Slack Integration

The Slack Integration feature lets you connect your Agency Handy workspace to a Slack channel. Once connected, updates about orders, tasks and other workspace activities are automatically posted to Slack in real time, keeping team members informed without leaving their messaging app.

What You Can Do

• Connect your Slack workspace to Agency Handy

• Choose a specific Slack channel for notifications

• Receive automatic updates when tasks, orders or projects change

• Include task attachments or comments directly in Slack messages

• Disconnect the integration at any time from the Integrations page

Why It Matters

• Keeps your team informed in real time without switching apps

• Centralises notifications, reducing email clutter

• Improves collaboration by showing task and order details where the team already works

Who Can Use This

• Super Admin and Admin roles with access to Integrations

• Manager role if granted integration permissions

Getting Started

1. Open Integrations

   • Go to the left sidebar and click Integrations.

2. Find Slack

   • Scroll to the Slack card and click Connect.

3. Authorise Slack

   • A Slack window opens. Sign in to your Slack workspace (if not already signed in).

   • Review the permissions and click Allow to authorise Agency Handy.

4. Choose a Channel

   • After authorisation, select the Slack channel where you want notifications to appear.

   • Click Save to confirm.

5. Complete the Setup

   • The Slack card will show as Connected.

   • You will now start receiving notifications in the selected channel.

How Notifications Work

• When a task is created, updated or completed, or when there is a new comment or order update, a message is posted to the configured Slack channel.

• Messages include basic details (task name, order number, status change) and a link back to Agency Handy.

• If a file or attachment is added to the task, the Slack message includes a preview.

Important Notes

• Only one Slack workspace can be connected per Agency Handy workspace.

• You need Slack workspace admin rights to authorise the integration.

• Disconnecting the integration stops all notifications immediately.

• Notifications are visible to all members of the selected Slack channel—make sure the channel is appropriate for the level of detail shared.