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Integrations

Slack

Send channel messages or direct messages, create a public channel, and invite a user to a channel.

Automation buildersAdministratorsIntermediateAvailable

What this guide covers

  • A Slack workspace through OAuth with access to the intended channels and users.
  • 4 supported workflow actions.
  • Slack workspace administrators can limit app installation and channel access. Use the least-privileged workspace and channels for the workflow.
  • Channel IDs and user IDs are not display names.

What Slack connects

A Slack workspace through OAuth with access to the intended channels and users.

Send channel messages or direct messages, create a public channel, and invite a user to a channel.

Prerequisites and permissions

  1. Permission to install or authorize the Yanola Slack connection
  2. Exact channel ID or user ID required by the action
  3. Workspace policy that permits the requested operation

Connect and configure

  1. Open the intended Agent Project → Integrations.
  2. Find Slack and select Connect.
  3. Complete authorization with the correct external identity.
  4. Confirm the returned connection status is active.
  5. In the workflow builder, add App Action.
  6. Select Slack, choose one supported action, select the connection, and complete the fields Yanola displays.
  7. Save and test with controlled data before activation.

Supported actions

Slack workflow actions
Action IDWhat it does
send_channel_messageSend a message to a Slack channel by channel ID.
send_direct_messageOpen a DM and send a message to a Slack user.
create_channelCreate a public Slack channel.
invite_user_to_channelInvite one Slack user to a channel.

Example workflow

Post a high-priority message to a support channel when a Human Handoff is created.

Slack pattern
text
Workflow Trigger → Validate inputs → App Action (Slack) → Condition → Notify or End Flow

Reconnection and token expiration

  1. Open Integrations when a workflow reports a missing, expired, revoked, or error connection.
  2. Select Reconnect for Slack.
  3. Authorize the intended identity again.
  4. Validate access to the exact resource used by the workflow.
  5. Retest every dependent App Action.

Troubleshooting

Slack troubleshooting
SymptomWhat to check
Connection is expired, revoked, or errorReconnect from Integrations and complete provider consent.
Action cannot find a resourceGrant the connected identity access and use the exact provider ID.
Action input is rejectedMatch the action-specific fields and data types shown in the node.
Test and live behavior differCheck provider environment, current permissions, external rate limits, and live data.

Limitations and security

Channel IDs and user IDs are not display names.

The catalog creates public channels only; it is not a general Slack administration interface.