Slack Workspace

Introduction

The Slack Workspace connection goes beyond basic messaging—it connects your Duvo team directly to your Slack workspace, enabling deep integration between your automation and team communication.


What It Is

The Slack Workspace connection provides:

  • Team-level connection - Link your Duvo team to your Slack workspace

  • Bi-directional communication - Send messages and receive triggers from Slack

  • Notifications - Get alerts about assignment activity in Slack

  • Slack-triggered jobs - Start assignments directly from Slack


Setting Up Slack Workspace Connection

Connecting Your Workspace

  1. Go to Team Settings in the left sidebar

  2. Find the Slack Workspace Connection section

  3. Click to connect your Slack workspace

  4. Authorize Duvo to access your Slack

  5. Your workspace is now connected

Verifying the Connection

Once connected, you'll see:

  • Your connected Slack workspace name

  • Connection status

  • Options to manage the connection


Features

Slack Notifications for Human-in-the-Loop

When assignments need human approval or input:

  1. The assignment pauses and creates a request

  2. A notification is sent to Slack

  3. Team members see the request in their channel

  4. They can respond in Duvo or be directed to the Activity Inbox

Benefits:

  • Never miss approval requests

  • Team visibility into pending items

  • Faster response times

Slack-Triggered Assignment Jobs

Start assignments directly from Slack:

  1. Configure an assignment to accept Slack triggers

  2. Team members can trigger jobs from Slack

  3. Results can be posted back to Slack

Use cases:

  • On-demand reports triggered by team members

  • Quick actions without leaving Slack

  • Team-accessible automation

Assignment Output to Slack

Share assignment results automatically:

  • Post completion summaries to channels

  • Share reports or data with teams

  • Keep stakeholders informed


Configuration

Channel Selection

Choose where notifications and messages go:

  • Specific channels for different assignments

  • Direct messages for sensitive information

  • Team channels for group visibility

Notification Preferences

Control what gets sent to Slack:

  • Human-in-the-loop requests

  • Completion notifications

  • Error alerts


Best Practices

Choose the Right Channels

  • Use dedicated channels for automation notifications

  • Avoid flooding busy channels

  • Consider separate channels for alerts vs. reports

Keep Teams Informed

  • Announce when new Slack-connected assignments are set up

  • Document how team members can interact

  • Provide guidance on responding to notifications

Monitor and Adjust

  • Review notification volume

  • Adjust channel selection as needed

  • Refine based on team feedback


Use Cases

Example 1: Approval Workflow

Scenario: Expense reports need manager approval

  1. Assignment processes expense report

  2. Reaches approval step

  3. Slack notification sent to manager's channel

  4. Manager reviews and approves in Duvo

  5. Assignment continues with approval

Example 2: On-Demand Reports

Scenario: Sales team needs quick status updates

  1. Assignment configured for Slack triggers

  2. Team member types command in Slack

  3. Assignment runs and generates report

  4. Results posted back to Slack channel

Example 3: Alert Distribution

Scenario: Critical events need immediate attention

  1. Assignment monitors for specific conditions

  2. When triggered, completes analysis

  3. Sends formatted alert to Slack channel

  4. Team sees alert and can take action


Troubleshooting

Notifications Not Appearing

Check that:

  • Slack workspace is connected

  • Correct channel is selected

  • Duvo app isn't muted in Slack

  • Assignment is configured for Slack notifications

Can't Connect Workspace

Verify:

  • You have admin permissions in Slack

  • Browser allows popups for authorization

  • No network restrictions blocking OAuth

Triggers Not Working

Ensure:

  • Assignment is configured for Slack triggers

  • Correct trigger syntax is used

  • Assignment is active and enabled


Things to Know

  • Slack Workspace connection is separate from the basic Slack connection

  • Workspace connection is team-level (one connection per Duvo team)

  • Admin permissions may be required to connect

  • Notifications respect Slack's rate limits

  • Multiple assignments can use the same workspace connection

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