# Slack app

URL: https://attio.com/help/reference/apps/communication-apps/slack-app
Breadcrumbs: [Help](https://attio.com/help) > [Reference](https://attio.com/help/reference) > [Apps](https://attio.com/help/reference/apps) > [Communication apps](https://attio.com/help/reference/apps/communication-apps)

Send Slack notifications and chat with Ask Attio in Slack.

> Available on all plans.
>
> **Admins** can install the app for Slack.  
> Once installed, **all members** can use it.

Attio’s app for Slack lets you send automated notifications based on activity in your workspace and use Ask Attio directly in Slack. Customize messages when records or lists change, or ask questions about your data without leaving Slack.

## Connect Slack and Attio

Only admins can connect a Slack workspace to Attio. Each Attio workspace can connect to one Slack workspace.

> **Note: **Attio’s bot for Slack will only have access to and be able to view basic information for any public or private channels it’s invited to. It can send messages to channels it is invited to, but it cannot read other messages in the channel.

To connect Slack and Attio:

- Click your workspace name and select **Apps and integrations**.
- Search for **Slack** and click **Install**.
- Under **Workspace Connection**, click **+ Connect**.
- Choose the Slack workspace you want to use.
- Click **Install Attio**.

If you see a message after clicking **Connect** that says, "You've submitted a request for this app.", a Slack Workspace Owner or app manager needs to [approve the Attio app request in Slack](https://slack.com/help/articles/360024269514-Manage-app-requests-for-your-workspace) before you can use it.

> **Note: **Attio’s bot for Slack can be used with the following channel types:
>
> - Public channels
> - Private channels, when [granted access](https://attio.com/help/apps/automations-apps/slack-app#grant-attio-access-to-private-slack-channels)
> - Slack Connect channels (shared with external workspaces), as long as the channel is owned by the Slack workspace connected to Attio

![](https://a.storyblok.com/f/234930/2470x1334/e7327b81fe/add-slack-workspace.png)

### Grant Attio access to private Slack channels

To use Attio in a private Slack channel, add the Attio app to the channel first.

- Open the channel’s settings in Slack.
- Go to the **Integrations** tab.
- Click **Add an App**, then select **Attio**.

![Screenshot of a Slack interface showing options to upgrade channel features like automation, app integration, and email settings.](https://a.storyblok.com/f/234930/1956x1606/92c103d118/add-attio-private-slack-channel.png)

## Ways to use the Attio app for Slack

After connecting Slack, you can use it for the following:

- **[Chat with Ask Attio](https://attio.com/help/reference/attio-ai/ask-attio/chat-with-ask-attio)**: Ask questions about your workspace data directly in Slack by tagging @Attio in a channel or by using the **Chat** tab in the Attio app.
- **[Workflows](https://attio.com/help/reference/automations/workflows/create-a-workflow)**: Send customized Slack messages when specific criteria are met using Slack action blocks in a workflow.
- **Lists or records**: Automatically post updates to Slack when changes are made to a list or to records in an object.

If you’re setting up automated notifications, here’s how to decide between workflows and list or record notifications:

- **Workflows**: Send customized messages only when specific conditions are met.
- **Lists or records notifications**: Post every change automatically without customization, ideal for a simple audit log.

### Chat with Ask Attio in Slack

You can use the Attio app for Slack with [Ask Attio](https://attio.com/help/reference/attio-ai/ask-attio/chat-with-ask-attio) to ask questions about your Attio workspace directly in Slack.

To use Ask Attio in Slack, the login email for your Attio account must match the email address used to log in to Slack.

> **Note:** If your Slack connection was set up before March 2026, you’ll need to reconnect it to use Ask Attio features in Slack:
>
> 1. Go to the [Slack app](https://app.attio.com/_/settings/apps/installed/slack/connections) settings page.
> 2. Click the **⋮** icon to the right of the connection.
> 3. Click **Reconnect**.

#### Mention the Attio app in a channel or thread

In any channel or thread where the Attio app is installed, tag **@Attio** followed by your question. Ask Attio will reply in the thread with relevant information from your workspace.

#### Chat in the Attio app

Open the **Attio** app in Slack and select the **Chat** tab. From here, you can ask questions and have a direct conversation with Ask Attio, similar to using Ask Attio in Attio.

For more details on what Ask Attio can do and how it works, see [Chat with Ask Attio](https://attio.com/help/reference/attio-ai/ask-attio/chat-with-ask-attio).

### Use Slack in workflows

Use Slack action blocks to send messages or trigger actions from a workflow.

#### **Formatting Slack messages**

**In new workflows**, you can format messages with markdown:

- Highlight text to apply bold, italics, underline, or strikethrough.
- Start a line with `-` or `*` to create a bulleted list.

**In legacy workflows**, messages support Slack's formatting syntax instead of markdown.

To @mention someone in either version, include their Slack member ID like this: `<@SLACK_MEMBER_ID>`

Example: Heads up, `<@U12345678>`, it's time to follow up with this deal.

To find a member ID in Slack, open the person's Slack profile, click the three-dot menu, and select **Copy member ID**.

For additional formatting options such as links, emojis, and block quotes, see [Slack's formatting reference guide](https://api.slack.com/reference/surfaces/formatting).

#### **Post message to channel block**

Automatically send a message to a Slack channel when workflow conditions are met.

Use this block for one-way notifications that do not require any interaction in Slack.

Block inputs:

- **Channel:** Select the channel to post in.
- **Message:** Write your message (up to 2,900 characters). Use **{x}** to insert [variables](https://attio.com/help/reference/automations/workflows/create-a-workflow#use-variables).
- **Hide sent by watermark (optional):** Hide or show the *Sent via {Workflow Name}* text.

![](https://a.storyblok.com/f/234930/2214x1022/80d24ce487/deal-won-slack-message-example.png)

### **Post actions to channel block**

Send a message to Slack with buttons. When someone clicks a button in Slack, it triggers additional workflow actions.

Use this block when you want someone in Slack to choose what happens next in the workflow.

Block inputs:

- **Channel:** Select the channel.
- **Message (optional):** Write your message, using **{x}** for [variables](https://attio.com/help/reference/automations/workflows/create-a-workflow#use-variables).
- **Action label:** Add a label for the button.
- **Action style:** Choose from Default (white), Primary (green), or Danger (red).
- **Action configuration:** Define what happens when the button is clicked. This determines which workflow block runs next.

Click **+ Add item** to add additional buttons.

![Workflow automation blocks showing post actions to channel slack block](https://a.storyblok.com/f/234930/2218x1122/580c25f8a5/send-new-deals-to-slack-workflow-example.png)

### Set up Slack notifications for lists or records

You can also send Slack messages when changes happen in lists or records.

To create a Slack notification:

- Go to the list or all records page (such as **People** or **Companies**).
- Click the **⋮** icon in the top right.
- Select **Notifications**, then **+ Add Slack notification**.

![Dropdown menu showing options for "Edit Slack notifications," "Add Slack notification," "Object settings," "Manage attributes," and "Notifications."](https://a.storyblok.com/f/234930/934x442/69774c15bb/add-slack-notification.png)

Under **Notify on**, choose what you want to track:

- **Entry is added (for lists):** Sends a Slack message every time a record is added to the list.

  - Includes the name of the list and a link to it
  - Shows the name of the record that was added
  - Displays any attribute values added with the record
  - Identifies who added it
- **Attribute values are updated (for lists or records):** Sends a Slack message when any attribute is updated in a list or record.

  - Includes the name of the list or record and a link to it
  - Shows which record was updated
  - Displays the previous value and the new value for the updated attribute
  - Identifies who made the update
- **Record is created (for objects):** Sends a Slack message whenever a new record is created.

  - Includes the name of the record and a link to it
  - Displays any attribute values the record was created with
  - Identifies who created it

Then select your Slack workspace and channel, and click **Create notification**.

![Notification setup window for updating attribute values, with a Slack channel input labeled "#pipeline" and options to cancel or create.](https://a.storyblok.com/f/234930/1078x602/f825828272/slack-notification-setup.png)

If you are prompted to enter the Slack ID for a channel manually:

- Open Slack and navigate to the channel.
- Click the channel name at the top.
- Scroll to the bottom of the **About** tab to find the Channel ID.
- Click the icon to its right to copy the ID.

![A Slack channel settings window showing details like channel name, topic, description, creator, and creation date.](https://a.storyblok.com/f/234930/1630x1532/c75e52bd45/slack-channel-id.png)

Once created, the Attio bot for Slack will automatically post updates in the selected channel.

![Screenshot of a Slack channel showing updates on various deals, including changes in stages, projected close dates, and deal values.](https://a.storyblok.com/f/234930/1578x1584/d5e2453108/slack-channel-notifications.png)

#### Delete a Slack notification

To delete a notification:

- Open the list or all records page.
- Click the **⋮** icon in the top right.
- Go to **Notifications**, then **Edit Slack notifications**.
- Click the **⋮** icon next to a notification and select **Delete notification**.

![Screenshot of a software interface showing Slack integrations for notifications on deals, with options to create or delete notifications.](https://a.storyblok.com/f/234930/1652x1014/a85b8a8dde/delete-slack-notification.png)

## Remove a Slack connection

Only admins can remove a connected Slack workspace.

- Click your workspace name and select **Apps and integrations**.
- Open **Slack**.
- Click the **⋮** icon next to the workspace and select **Remove connection**.

![Slack app integration page showing connection status with a workspace, connected by Cassandra Beck on October 6, 2025.](https://a.storyblok.com/f/234930/2070x994/6c07693634/remove-slack-connection.png)