---
title: How to set up and use Slack with Avoma
description: "How to connect Avoma with Slack: set alerts, share meeting snippets, and send updates so your team stays aligned without leaving Slack."
---

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# How to set up and use Slack with Avoma

## Connect Slack to Avoma, set up alerts, send them to the right channels, and share meeting snippets so your team stays aligned without leaving Slack.

#### **This guide outlines the steps for setting up Slack:**

1. [Set up the Slack integration](https://help.avoma.com/slack-integration-setup-guide#setup)
2. [Slack permissions used by Avoma](https://help.avoma.com/slack-integration-setup-guide#permissions)
3. [Creating alerts in Slack](https://help.avoma.com/slack-integration-setup-guide#alerts)
4. [Sharing snippets or meetings](https://help.avoma.com/slack-integration-setup-guide#snippets)
5. [Pro tips & best practices](https://help.avoma.com/slack-integration-setup-guide#tips)

### **Why use Slack with Avoma?**

When you connect Slack to Avoma, you can:

- **Get alerts in Slack** when certain keywords, risks, or coaching opportunities come up in meetings.
- **Send alerts to specific channels** (including private ones) so the right people see them.
- **Receive advanced alerts like deal risk, forecast risk, and coaching recommendations** directly in Slack(requires the Revenue Intelligence add-on).
- **Share snippets from meetings** into Slack to highlight key customer moments without sending the whole recording.

This means you don’t have to leave Slack to stay updated on important conversations.

### **Setting up the Slack integration**

**Who does this:** Only a Slack Admin needs to do the initial setup. Once it’s connected, it works for the entire organization.

Here’s how to get started:

1. In Avoma, go to **Settings \> Organization \> Integrations**.
2. Under **Integrated Apps**, click **Connect Slack**.
   
   ![Slack-workspace-integration](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Slack/Slack-workspace-integration.png?width=328&height=214&name=Slack-workspace-integration.png)
3. You’ll be redirected to Slack to review permissions.
   
   ![Slack-workspace-integration-permissions](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Slack/Slack-workspace-integration-permissions.png?width=384&height=332&name=Slack-workspace-integration-permissions.png)
4. Click **Allow**.

 That’s it. You’ll see a confirmation screen once the connection is live!

***Note:** For details on what Avoma can view and do in your Slack workspace, see the **What permissions does Avoma need in Slack?** section below.*

 **💡** ***Tip:** You only need to do this once per Slack workspace.*

### **What permissions does Avoma need in Slack?**

When you connect Slack to Avoma, Slack will ask you to approve a set of permissions. These permissions define two things:

- **What Avoma can view**
- **What Avoma can do**

Understanding these scopes helps you know exactly what data Avoma can access and how it’s used in your Slack workspace.

Here is the [full list of permissions](https://help.avoma.com/slack-permissions-avoma?hsLang=en) (or scopes) we request from Slack and why we use them. And below is a quick summary:

#### **What Avoma can view**

- Basic information about your Slack workspace (such as channel names and whether they’re public or private)
- List of public channels and any private channels where the Avoma app has been invited
- Messages posted by the Avoma app itself (Avoma **cannot** read your channel messages or DMs)
- User info for workspace members (names and emails) so your alerts and mentions end up in the right place

#### **What Avoma can do**

- Post messages in channels you select when creating alerts
- Send alerts, snippets, and insights into Slack channels or DMs (only for non-private meetings, unless you manually share snippets)
- Be invited to private channels so alert messages can be routed there

***Important:** Avoma cannot read Slack conversations or monitor private chats. It only has access to the channels where it has been added, and it only posts alerts or snippets that you’ve configured.*

### **Creating alerts in Slack**

**Who does this:** Any Avoma user.

Alerts help you track specific keywords, risks, or themes across conversations. Instead of sifting through hours of calls, Avoma will send you a Slack notification when it finds what you’re looking for.

Here’s how:

1.  In Avoma, go to **Your Account \> Meetings tab \> Alerts.**

**![Create-alert-in-Avoma-step-1](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Slack/Create-alert-in-Avoma-step-1.png?width=670&height=105&name=Create-alert-in-Avoma-step-1.png)**

2.  Click **Create Alert.**

**![Create a meeting alert in Avoma](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Slack/Create%20a%20meeting%20alert%20in%20Avoma.png?width=573&height=382&name=Create%20a%20meeting%20alert%20in%20Avoma.png)**

3.  Give your alert a clear name. (e.g., “Pricing objections” or “Competitor mentions”)

4.  Choose who can see the alerts, keep it private or share it org-wide. 

![Create-alert-name-and-vsibility](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Slack/Create-alert-name-and-vsibility.png?width=664&height=223&name=Create-alert-name-and-vsibility.png)

***Note:** Private alerts are only visible to you or members of the private Slack channel you choose.*

***Important:** To send alerts to a private Slack channel, you need to also tag the Avoma bot in the Slack channel and invite it when prompted. See section below, “**Sending alerts to private channels**”.*

5.  Add filters to define when the alert should trigger:

- Keywords or smart topics mentioned in the meeting (under **Meeting** filter)
- Team, deal stage, conversation purpose or whether it was said by a customer or teammate (found under **Quick filters, Meetings, and Actions**)
- Custom properties from your CRM (under **Deal, Contact, or Company** filters, Supported CRMs include HubSpot, Salesforce, Pipedrive, Zoho. Make sure your CRM is connected.)

![Avoma-alert-trigger-conditions](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Slack/Avoma-alert-trigger-conditions.png?width=470&height=363&name=Avoma-alert-trigger-conditions.png)

6\.  Toggle Slack on. Choose what content will be displayed in the Slack alert message.

![Configure-content-in-Slack-alert-message](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Slack/Configure-content-in-Slack-alert-message.png?width=670&height=188&name=Configure-content-in-Slack-alert-message.png)

- Include meeting notes, deal risk analysis, transcript mentions, key takeaways, any smart categories created, and more.

7.  Select content you want to display in the Slack message. Save preferences.

![Avoma-Slack-alert-message-content](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Slack/Avoma-Slack-alert-message-content.png?width=670&height=363&name=Avoma-Slack-alert-message-content.png)

***Requirement:*** *Some alert content is only available when the meeting host or a participant has certain [revenue add-ons.](https://www.avoma.com/pricing) Look for the info icon next to each content type to confirm availability.*

- Deal risk, forecast risk, churn risk, feature request, issues reported alerts are only available with the **Revenue Intelligence (RI)** add-on.
- Coaching recommendations are only available with the **Conversation Intelligence (CI)** add-on.

8.  Pick how often you want to be notified and select the Slack channel where alerts should go. 

![Avoma-Slack-alert-duration](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Slack/Avoma-Slack-alert-duration.png?width=670&height=306&name=Avoma-Slack-alert-duration.png)

***Note:** If you don’t see your private channel as an option, make sure to invite the Avoma bot to that Slack channel first. See the section “**Sending alerts to private channels**” for more details.*

9.  Create your alert.

Now every time Avoma finds a match, you’ll see it in Slack with your added content like the meeting details, transcript snippet, and takeaways.

### **Sending alerts to private channels**

By default, Avoma can post alerts to public channels. To send them to a private channel, just invite the Avoma bot in:

1.  In Slack, go to the private channel.

2\.  Tag **@Avoma**.

![Tag-Avoma-private-Slack-channel](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Slack/Tag-Avoma-private-Slack-channel.png?width=325&height=130&name=Tag-Avoma-private-Slack-channel.png)

3.  Slack will prompt you to invite the app—click **Add them**.

![Tag-Avoma-private-Slack-channel 2](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Slack/Tag-Avoma-private-Slack-channel%202.png?width=347&height=192&name=Tag-Avoma-private-Slack-channel%202.png)

4.  Wait 15 to 30 seconds, then refresh Avoma. The channel will now appear as an option when setting up alerts.

![Tag-Avoma-private-Slack-channel 3](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Slack/Tag-Avoma-private-Slack-channel%203.png?width=345&height=227&name=Tag-Avoma-private-Slack-channel%203.png)

### **Viewing a matched alert in Slack**

Whenever a meeting matches the triggers you set while creating the alert, you’ll receive a Slack notification in the channel you selected. The notification includes meeting details and highlights exactly where in the transcript the keyword or smart topic was discussed.

![transcript-match-keyword](https://help.avoma.com/hs-fs/hubfs/Help%20Articles/Slack/transcript-match-keyword.png?width=670&height=92&name=transcript-match-keyword.png)

When an alert triggers, the Slack message will include:

- Meeting subject, date, and duration
- Host and participants
- CRM details (Company, Contact, Deal if available)
- The transcript snippet where the keyword was found
- AI-generated key takeaways (if available)

***Note:*** *You can adjust the content included in each Slack alert message. See the* ***Creating alerts in Slack*** *section above for a step-by-step guide.*

This way, you can quickly decide whether it needs action—without leaving Slack.

### **Sharing snippets or meetings to Slack channels or in DMs**

Sometimes you just need to share *that one moment* from a call—like when a prospect asks a tricky question, where a rep could have handled things better, or a customer sharing an amazing product experience. 😍

#### To [share a snippet](https://help.avoma.com/how-to-create-a-snippet?hsLang=en):

1. Open the meeting in Avoma.
2. Highlight the part of the transcript you want to share.
3. Click **Share \> Slack**.
4. Choose the channel or teammate.

And sometimes you just need to share the entire call...

#### To share a meeting:

1. Open the meeting in Avoma.
2. Click **Share Meeting** on the top right corner.
3. Select **Slack**.
4. Choose the channel or teammate.
5. Add custom message to share with meeting link.

The snippet will appear in Slack with transcript context and playback so your team can jump right in.

#### **💡 Pro tips & best practices:**

- **Start small:** Don’t create dozens of alerts all at once. Focus on a few high-value triggers and monitor impact (e.g., timeline delays, product feedback or competitor mentions).
- **Align with your team:** Sales leaders might care more about forecast risks, while CS leaders might only want to track renewal risks. Share alerts org-wide only when they’re useful for multiple teams.
- **Avoid alert fatigue:** Adjust frequency so Slack doesn’t get noisy. Weekly summaries may work better for some teams like product or marketing, while sales and CS often need instant or daily alerts.

 

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