Slack app
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 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
Slack Connect channels (shared with external workspaces), as long as the channel is owned by the Slack workspace connected to Attio
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.
Ways to use the Attio app for Slack
After connecting Slack, you can use it for the following:
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: 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 to ask questions about your Attio workspace directly in Slack.
The integration currently supports Ask Attio’s read features, so you can ask questions and get responses about your data but cannot create or update data from 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:
Go to the Slack app settings page.
Click the ⋮ icon to the right of the connection.
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.
Use Slack in workflows
Use Slack action blocks to send messages or trigger actions from a workflow.
Formatting Slack messages
Messages sent through Attio’s Slack blocks support Slack’s formatting syntax.
To @mention someone in Slack, include their Slack member ID like this: <@SLACK_MEMBER_ID>
Example message: 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 dots menu, and select Copy member ID.
For more formatting options (links, bold, emojis, etc.), see Slack’s formatting reference guide.
Post message to channel block
Automatically send a message to a Slack channel when workflow conditions are met.
Block settings:
Slack Workspace: Choose a connected workspace.
Channel: Select the channel to post in.
Message: Write your message (up to 2,900 characters). Use {x} to insert variables.
Hide sent by watermark (optional): Hide or show the Sent via {Workflow Name} text.
Post actions to channel block
Send a message with buttons that trigger workflows when clicked.
Block settings:
Slack Workspace: Choose a connected workspace.
Channel: Select the channel.
Message (optional): Write your message, using {x} for variables.
Action inputs: Add and label buttons.
Action configuration: Define what happens when each button is clicked. Choose from any workflow block.
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.
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.
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.
Once created, the Attio bot for Slack will automatically post updates in the selected channel.
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.
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.