💡 NOTE: Our previous Slack integration remains active and is labelled Slack (legacy) in your Integrations hub. The new integration operates separately from the original, and you can have both live simultaneously if you choose.
Our team plans to merge the two integrations into a single one soon.
👆 Want to use this integration?
If you’re a regular Juro user, you won’t be able to set this up yourself, but your internal Juro admin can. Reach out to them directly and ask if they can enable the integration for your team using the steps below.
It only takes a few minutes for them to set things up!
Setting up the integration in Juro 🚀
To get started, we must connect the two systems. We'll start this process in Juro:
1. In AUTOMATIONS, open the Integrations hub and click on the Slack panel in the bottom-right-hand corner. |
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💡 REMINDER: You’ll see two Slack panels in your interface. The one labeled Slack (legacy) represents our old integration, which remains active but operates independently of the new integration. |
2. On the Slack page, click Connect. |
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3. On the next page, you'll see one of two options: |
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Once the connection has been approved, you'll see the integration owner's details on the main Slack page going forward.
To change the integration owner, click Disconnect and repeat Steps 1-3 above.
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Setting up the integration in Slack ➿
Now, to Slack 👇
1. In your preferred Slack channel, type /juro create and hit Enter.
You'll see a message prompting you to connect your account from Slack. To do this, click Connect Juro. |
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2. A new page will open in your browser. There, you'll be asked to approve the integration. Click Allow access to do this. |
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You'll then be redirected back to Slack, where it's time for the fun part: creating a contract from within your chosen Slack channel 🎈
Creating a contract from Slack ➡️
1. In a Slack message, type /juro create again and hit Enter.
The Create a document panel will open. Select the workspace and template that you'd like to work with. Once you've selected both of these, click Continue. |
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2. Any questions set up in your internal form will appear, along with a progress bar that you'll be familiar with from the Juro UI. |
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3. Once this is complete, you'll get a Document created notification. |
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Uploading documents into Juro from Slack 📄
You can also upload documents to Juro from Slack. To do this:
1. Go to the Juro app in Slack and, under Documents, click Upload document. |
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2. Select your DOCX or PDF file. |
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3. Select your template and set the document name. You can upload the document with the Fully Signed status. Otherwise, the status will read as Uploaded. |
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Receiving notifications 🔔
Notifications for this integration will be delivered to the Juro app thread in your Slack environment.
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Our default notifications currently cover the following events (no additional steps are required to enable these):
When you are being asked to sign the contract
When your contract is fully signed
When your document is being approved
When your document is rejected (approval flow)
When a comment (internal or external) is left
When an external party views your document for the first time
Using Juro's AI Review in Slack 🖍️
💡NOTE: This feature is currently available for Word documents (.docx) uploaded through Juro's Slack integration. Documents uploaded directly into Juro or through any other integration will not trigger AI review from this configuration.
AI Approvers will also need to install Juro's Word plug-in for this flow.
You can also enable AI Review on your templates to automatically generate redlines on documents uploaded against that template from Slack.
Getting started with AI Review in Slack🏇🏽
To enable AI review on a template, you'll need:
A playbook: This contains your negotiation positions and fallback language, which AI review uses to analyse incoming documents and generate redlines.
An AI approver: This is the person responsible for reviewing, editing, and approving the AI's suggested redlines before they're shared with the requester. The AI approver needs to either be an admin or editor in the relevant template’s workspace. As this flow takes place in Slack, all AI review notifications are delivered there. AI approvers must connect their Juro account in Slack to receive these notifications.
Both of the above must be configured together. You can't publish a template with a playbook but no AI approver, or vice versa.
You can learn more about configuring your template for this flow here. ** ADD LINK **
Running AI review on counterparty contracts in Slack 📩
When a user uploads a document into Slack against a Juro template that has AI review enabled, the review and redlining flow will begin automatically. Once this is complete, both the AI Approver and Requestor will receive an email notification to confirm this.
The steps for uploading documents into Slack are the same ones as outlined above. Below is some additional guidance on the steps you'll see on documents uploaded against AI review-enabled templates.
Selecting a template 🏗️
Once you upload your document, you'll be asked to select a template.
Some templates mention ‘AI review’ with the name of the playbook. Documents uploaded against these templates will be routed through AI review, where Juro will analyse the contract and suggest redlines based on the linked playbook. Templates without a playbook will still go through AI extract, and you can trigger your regular approval workflows.
What happens next ✅
Once you've completed the upload, you'll see a confirmation message with a link to view your document in Juro. What happens next depends on the path you've chosen:
If you uploaded a .docx with a template linked to a playbook:
AI review will begin automatically. The AI approver assigned to the template will receive a notification to review and sign off on the AI-generated redlines. |
If your template doesn't have a playbook, or you uploaded a PDF for review:
The document is ready for you to review and progress on the platform. |
If you uploaded a document and marked it as 'already signed':
No further action is needed. This contract is now stored in your repository. |
💁♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email us at support@juro.com 🚀