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Slack Integration Setup

Learn how to connect Slack to receive review notifications, reminders, and create notes directly from Slack

Updated over a week ago

Important: You must have the required permissions in Slack to connect third-party apps.

Set up the Slack integration

  1. Click your workspace name in the top-left corner.

  2. Open Workspace settings.

  3. Go to Connections.

  4. In the Slack section, click Connect.

  5. Authorize Effy AI in your Slack workspace.

Once connected, users are automatically matched by email address.

What Slack notifications include

After Slack is connected, users will receive:

  • New review assignments

  • Review reminders as due dates approach

  • The ability to create a Note directly from Slack (for instant feedback or private notes)

Inviting people from Slack

When Slack is connected, you can also invite teammates directly from Slack users, making onboarding faster and easier.

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