Slack Mention Workflows

Documentation Index

Fetch the complete documentation index at: https://docs.duvo.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Why Trigger Assignments from Slack?

• Pull on-demand reports and data summaries from shared channels without logging into a separate tool
• Route incoming Slack requests (IT help, HR questions, ops tasks) automatically so nothing falls through the cracks
• Kick off full multi-step workflows by mentioning Duvo in the thread where the request already lives
• Review drafts, get feedback, or approve actions — all from the same Slack thread
• Let anyone on the team trigger automations they would otherwise need a specialist to run

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Before You Start

• Slack Workspace connection installed — A team admin must install the Duvo app once for your workspace from the Connections page. See Slack Workspace.
• Slack account linked — Each user goes to Settings > Notifications and links their personal Slack account so Duvo can reach them for Human-in-the-Loop requests.
• Slack trigger enabled — On each assignment you want to trigger from Slack, open Setup and enable the Slack trigger.
• Duvo invited to your channels — Invite the Duvo app to any channel where you plan to use it (/invite @Duvo). In direct messages, the bot is available automatically.

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How It Works

@Duvo pull this week's open support tickets from Zendesk and summarize them by priority

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Use Case 1: On-Demand Reports from Shared Channels

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Step 1: Create Your Assignment

1. Click + Create Assignment from your dashboard.
2. Select Use Assignment Builder.

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Step 2: Write Your SOP

You will receive a report request from a Slack message.

Read the request carefully and identify what data is being asked for.

Pull the relevant data from [your data source — e.g., Salesforce, Google Sheets, your ERP].

Return a clear, formatted summary in Slack. Use bullet points or a table for multi-row data.
Include the date range or filter criteria you used so the reader can verify the results.

If the request is ambiguous, ask a clarifying question before pulling data.

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Step 3: Enable the Slack Trigger

1. Open your assignment and go to Setup.
2. Enable the Slack trigger.
3. Save.

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Step 4: Add Connections

• Google Sheets — for spreadsheet-based data
• Salesforce — for CRM records
• Snowflake — for warehouse queries

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Expected Results

• A team member mentions Duvo with a report request in any enabled channel
• A live progress status appears in the thread and updates while the Job runs, showing what the assignment is currently doing
• Results appear in the thread within a few minutes, formatted and ready to share

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Use Case 2: Request Intake and Routing in Shared Channels

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Step 1: Create Your Assignment

1. Click + Create Assignment from your dashboard.
2. Select Use Assignment Builder.

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Step 2: Write Your SOP

You will receive a request from a Slack message. The message may describe an IT issue,
an HR question, an operations request, a finance approval, or something else.

Classify the request into one of these categories:
- IT: hardware, software, access, passwords, or system issues
- HR: leave, onboarding, benefits, or policy questions
- Finance: invoices, expenses, approvals, or payment queries
- Ops: facilities, supplies, logistics, or vendor questions
- Other: anything that does not fit the above

Then take the following actions:

For IT requests:
- Post a reply in the thread: "Got it — I've logged this with the IT team. Ticket created."
- Create a ticket in [your ticketing system] with the request title, description, and the Slack user's name.

For HR requests:
- Post a reply: "Logged this with HR. Someone will follow up within 1 business day."
- Send a direct message to [HR contact's Slack handle] with the request details.

For Finance requests:
- Post a reply: "Sent this to Finance for review."
- Send the request details to the #finance-requests channel.

For Ops and Other:
- Post a reply: "Logged this for the ops team."
- Post the original message and sender in #ops-queue.

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Step 3: Enable the Slack Trigger

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Step 4: Add Connections

• Slack — required because this SOP sends direct messages and posts in channels other than the trigger thread (e.g., #finance-requests, #ops-queue). In-thread replies in the trigger thread are handled by the Slack Workspace connection automatically.
• Any ticketing or operations system your SOP writes to (e.g., Jira, Linear, ServiceNow)

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Expected Results

• Team members post requests in the shared channel and mention Duvo
• Each request is acknowledged in the thread within seconds
• Tickets are created and the right people are notified automatically
• The requester sees confirmation in the thread without following up separately

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Use Case 3: Kicking Off Workflows from Existing Slack Conversations

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Step 1: Create Your Assignment

1. Click + Create Assignment from your dashboard.
2. Select Use Assignment Builder.

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Step 2: Write Your SOP

You will receive context from a Slack thread. Read the full conversation to understand
what has been discussed and what action has been agreed.

Identify the action that needs to be taken. This may be stated explicitly ("please process
the refund for order #12345") or implied by the conversation ("approved" after a refund
request was posted).

Carry out the action:
- For refunds: locate the order in [your order system], apply the refund, and post a
  confirmation in the thread with the refund ID and amount.
- For record updates: find the record in [your CRM/ERP], apply the change described in
  the thread, and confirm the update.
- For document generation: generate the document based on the details in the thread,
  upload it to [Google Drive / SharePoint], and post the link in the thread.

If the action is unclear or requires information not present in the thread, ask a
clarifying question before proceeding.

Before taking any irreversible action (deleting records, sending emails, processing
payments), request approval via Human-in-the-Loop (sent as a DM to the relevant user). Include what you are about to do and ask
for confirmation.

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Step 3: Enable the Slack Trigger

1. Open your assignment and go to Setup.
2. Enable the Slack trigger.
3. Save.

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Step 4: Add Connections

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Expected Results

• Team members discuss a request or decision in a Slack thread, then mention Duvo
• Duvo reads the full thread and understands what action was agreed
• The assignment carries out the workflow and posts results in the thread
• Approvals for sensitive actions appear as interactive buttons — respond directly in Slack

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Use Case 4: Sharing Files for Processing

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Example SOP for Document Processing

You will receive one or more files via a Slack message. Process each file as follows:

For invoices (PDFs):
- Extract the vendor name, invoice number, total amount, line items, and due date.
- Log the extracted data as a new row in the "Invoices Pending" Google Sheet.
- Post a summary in the Slack thread: "Invoice logged: [vendor], [amount], due [date]."
- If any field is missing or unreadable, flag it in the thread.

For spreadsheets:
- Summarize the data: total rows, key columns, any obvious anomalies (blanks, outliers).
- Post the summary in the thread.

For images:
- Describe what you see and, if it contains text, extract the text.
- Post your description in the thread.

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Expected Results

• Drop a PDF invoice in the channel, mention Duvo, and it is logged to your spreadsheet within minutes
• Attach a screenshot to ask Duvo to extract or describe the content
• No manual downloading or re-uploading required — files from the Slack thread are passed to the assignment directly

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Tips for Better Results

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Troubleshooting

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Duvo does not respond when mentioned

• Confirm the Duvo app has been invited to the channel (/invite @Duvo)
• Check that the assignment has the Slack trigger enabled in Setup
• Verify the Slack Workspace connection is active on the Connections page
• Verify all connections required by the assignment are linked and authorized under Connections — a missing connection can stop the Job from starting
• Ensure the assignment has a published build — a draft-only assignment cannot be triggered

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A selection menu appears instead of the Job starting

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The assignment cannot see files attached to my message

• Confirm the files are attached to messages in the same Slack thread where you mentioned Duvo
• Files must be attached at the time of the mention, or in messages in the thread before the mention
• Very large files may take longer to process

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Results appear incomplete or cut off

• Slack has message length limits. Instruct your SOP to summarize results rather than dump raw data. For large outputs, write results to a Google Sheet or document and post the link in the thread instead.

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Job starts but fails or returns no results

• Check that all connections the assignment needs are enabled and authorized under Connections — for example, if the SOP reads from Salesforce or writes to Google Sheets, those connections must be linked
• Re-authorize any connection that shows as disconnected on the Connections page
• Open the Job in Duvo to see the full error detail in the session log

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Human-in-the-Loop requests are not appearing in Slack

• Confirm your Slack account is linked in Settings > Notifications
• Check that Slack notifications are enabled in your notification settings
• Make sure the Duvo app is not muted in Slack

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Related Resources

• Slack Workspace Connection
• Slack Connection
• Human-in-the-Loop
• Event-Driven Triggers
• Gmail Workflows
• Reviewing Drafts Before Sending