Slack integration? See the dedicated troubleshooting guide: Troubleshooting Slack integration issues
That guide covers:
Connection failures and authorization issues
Missing or delayed notifications
Email matching problems
Workspace permission errors
Step-by-step diagnostic checklist
Escalation path if you need support
Permissions Workflow requests from Slack
When you authorize Workflow, we request permission to:
Send direct messages (im:write): Deliver notifications to your Slack direct messages
Send channel messages (chat:write): Post messages in Slack channels if needed
Read user profiles (users.profile:read): Look up your profile information
Read user emails (users:read.email): Match your Workflow email to your Slack account so notifications reach the right person
Read user information (users:read): Access your Slack user details
Embed links (links.embed:write): Include rich previews of Workflow feedback in Slack messages
Upload files (files:write): Share screenshots and assets with Slack if needed
Limitations and known behaviors
Workspace-level connection: One Slack workspace is connected per Workflow account. All team members use the same workspace connection.
Email matching required: Notifications are only delivered to team members whose Slack email matches their Workflow email.
Direct message delivery: Notifications are sent as Slack direct messages. They don't appear in channels automatically.
Single workspace per Workflow account: You can only connect one Slack workspace at a time. To switch workspaces, disconnect the current one and connect a new one.
What's next
Explore advanced tips for Slack integration to optimize your workflow
Check the troubleshooting guide if you encounter any issues
Explore other integrations to connect your favorite tools
Getting help
If you encounter issues connecting Slack or receiving notifications, please reach out to Workflow support with the following information:
Your Workflow email address
Your Slack workspace name
Steps you took before the issue occurred
Whether you see any error messages (and the exact text)
Confirmation that your Slack email matches your Workflow email