What can we help you with?

Slack integration

 

Who can use this feature:
Available on all plans
⚠️  Limited availability for accounts whose data is stored in the EU

 

Are you looking to keep the whole team in the loop by seamlessly sending messages from monday.com to Slack? Instantly turn updates into messages in Slack so everyone will have the most up-to-date information and be able to work from both platforms and stay synchronized!

With the monday.com integration for Slack, you will also be able to create new items and leave updates on existing items - all without leaving Slack!

 

 

Note: At this time, the following Slack features are not available to users whose data is stored in the EU:
- Slack notifications located in a user's profile
- monday.com shortcuts accessed in Slack

 

 

Adding the Slack integration

To add the Slack integration, go to the board you want to create an Integration for, click on the Integrate button to open up the Automation center. Then choose the Slack integration banner as shown below.Group 64 - 2024-11-05T163541.606.png

 

Once you click on the Slack integration banner, you will find the many different templates that our integration offers! Simply select the integration you wish to use in order to proceed.Screenshot 2024-11-05 at 16.36.56 1.png

 

After you've selected one of the templates, you will be asked to connect your monday.com account with your Slack account. Follow the steps on your screen to authorize the connection between your monday.com account and Slack.

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Now you have successfully connected your account to Slack, and can start building templates to communicate more efficiently with your team! 

Configure your templates

Once you've chosen a template and authorized monday.com to integrate with Slack, you will get to the integration window. This is where you will be able to configure the chosen template, customize the message that will be sent, and choose to whom it will be sent!Screenshot 2024-11-05 at 16.38.55 1.png

 

With the Slack integration, you can choose to notify specific people, everyone, or people within a specific channel.

 

Note: Both public and private channels will populate as options, but only the channels that you have joined as a member. If you want to use a private channel with this integration, you must be a member of the private channel and you must first add Slack to the private channel.

 

Mention specific people in a Slack message

When setting up the integration template, you can select the User Name option from the Auto populate fields section at the bottom.Group 64 - 2024-11-05T165451.347.png

 

Now, as soon as the status changes to Done, Danielle will then receive the following message in Slack: Group 64 - 2024-11-05T165654.468.png

 

Create items and updates directly from Slack 

  • Create a new item directly from Slack

With the Slack shortcut feature, Slack users with login credentials on your monday.com account can instantly create new items, such as tasks or projects, directly from Slack conversations. Leave important items on monday.com so nothing gets left behind. (The Slack commands are still supported and usable if you prefer using those instead of the new shortcuts!)

 

Note: When using Slack shortcuts, your Slack workspace can only be connected to one monday.com account. However, when using the integration within monday.com as described in the earlier part of this article, one monday.com account can be integrated with multiple Slack workspaces.

 

To create a new item directly from a Slack conversation, click on the shortcut icon and then select Create a new item.Create.png

 

Next, customize the item you'd like to create. You can even add an update that will display in the Updates Section of your item on monday.com. create2.png

 

  • Create updates directly from Slack

With the new shortcut feature, Slack users with login credentials on your monday.com account can also add updates to existing items (tasks or projects) directly from Slack to make sure nothing falls between cracks.

Similar to above, click to locate the monday.com shortcut, and select "Create an item update this time around. From there, type the update you'd like to post and select the board, the group, and the item in your monday.com account and click "Submit"!update.png

 

Send direct messages in Slack

You can send direct messages in Slack without leaving your monday.com account. Choose the specific person you'd like the message to be sent to and customize your message!

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Receive monday.com notifications in Slack

With the Slack Integration, you can check your important monday.com notifications directly in Slack. 

How does it work?

When you receive a monday.com notification in Slack, it appears just like all your other direct messages! Depending on your settings, you'll typically see the notification pop up on the right-hand corner of your desktop, and hear the sound that means you've received a new notification!

To view the notification, scroll to the bottom of your left panel under "Apps", and expand the monday.com conversation! From here, you can see a preview of the notification, and can even "Like" it, Reply, and open up the notification in your monday account directly from within Slack!Group 64 - 2024-11-05T171324.712.png

 

How do I set it up?

This feature is enabled across your entire account, which means that only one person in your account has to enable or disable this feature for everyone in your account. So if you are the first one in your account to get to it - what do you do?

 

  • If you are setting it up for the first time

Click your profile picture, then click on My profile and navigate to the Notifications tab on the left.  In the System Notifications section, click on the Add Slack button to begin the integration setup.Group 64 - 2024-11-05T171452.616.png

 

Now, you'll be able to see what monday.com will be able to do and view once this integration is set up. You can click the arrow beside the terms for more information. If you agree with these permissions, click Allow, and on the next screen, Authorize. Screenshot 2024-11-05 at 17.16.27 1.png

 

  • If it is already set up by someone else 

While only one person from your monday.com account needs to initially set up the integration, each individual team member must complete one final step. When you try to "Like" your first notification in Slack, you will receive an error message. Simply click on Authorize in order to complete the setup!

 

  • How can I mute notifications?

If you don't want to receive your monday.com notifications within Slack, you can mute them! Head to Slack and scroll down to the bottom of your left pane, where your apps are listed. Right-click on the monday.com app, and then click on Mute conversation:Group 65 (17).png

 

If you ever want to re-enable your notifications, you can follow the same steps, but this time, click Unmute conversation.

 

FAQs

What happens if I leave a channel where I used the Slack integration?

If you leave a channel where you set up the Slack integration, the integration will continue to work in the channel after you leave. 

 

How can I remove the integration?

  1. Open your workplace slack app or connect in your web browser: slack.{YOUR SLACK DOMAIN NAME}.com/apps/manage
  2. Find the monday.com integration
  3. Scroll down to the bottom of the page and remove the integration

Your slack admin will need to completely remove the integration for it to be removed for the whole account.

 
 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.