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How Do I Get the Slack Integration?

Stephanie
  • Updated

What is the Slack Integration?

Our Slack Integration makes it easy for you and your team to stay on top of tasks in Loopio, and access and share the knowledge held in your Library.

The Slack Integration allows members of Loopio to receive Notifications about Project Assignments, Comments and Nudges as a direct message in Slack. Plus, you can access the Loopio Library by typing "/loopio search" with a search term in Slack channels and direct messages.

Where Can I Get the Slack Integration?

The Loopio Slack Integration is available on the Admin page in Loopio, and requires a short setup process within your Loopio account.

 

Note: Should any questions arise, please reach out to our Professional Services Team for assistance: Send an email to Professional Services

Don’t see the Admin page in Loopio? Contact our Professional Services Team for assistance: Send an email to Professional Services
Not a Loopio Customer yet? Contact a Product Expert to learn more

Setting Up the Slack Integration

With the Loopio Slack Integration, you can connect all your company’s workspaces to your Loopio account. The first connected workspace a User belongs to will become their default workspace, or where they will receive Project notifications.

 

Permissions Required: General Administration, Level 1 (Manager) permissions are required to connect the Slack Integration.

To Connect Your First Slack Workspace:

  1. Click Admin in your top navigation bar
  2. Click Integrations
  3. Click Connect in the Slack section of the Integrations page
    Screenshot_of_the_Integrations_screen_Slack_section_with_the_connect_button_indicated.png
  4. This will redirect you to a Slack page. If you are not signed in to Slack, enter your workspace URL and sign in to continue
    Screenshot_of_Slack_sign-in_prompt.png
  5. On the Slack permissions screen, click Allow
    Screenshot_of_Slack_permission_screen.png
 

Note: If your Organization has additional app approval requirements in Slack, you may see a Request to Install screen instead:
Screen_Shot_2019-10-28_at_3.32.43_PM.png
An App Manager in your Slack workspace will be notified with a request to approve the app.

You are now successfully connected! The Integrations page will show the name of the connected workspace, the name of the person who connected the Slack Integration within Loopio, and the date the workspace was connected

Screenshot_of_the_Integrations_screen_Slack_section_with_the_connection_information_indicated_-_first_workspace.png

To Connect an Additional Slack Workspace:

  1. Click Admin in your top navigation bar
  2. Click Integrations
  3. Click + Add another workspace in the Slack section of the Integrations page
    Screenshot_of_the_Integrations_screen_Slack_section_with_the_connect_link_indicated_-_additional_workspace.png
  4. This will redirect you to a Slack page. If you are not signed in to Slack, enter your workspace URL and sign in to continue
    Screenshot_of_Slack_sign-in_prompt.png
  5. On the Slack permissions screen, click Allow
    Screenshot_of_Slack_permission_screen.png
 

Note: If your Organization has additional app approval requirements in Slack, you may see a Request to Install screen instead:
Screen_Shot_2019-10-28_at_3.32.43_PM.png
An App Manager in your Slack workspace will be notified with a request to approve the app.

You are now successfully connected! The Integrations page will show the name of the connected workspace, the name of the person who connected the Slack Integration within Loopio, and the date the workspace was connected

Screenshot_of_the_Integrations_screen_Slack_section_with_the_connection_information_indicated_-_additional_workspace.png

To learn how to configure Project Notifications through the Slack Integration, read more: Setting up Slack Notifications

Read on to learn more about the Slack Integration: Searching the Library from Slack

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