The easiest way to send notifications to Slack is through automations. In this article, you'll learn how to create workflows that will automatically send Slack notifications when meetings get reviewed.
Requirements
Your account must have access to Automations
You must be an admin
Use case
"When our sales reps finish a discovery call with a score above 70, notify the sales managers in #sales with the deal insights"
Step by Step
Start by connecting Slack in Settings > Integrations > Connect
2. Now that Slack is connected, it's important to, invite the AI Coach App to the Channel you want to receive notifications. This step is critical otherwise, the app can't post notifications.
3. Once Slack is connected, create a new automation in Settings > Automations > New Automation
4. Make sure to select the "Meeting Finished" Event and the "Send to Slack" action. Fill up the slack channel you want to send notifications to.
5. When everything is ready, click on "Save Workflow" and then click on "Live" to enable the automation.
Ready to go!
You successfully connected Slack and AI Coach. Now, for every new meeting, the Slack Channel will be notified as soon as the meeting gets processed.
