Integrations

How to connect Slack to Workflow

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

  1. Click your account icon or settings menu (usually in the top right corner)

  2. Select Settings

  3. In the Account section, click Slack

  4. Expected result: You'll see the Slack Integration panel with a status indicator and connection options

Step 2: Connect to Slack

  1. In the Slack Integration panel, click Connect to Slack

  2. A new browser window opens showing Slack's authorization page

  3. Select the Slack workspace you want to connect

  4. Expected result: You see a list of your Slack workspaces

  5. Click Allow to grant Workflow permissions to send notifications

  6. 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:

  1. From Settings, click Personal Info

  2. Scroll down to find the Email for Slack field (only visible when Slack is connected)

  3. Enter your Slack email address

  4. Click Update to save

  5. 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

  1. From Settings, click Notifications

  2. Scroll to the Slack section

  3. Check the box next to Receive notifications in Slack

  4. Click Update to save

  5. 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:

  1. Go to Settings → Slack

  2. Click the disconnect icon (link icon) next to "Connected to Slack"

  3. 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

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

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