Slack Integration (Upcoming)

Slack integration in Agency Handy allows you to receive real-time notifications, updates, and feedback directly within dedicated Slack channels. Whether it's new task assignments, client feedback, or order updates, this integration streamlines communication for faster decision-making and better team responsiveness.

2. Goals

Business Goals

  • Increase Engagement: Prioritize notifications by urgency to improve response time.

  • Boost Efficiency: Centralize agency notifications to reduce delays in team collaboration.

  • Enhance Customer Satisfaction: Keep clients informed with quick updates in Slack.

User Goals

  • Improve Communication: Consolidate agency, client, and task updates in one tool.

  • Enhance Responsiveness: Get real-time alerts to act promptly.

  • Streamline Notifications: Keep updates organized in dedicated channels per client or use case.

3. Pre-Conditions

  • User must have Super Admin or Admin permissions in Agency Handy.

  • A valid Slack workspace should be available.

  • Slack integration is available only on the following plans:

    • MRR Plans: Team Starter, Business Pro, Teams and Pro, Enterprise

    • Lifetime Plans: Plan 2, Plan 3, Plan 4

    • Promotions: RocketHub 2, 3; Black Friday 2, 3, 4; AppSumo 2, 3, 4, 5

    • Specific Users: Atikur Rahaman, Ridwanul Hossine, Irfan

4. Table of Contents

  1. Setting Up Slack Integration

  2. Configuring Notification Channels

  3. Routing Notifications

  4. Notification Types & Templates

  5. Using Slack Commands

  6. Outcome

  7. Important Notes

5. Contents

1. Setting Up Slack Integration

  1. Go to Workspace Settings → Integrations → Slack.

  2. Click “Connect Slack”.

  3. Authenticate using your Slack account and select the workspace.

  4. Authorize Agency Handy to post messages and create channels.

2. Configuring Notification Channels

Upon setup:

  • Channels are auto-created using naming conventions:

    • #client-Client_Name → For client-specific updates

    • #AgencyHandy-Update → For internal team notifications

Add the following roles to each channel:

  • Client Channels: Client, Super Admin, Admin, PM

  • Agency Update Channel: Super Admin, Admin (Private)

3. Routing Notifications

Client-Specific Channels (#client-Client_Name)

These channels receive:

  • New orders

  • Order form submissions

  • Task creation:

    “A task titled Task_Name (ID: 123) was added to Order #456 for Service_X.”

  • Task status changes, feedback, approvals/rejections

  • Task completions

  • Ticket and order updates

  • File feedback notifications (see below)

Internal Notification Channel (#AgencyHandy-Update)

These channels receive:

  • Task status changes

  • New assignees

  • Internal team comments

  • General order updates

Urgency-Based Segmentation

All notifications are tagged as urgent or normal, allowing your team to prioritize what to handle first.

4. Notification Types & Templates (File Feedback)

All the following go to the associated client channel:

Event
Slack Notification
Redirect

Feedback Added

“Feedback Added: A feedback has been added in the file feedback section of [File Name]. Please review it.”

File Feedback Tab

New File Version

“New File Version Uploaded: A new version of [File Name] has been uploaded. Please review.”

File Page

Comment Resolved

“Feedback Resolved: Your feedback on [File Name] has been marked as resolved.”

File Feedback Tab

Mentioned in Comment

“Mentioned in Comment: [User] mentioned you in a comment on [File Name].”

Comment Thread

Needs Review

“Needs Review: An item in [File Name] requires your review.”

File Feedback Tab

Approved

“Item Approved: An item in [File Name] has been approved.”

File Feedback Tab

5. Using Slack Commands

Use the /agencyhandy command in Slack to interact with tasks, orders, and tickets.

Status Update

bashCopyEdit/agencyhandy order[123], task[456], status[in_progress]
/agencyhandy ticket[789], status[resolved]

Add Comment

bashCopyEdit/agencyhandy order[123], task[456], comment[Please prioritize this.]
/agencyhandy ticket[789], comment[Client requested ETA.]

Note:

  • Clients cannot update statuses if the client review is turned off for that task.

  • Clients can comment even if status change is restricted.

Outcome

You’ve now set up Slack integration for Agency Handy, enabling real-time, organized communication with your team and clients across tasks, orders, files, and tickets—directly inside Slack.

6. Important Notes

  • Security: All Slack integrations use OAuth and follow Slack’s permission protocols.

  • Real-Time Sync: Notifications are pushed instantly without manual refresh.

  • Multi-Client Support: Each client gets their own dedicated Slack channel.

  • Client Detection Logic: Notifications are routed using the hierarchy → Task > Order > Client.

  • Channel Naming Rules: Avoid special characters or emojis in client org names to ensure clean Slack channel creation.

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