Once connected, you’ll receive:
🧹 Sunday Morning Pipeline Cleanup
Start your week with a clean, updated pipeline. Every Sunday morning, our app for Slack surfaces deals that need your attention so you’re ready for your weekly pipeline review.
Here’s what you’ll see:
📅 Deals with close dates in the past
⏳ Deals with no activity in the past 2 weeks
🔄 Deals with no next steps
🚫 Deals with 1 or fewer contacts
☕️ Morning Prep
Get a head start on your external meetings with AI-generated briefing links delivered directly in Slack along with any Action Items due that day.
Briefings include:
👤 Names, titles, locations, and LinkedIn profiles of attendees
🏢 Background on the company, including recent updates
📜 History of the relationship and key points from past meetings
☀️ End-of-Day Follow-Ups
End your day strong with automated follow-ups for all your meetings.
Each summary includes:
📧 A draft follow-up email
📊 Smart summaries in your preferred sales methodology
✅ Suggested action items
📂 Suggested pipeline updates
How to Integrate Slack
Go to Settings under your profile icon at the top right
Click Connect next to Slack
Complete the authorization flow for your Slack workspace.
ℹ️ Each individual user will need to connect to Slack in order to receive their own personalized notification messages.
Once connected, you’ll start receiving pipeline cleanups, morning preps, and end of day follow-ups automatically in Slack.
ℹ️ You’ll be able to adjust notification settings by heading back to settings under the 3-dot ellipse menu in the personal settings page, and selecting the desired settings.
Troubleshooting
If you're encountering issues with the integration, disconnect and reconnect it:
Navigate back Go to Settings under your profile icon at the top right
Disconnect your Slack integration
Reconnect by following the auhorization flow again
To learn more about how our app for Slack collects, manages, and stores third-party data, please refer to our privacy policy.