# Slack

Real-time Slack notifications for meeting events, AI-generated summaries, action item reminders, coaching alerts, and interactive deal commands — delivered to the channels where your team works.

## When to Use This Connection

Use this connection when the user:
- Wants meeting summaries posted to a Slack channel automatically after every call
- Needs to configure which notification types go to which channels
- Wants action items from meetings to become Slack reminders for the assigned owners
- Needs manager coaching alerts delivered via Slack when reps need support
- Wants to use Slack commands to look up meeting data or deal information quickly

## What This Connection Does

Guide the user to Settings > Integrations > Slack in Demodesk at `https://demodesk.com/manage/settings/integrations/slack`. Click "Add to Slack" to initiate the OAuth 2.0 flow. The user authorizes Demodesk for their Slack workspace — this requires Slack workspace admin permissions or the ability to approve app installations. Demodesk requests permissions to post messages, create reminders, and read channel membership.

After authorization, configure three main areas:

**Notification Types and Channel Routing**: In the "Channel Routing" tab, configure which events trigger Slack messages and where they are delivered. Available event types include:
- **Meeting completed**: Posts the AI-generated summary, key moments, and action items. Route to a team channel (e.g., #sales-meetings) or deal-specific channels.
- **Deal stage changes**: Posts when a deal advances or regresses. Route to #pipeline or manager channels.
- **Coaching alerts**: Posts when AI detects a rep needs support (low call scores, repeated objections, missed follow-ups). Route to manager DMs or a #coaching channel.
- **Scheduling notifications**: Posts when meetings are booked or rescheduled.

Each event type can be routed to one or more channels, or sent as DMs to specific users. Use Slack channel names or user handles in the routing configuration.

**Action Item Reminders**: When Demodesk extracts action items from a meeting, each item can create a Slack reminder for the assigned owner. Enable this in "Action Item Settings." The reminder fires at a configurable time before the action item's due date (default: 1 hour before). If no due date is set, the reminder fires the next business morning.

**Manager Alert Preferences**: Managers can configure which coaching signals trigger alerts and their urgency level. Navigate to "Manager Alerts" to set thresholds — for example: "Alert me when a rep's call score falls below 5/10" or "Alert me when a rep has no follow-up scheduled within 24 hours of a meeting."

**Interactive Commands**: Once connected, team members can use Slack commands to query Demodesk data directly from Slack. These commands are available in any channel where Demodesk is installed.

Anti-Pattern: "Send Everything to One Channel"
Routing all notification types to a single channel creates noise that teams will mute or ignore within days. Route meeting summaries to team channels, coaching alerts to managers only, and deal updates to deal-specific or pipeline channels. Less noise means higher engagement.

Anti-Pattern: "Enable Coaching Alerts Without Telling the Team"
Turning on coaching alerts for managers without informing reps creates a surveillance dynamic. Communicate openly with the team about what is being tracked and how coaching alerts are used — they should be positioned as support tools, not performance monitoring.

## Data Sync

| Entity | Direction | Details |
|--------|-----------|---------|
| Meeting Summaries | → Demodesk to Slack | AI summaries posted to configured channels after each meeting |
| Action Items | → Demodesk to Slack | Extracted action items create Slack reminders for assignees |
| Coaching Alerts | → Demodesk to Slack | AI-detected coaching needs sent to managers via DM or channel |
| Deal Updates | → Demodesk to Slack | Deal stage changes and key deal events posted to channels |
| Scheduling Notifications | → Demodesk to Slack | Meeting booked/rescheduled/cancelled events posted to channels |

All notifications are one-way from Demodesk to Slack, triggered in real time by events.

## Example Prompts

- "Connect Demodesk to our Slack workspace"
- "Route meeting summaries to the #sales-team channel and coaching alerts to my DMs"
- "Set up Slack reminders for action items that come out of Demodesk meetings"
- "Turn off scheduling notifications in Slack — we only want meeting summaries"