How to set up and use Slack with Avoma

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.
   
   
3. You’ll be redirected to Slack to review permissions.
   
   
4. Click Allow.

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

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.

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

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.

2.  Click Create Alert.

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. 

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.)

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

• 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.

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

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.

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

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

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.

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)

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:

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.