Slack Integration

Receive real-time marketplace notifications in Slack.

Overview

The Slack integration delivers instant notifications about marketplace events directly to your Slack workspace, keeping your team informed without leaving their communication hub.

Features

• Real-time Alerts: Instant notifications for key events
• Channel Routing: Send different events to different channels
• Interactive Messages: Take action directly from Slack
• Custom Formatting: Rich message formatting with details
• Bot Commands: Query data via Slack commands

Prerequisites

• Slack workspace
• Admin or app installation permissions
• Automatum account

Setup

Step 1: Add to Slack

1. Navigate to Settings > Integrations > Slack
2. Click Add to Slack
3. Select your Slack workspace
4. Review permissions
5. Click Allow

Step 2: Select Default Channel

After authorization:

1. Choose default notification channel
2. Or create a new channel (e.g., #marketplace-alerts)
3. Click Save

Step 3: Configure Events

Select which events trigger Slack notifications:

Private Offers:

• [ ] Offer created
• [x] Offer accepted
• [x] Offer expired

Contracts:

• [x] Contract expiring (30 days)
• [x] Contract renewed
• [ ] Contract cancelled

Revenue:

• [x] Revenue milestone reached
• [ ] Daily revenue summary

Metering:

• [x] Metering failure
• [ ] Usage anomaly detected

Channel Configuration

Route Events to Channels

Send different events to specific channels:

Event Category	Suggested Channel
Sales alerts	#sales-wins
Contract renewals	#customer-success
Technical issues	#engineering-alerts
Revenue milestones	#general
All events	#marketplace-log

Configure in Settings:

{
  "routing": {
    "private_offer.accepted": "#sales-wins",
    "contract.expiring": "#customer-success",
    "metering.failed": "#engineering-alerts",
    "revenue.milestone": "#general",
    "default": "#marketplace-alerts"
  }
}

Private Channels

To send to private channels:

1. Create the private channel
2. Invite @Automatum bot to the channel
3. Select channel in routing settings

Direct Messages

Send notifications to specific users:

1. Go to notification settings
2. Select "Direct Message" option
3. Choose user(s) to notify
4. Save configuration

Message Formats

Private Offer Accepted

🎉 Private Offer Accepted

*Customer:* Acme Corporation
*Product:* Enterprise Plan  
*Value:* $50,000/year
*Duration:* 12 months
*Marketplace:* AWS

[View Offer] [View Customer]

Contract Expiring

⚠️ Contract Expiring Soon

*Customer:* Acme Corporation
*Product:* Professional Plan
*Expires:* February 15, 2026 (30 days)
*Current Value:* $25,000/year

*Action Required:* Initiate renewal conversation

[Create Renewal Offer] [View Contract]

Metering Failure

🚨 Metering Event Failed

*Customer:* Acme Corporation
*Product:* API Gateway
*Dimension:* api_calls
*Quantity:* 10,000
*Error:* INVALID_DIMENSION

[View Details] [Retry] [Dismiss]

Revenue Milestone

🏆 Revenue Milestone Reached!

*Milestone:* $1,000,000 Monthly Revenue
*This Month:* $1,024,500
*Growth:* +15% vs last month

Team celebration time! 🎊

[View Analytics]

Interactive Actions

Button Actions

Click buttons in Slack to take action:

Available Actions:

• View offer/contract/customer
• Create renewal offer
• Retry failed metering
• Acknowledge alert
• Snooze reminder

Modal Workflows

Some actions open interactive modals:

Quick Offer Creation:

1. Click "Create Offer" button
2. Modal opens with customer pre-filled
3. Enter pricing and terms
4. Submit directly from Slack

Slack Commands

Available Commands

Use slash commands to query data:

/automatum help Shows available commands

/automatum status Shows system status and recent activity

/automatum customer [name/id] Look up customer information

/automatum offer [id] Get private offer details

/automatum revenue [period] Get revenue summary (today, week, month, quarter)

Example Usage

/automatum revenue month

📊 Monthly Revenue Summary

Total Revenue: $524,000
New Contracts: 8
Renewals: 12
Churned: 2

AWS: $380,000 (72%)
Azure: $144,000 (28%)

[View Full Report]

Notification Schedule

Business Hours

Limit notifications to business hours:

1. Go to Settings > Integrations > Slack
2. Enable Business Hours Only
3. Set timezone
4. Define hours (e.g., 9 AM - 6 PM)
5. Select business days

Outside Hours:

• Critical alerts still sent immediately
• Non-critical batched for next business day
• Or held until morning digest

Quiet Hours

Completely silence notifications:

{
  "quietHours": {
    "enabled": true,
    "start": "22:00",
    "end": "07:00",
    "timezone": "America/New_York",
    "exceptions": ["metering.failed", "contract.expiring_urgent"]
  }
}

Daily Digest

Receive summary instead of individual alerts:

Digest Contents:

• New customers today
• Offers sent/accepted
• Revenue summary
• Upcoming renewals
• Action items

Delivery Time: Configurable (default: 9 AM)

Customization

Custom Message Templates

Customize notification appearance:

1. Go to Settings > Integrations > Slack > Templates
2. Select notification type
3. Edit template
4. Use available variables
5. Preview and save

Template Variables:

{{customerName}} - Customer company name
{{productName}} - Product name
{{value}} - Contract/offer value
{{vendor}} - AWS or Azure
{{date}} - Relevant date
{{link}} - Link to Automatum

Emoji Customization

Change notification emojis:

Event Type	Default	Custom
Offer accepted	🎉	Configurable
Contract expiring	⚠️	Configurable
Metering failed	🚨	Configurable
Revenue milestone	🏆	Configurable

Multi-Workspace

Connect Multiple Workspaces

For organizations with multiple Slack workspaces:

1. Connect primary workspace
2. Click Add Another Workspace
3. Authorize additional workspace
4. Configure routing per workspace

Cross-Workspace Notifications

Send same notification to multiple workspaces:

{
  "event": "private_offer.accepted",
  "workspaces": [
    { "id": "ws_1", "channel": "#sales" },
    { "id": "ws_2", "channel": "#deals" }
  ]
}

Troubleshooting

Not Receiving Notifications

Check:

1. Slack app is connected (Settings > Integrations)
2. Channel exists and bot is member
3. Notification type is enabled
4. Not in quiet hours
5. No channel-specific filters

Solutions:

• Reconnect Slack integration
• Re-invite bot to channel
• Review notification settings
• Check Slack app permissions

Bot Not Responding to Commands

Check:

1. Bot has correct scopes
2. Command is typed correctly
3. Bot is in the channel
4. User has Automatum account linked

Solutions:

• Reinstall Slack app
• Use /automatum help for syntax
• Invite @Automatum to channel

Messages Not Formatting Correctly

Check:

1. Channel supports rich formatting
2. No conflicting Slack apps
3. Template syntax is valid

Security

Permissions Used

The Automatum Slack app requests:

Scope	Purpose
chat:write	Send messages
commands	Slash commands
channels:read	List public channels
groups:read	List private channels
users:read	User lookup for DMs

Data Access

• Automatum does NOT read your Slack messages
• Only sends outbound notifications
• User commands are processed server-side
• No message history access

Disconnect

To remove integration:

1. Go to Settings > Integrations > Slack
2. Click Disconnect
3. Confirm removal

This revokes all permissions immediately.

API Integration

Send Custom Slack Message

POST /api/integrations/slack/send
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

{
  "channel": "#sales",
  "message": {
    "text": "Custom notification message",
    "blocks": [
      {
        "type": "section",
        "text": {
          "type": "mrkdwn",
          "text": "*Custom Alert*\nDetails here"
        }
      }
    ]
  }
}

Best Practices

1. Start with key events - Don't over-notify
2. Use dedicated channels - Keep organized
3. Enable business hours - Respect work-life balance
4. Review weekly - Adjust based on feedback
5. Train your team - Ensure adoption

Next Steps

• Microsoft Teams Integration
• Email Notifications
• Webhook Setup

Need Help?

Contact support@automatum.io for Slack integration assistance.