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Documentation Index

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The easiest way to notify your team about reviewed calls is through Automations. Once you set up the workflow, Triple Session automatically posts a message to a Slack channel as soon as a meeting is processed — no manual steps required.

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Requirements

  • Your account must have access to Automations.
  • You must be an admin in your Triple Session workspace.

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Example use case

“When a sales rep finishes a discovery call with a score above 70, notify the sales managers in #sales with the deal insights.”

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Setup

1

Connect Slack

Go to Settings > Integrations and click Connect next to Slack. Follow the OAuth flow to authorize the integration.
Slack integration settings page
Connecting Slack to Triple Session
2

Invite the AI Coach app to your Slack channel

In Slack, open the channel where you want to receive notifications and invite the AI Coach app. This step is required — without it, the app cannot post messages to the channel.
Inviting the AI Coach app to a Slack channel
If you skip this step, the automation will be saved but notifications will not appear in the channel.
3

Create a new automation

Go to Settings > Automations and click New Automation.
Creating a new automation
4

Configure the trigger and action

In the automation editor:
  • Set the Trigger to Meeting Finished.
  • Set the Action to Send to Slack.
  • Enter the name of the Slack channel you want to post to.
You can also add Filters to narrow when the automation fires — for example, only for meetings with a score above a certain threshold or for a specific scorecard.
Configuring the Meeting Finished trigger and Slack action
5

Save and enable the automation

Click Save Workflow, then click Live to activate the automation.
Setting the automation to Live
You can pause the automation at any time by switching it back to Draft.

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What happens next

Once the automation is live, every new meeting that meets your filter criteria will trigger a Slack notification as soon as the AI Coach finishes processing it. The message appears in the channel you specified and includes the deal insights from the review.
Example Slack notification with deal insights