Team messaging
AI agents for Slack
AI agents that use Slack as the place a person stays in control: approve or reject with a button, route exceptions to the right owner, and get alerts where your team already works.
Slack is where a lot of teams already talk, so it is the natural place to put the human step in an automated workflow. Rather than a separate approval tool nobody checks, the agent brings the decision to the channel your team lives in.
We use Slack as the human-in-the-loop surface across our builds. The agent does the reading and preparing in your systems of record; Slack is where a person approves the payment, claims the lead, or handles the exception, with one click.
What we automate on Slack
AP approvals
Each payable lands in Slack as a prepared card with the invoice, PO, and budget line, ready to approve or reject with a button.
How it works
Support escalation
The agent handles routine tickets and escalates the rest to Slack with the context gathered, so a person picks up ready to help.
How it works
Lead handoff
Qualified leads post to the right channel for a rep to claim, so nothing sits unowned while the agent keeps qualifying.
How it works
Exception review
Anything the agent cannot process confidently is pushed to a channel for a quick human decision, with the document attached.
How it works
How we connect
Into Slack, the right way
We connect through the Slack API using OAuth, with a bot scoped to what the workflow needs: post and update messages, read the channels it operates in, and render interactive approve or reject controls with Block Kit. Slash commands and shortcuts let a person trigger the agent from where they already are.
Slack changed rate limits for non-Marketplace apps in 2025, so for anything that reads conversation history at volume we take the Marketplace-approved or internal-app path, which keeps full access. Slack holds no source data of record, so we treat it strictly as the approval and notification layer, never the place the work is stored. Data-region controls are available on Business+ and above.
Doesn't Slack already do this?
Where the native features stop
Slack ships its own AI now (thread summaries, search, and Salesforce's Agentforce agents in-channel), and it is useful for making sense of conversations. What it does not do on its own is run a cross-system workflow that reads an invoice in your inbox, codes it against your ledger, and brings you the approval. Slack is the surface for the human step; the workflow underneath it is what we build.
Questions about Slack
Is Slack where the agent stores our data?
No. Slack holds no system-of-record data in our builds. It is the approval and notification layer; the work lives in your accounting tool, CRM, or inbox, with the log kept there.
Can people approve payments straight from Slack?
Yes. The agent posts a prepared card with the context, and a person approves or rejects with a button. The action then executes in the system of record, logged.
What Slack permissions does the bot need?
A scoped bot token for the channels it operates in and the actions it takes. We ask for the narrowest set, and it is revocable at any time.
Do we need a paid Slack plan?
Approvals and notifications work on standard plans. Some data-region and history-access features need Business+ or higher, which we confirm during setup.
See all integrations or the full list of use cases.
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