Ever thought about how great it would be if your employees were always up to date and you could easily forward messages from monday.com to Slack?

Then we have the solution for you: with the integration of monday.com in Slack you can Instantly convert updates into Slack messages so that all team members receive the latest information and can work synchronously from both platforms. In addition, this integration allows you to create new items and update existing tasks directly in Slack, greatly improving efficiency and collaboration.

We show you how this works in this blog post.

Step-by-step instructions

Step 1

To add an integration, go to the board for which you want to create an integration, click on the “Integrate” button and then select “Slack” as shown below.

Step 2

As soon as you click on the Slack integration banner, you will see the various recipes that the integration offers. Simply select the integration you want to use to continue.

Step 3

Once you have selected one of the recipes, you will be asked to connect your monday.com account to your Slack account. Follow the instructions on your screen to authorize the connection between your monday.com account and Slack.

Configure your automations

Once you have selected a recipe and authorized monday.com to integrate with Slack, you will be taken to the integration window. Here you can configure the selected recipe, customize the message to be sent and select to whom it should be sent.

With the Slack integration, you can notify specific people, all people or people within a specific channel.

“Mention” certain people in a Slack message

You can mention someone in Slack via the integration by using that person’s Slack user ID. To do this, go to your Slack account, search for the user’s profile, click on the three-dot menu and select “Copy member ID”.

When you are finished, go back to your integration recipe and use the following syntax: <@memberID>. For example, we would like to notify Danielle as soon as a script is completed.

As soon as the status changes to “Done”, Danielle receives a message in Slack.

Mention all active team members in a channel

If you only want to notify those who are currently online in a channel in Slack, you can use “@here”. To include “@here” in your message when using the Slack integration, simply write < !here > in the notification text within your integration, as shown below.

Mention a specific channel

If you want to mention an entire channel, i.e. all team members in a channel, regardless of whether they are online or offline, use <channel> in the notification text of your integration.

Create elements and updates directly from Slack

With the Slack linking function, you can create new elements such as tasks or projects directly from Slack conversations. Slack users with your monday.com credentials can store important items on monday.com so that nothing gets lost.

Note that your Slack workspace can only be connected to a monday.com account if you use Slack shortcuts.

To create a new element, click on the link icon and select “Create new element”.

Then customize the element and add an update if required, which will be displayed in the “Updates” section on monday.com.

Create updates directly from Slack

With the new linking feature, you can add updates to existing items (tasks or projects) directly from Slack to ensure nothing is overlooked. Click on the link icon to monday.com as described above and select “Create an article update this time”. Enter the update, select the board, group and item in your monday.com account and click “Send”!

Send direct messages in Slack

With our Slack integration, you can send direct messages in Slack without leaving your monday.com account! Select the person you want to send the message to and customize your message!

Receive monday.com notifications in Slack

With the new beta Slack integration, you can check your important monday.com notifications directly in Slack. These notifications appear like all other direct messages in Slack. Depending on your settings, you will normally see the notification pop up in the right-hand corner of your desktop and hear the notification sound.

To display the notification, scroll to the monday.com conversation under “Apps” on the left-hand side. You can see the notification here and even “Like” it directly in Slack!

How do I set it up?

This function is activated for your entire account, which means that only one person needs to activate or deactivate it.

When you set it up for the first time

click on your profile picture, then on “My profile” and open the “Notifications” tab. Expand the “Slack notifications” section and click on “Activate Slack notifications” to start the integration. Accept the permissions and click on “Allow” and then on “Authorize”.

If it has already been set up by someone else

While initially only one person from your monday.com account needs to set up the integration, each individual team member needs to complete one final step. If you try to “Like” your first notification in Slack, you will receive an error message. Simply click on “Authorize” to complete the setup!

How can I mute notifications?

If you don’t want to receive your monday.com notifications in Slack, you can mute them! Go to Slack and scroll down to the bottom of the left pane where your apps are listed. Right-click on the monday.com app and then click on “Mute conversation” as follows:

If you want to reactivate your notifications, follow the same steps and this time click on “Unmute conversation”.

Note: If your data is stored in the EU, Slack notifications are not available. Contact your administrator to find out where your data is hosted. This restriction only applies to the integration of Slack in Monday. Monday’s integration with Slack is available to all users, regardless of where the data is stored.

Conclusion

The integration of monday.com with Slack gives you the opportunity to keep your team up to date and collaborate more efficiently. With this integration, you can turn updates into Slack messages, create new items and update tasks directly from Slack. This simplifies communication and ensures seamless synchronization between the two platforms.

As an official monday.com partner, we are available to answer your questions. Feel free to contact us to find out more about the integration and other useful features!

Source: monday.com