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
🏢 Overview of the company you're meeting with
📜 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 and suggested pipeline updates
Each summary includes:
📧 A draft follow-up email
📊 Smart summaries and detailed notes
✅ Suggested action items
📂 Full meeting recordings and transcripts (which can be shared)
How to Integrate Slack
Go to Settings at the bottom left
Click Accounts
Next to Slack, click Connect
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 clicking Notifications, and selecting the desired notifications and delivery channels.
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 authorization flow again