Connecting Weflow to Slack
Weflow's Slack app lets your team receive notifications and Agent reports directly in Slack.
Installing the Slack app
Go to Setup in the Weflow Admin Console.
Click Connect (or Reconnect).
You'll be redirected to Slack's authorization screen. Weflow requests permission to perform actions in channels, primarily posting content.
Select the Weflow application (you don't need to select a specific channel) and click Allow.
Alternatively, you can use this link instead: LINK
Note: The installation must be done by a Slack admin, as it requires admin permissions in your Slack workspace.
What happens after installation
Users are connected automatically
Every Weflow user is automatically connected to the Slack app via their account settings.
From then on, they'll receive Slack notifications when a forecast call is due and when a meeting summary is ready, provided they have access to that recording.
Users who prefer not to receive these can disconnect individually under Account Settings → Notifications.
Example of a Notification by the Weflow Slack Bot:
Slack becomes available in the Agent Builder
In the notification settings of the Agent Builder, you can now choose a Slack channel as a delivery option instead of email.
Pick any channel you have access to, add an optional message, and Weflow will post messages along with attached PDF or CSV files directly into that channel.
More Slack features are on the way, so keep an eye out for updates.