> ## Documentation Index
> Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send Call Notifications to Slack from Triple Session

> Set up a Triple Session automation to push call summaries, insights, and coaching alerts directly to your Slack channels after meetings end.

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.

## Requirements

* Your account must have access to [Automations](/automations/getting-started).
* You must be an admin in your Triple Session workspace.

## 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."*

## Setup

<Steps>
  <Step title="Connect Slack">
    Go to **Settings > Integrations** and click **Connect** next to Slack. Follow the OAuth flow to authorize the integration.

    <Frame>
      <img src="https://mintcdn.com/triplesession/Jyg1afd7LqdpY3YQ/images/automations/slack-1-settings.png?fit=max&auto=format&n=Jyg1afd7LqdpY3YQ&q=85&s=c13510d1c90b910f17aa4c7abe4e07a0" alt="Slack integration settings page" width="2744" height="2420" data-path="images/automations/slack-1-settings.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/triplesession/Jyg1afd7LqdpY3YQ/images/automations/slack-2-connect.png?fit=max&auto=format&n=Jyg1afd7LqdpY3YQ&q=85&s=882f92df7a3f39b047b7ea897fc3d70f" alt="Connecting Slack to Triple Session" width="2744" height="1934" data-path="images/automations/slack-2-connect.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/triplesession/Jyg1afd7LqdpY3YQ/images/automations/slack-3-invite-bot.png?fit=max&auto=format&n=Jyg1afd7LqdpY3YQ&q=85&s=eb5618e84253baf6803c34d8a9914bce" alt="Inviting the AI Coach app to a Slack channel" width="1500" height="640" data-path="images/automations/slack-3-invite-bot.png" />
    </Frame>

    <Warning>
      If you skip this step, the automation will be saved but notifications will not appear in the channel.
    </Warning>
  </Step>

  <Step title="Create a new automation">
    Go to **Settings > Automations** and click **New Automation**.

    <Frame>
      <img src="https://mintcdn.com/triplesession/Jyg1afd7LqdpY3YQ/images/automations/slack-4-new-automation.png?fit=max&auto=format&n=Jyg1afd7LqdpY3YQ&q=85&s=c2463dd5cd56bd0e16a16aa365c412f6" alt="Creating a new automation" width="3204" height="1868" data-path="images/automations/slack-4-new-automation.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/triplesession/Jyg1afd7LqdpY3YQ/images/automations/slack-5-configure.png?fit=max&auto=format&n=Jyg1afd7LqdpY3YQ&q=85&s=2c138a9a64c3edd4df385b238fe57ed6" alt="Configuring the Meeting Finished trigger and Slack action" width="2514" height="2220" data-path="images/automations/slack-5-configure.png" />
    </Frame>
  </Step>

  <Step title="Save and enable the automation">
    Click **Save Workflow**, then click **Live** to activate the automation.

    <Frame>
      <img src="https://mintcdn.com/triplesession/Jyg1afd7LqdpY3YQ/images/automations/slack-6-activate.png?fit=max&auto=format&n=Jyg1afd7LqdpY3YQ&q=85&s=e1d25406c46fb846898b7552db6d2a48" alt="Setting the automation to Live" width="2580" height="1906" data-path="images/automations/slack-6-activate.png" />
    </Frame>

    <Tip>
      You can pause the automation at any time by switching it back to **Draft**.
    </Tip>
  </Step>
</Steps>

## 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.

<Frame>
  <img src="https://mintcdn.com/triplesession/Jyg1afd7LqdpY3YQ/images/automations/slack-7-result.png?fit=max&auto=format&n=Jyg1afd7LqdpY3YQ&q=85&s=c1de0ec43b6e0dceb70c2e0063d59691" alt="Example Slack notification with deal insights" width="1652" height="1304" data-path="images/automations/slack-7-result.png" />
</Frame>
