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How to connect Slack with Sally AI

Connect Sally AI with Slack to share what came out of a meeting straight in your team's channels or direct messages. With the Sally Slack integration you send action items and notes to Slack in one click, so nothing gets typed twice and everyone sees the same thing.

Quick navigation

  1. How to connect Slack with Sally AI
  2. How to send insights to Slack
  3. Required OAuth scopes

1. How to connect Slack with Sally AI​

Follow these steps to set up the Sally-Slack integration.

  1. Open Settings at the bottom of the left sidebar.
Sally sidebar with the Settings entry highlighted at the bottom left
Figure 1: Open Settings
  1. Under Configuration, go to Integrations and click Discover integrations.
Sally integrations page with no integration connected and the Discover integrations button
Figure 2: Discover integrations
  1. Pick the Collaboration category on the left, then select Slack. The search bar at the top takes you straight there as well.
Add integration dialog with the Collaboration category and the Slack entry highlighted
Figure 3: Select Slack from the list

  1. The panel on the right tells you what the integration transfers. Click Connect in the bottom right, then approve the access in Slack.

  2. Once you have approved it, Slack is connected. The Actions tab shows what Sally offers through this integration and lets you switch off individual actions for the organization account. Helper functions stay locked while an active action needs them, which is why some toggles cannot be moved. Disconnect in the top right ends the connection again.

Actions tab of the connected Slack integration with the toggles for the primary actions
Figure 4: Control what the integration may do

Whether an integration may be connected at all is up to owners and admins, see managing integrations for your users.

2. How to send insights to Slack​

Once Slack is connected, a few clicks are enough to move content from a recording into Slack, either as a direct message to individual people or as a message in a channel.

The route is always the same: open the recording you need and click the Integrations icon. It sits at the top of every section and on every single line. Below it you find the two Slack actions.

You can:

Both actions come prefilled with the message from the summary, and you can edit it before sending.

2.1. Send a direct message in Slack​

Send a line from the summary to individual people as a direct message.

  1. Choose Send direct message in Slack in the Integrations menu.
Recording in Sally with the Integrations menu open and the Send direct message in Slack action highlighted
Figure 5: Choose Send direct message in Slack
  1. Under Recipients, pick who should receive the message. The field is mandatory.
  2. Check the message and click Send message.
Send direct message in Slack panel with the recipient field and the prefilled message
Figure 6: Pick the recipient and send the message
  1. The message shows up in Slack as a direct message.
Slack showing the direct message delivered from Sally
Figure 7: Message delivered in Slack
Best practice

Use direct messages for direct, quick follow-ups with colleagues after meetings.

2.2. Post a message to a Slack channel​

Share a line from the summary as a message in a channel so the whole team sees the context.

  1. Choose Post message to Slack channel in the Integrations menu.
Recording in Sally with the Integrations menu open and the Post message to Slack channel action highlighted
Figure 8: Choose Post message to Slack channel
  1. Under Channel, pick where the message should go. The field is mandatory and lists the channels you belong to.
  2. Check the message and click Post message.
Post message to Slack channel panel with the channel field and the prefilled message
Figure 9: Pick the channel and post the message
  1. The message appears in the channel you picked.
Slack channel general with the message posted from Sally
Figure 10: Message posted in the Slack channel
Best practice

Use channel messages to share decisions, next steps, or updates with the entire project team.

3. Required OAuth scopes​

For the integration with Slack, Sally uses OAuth 2.0 for authorization. The following scopes define which areas Sally can access on behalf of the authenticated user.

Technical overview of required scopes​

Disclaimer

  1. Sally accesses this information solely to technically establish and maintain the connection to the user account.

  2. Sally does not make any autonomous changes. Actions are performed exclusively upon the explicit initiative of the user.

  3. API endpoints are only called within the scope of an active action initiated by the user within the platform.

ScopeTypeWhat Slack technically allows with this scopeHow Sally uses this scope
chat:writeUserSend messages as the authenticated userTechnically defined within Slack's permission model. Sally does not send messages independently outside explicitly user-initiated actions.
channels:readUserView basic information about public channels in the workspacePart of Slack's permission model. Sally reads channel information solely to populate channel selection within the integration.
groups:readUserView basic information about private channels in the workspaceTechnically provided for integrations. Sally reads basic information solely for display within the integration.
im:writeUserStart direct messages with peopleTechnically defined within Slack's API model. Sally does not start direct messages independently without explicit user action.
users:readUserView people in the workspacePart of the permission model. Sally reads user information solely to populate recipient selection within the integration.
users:read.emailUserView email addresses of people in the workspaceTechnically defined within Slack's model. Sally reads email addresses solely for display and identification purposes within the integration.