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Slack Integration

Documentation about how to enable and leverage the Slack Integration in your Hatz account.

Updated over 2 weeks ago

💡Beta Features must be enabled in the tenant in order to access the Salesforce Beta Integration. Please reference How to Enable Beta Integrations for assistance.

Leverage Slack Integration with Hatz AI: Features and Tools Guide

The integration of Slack and Hatz AI unlocks a wealth of opportunities for users looking to supercharge their communication and collaboration with the power of Hatz AI. Whether you're automating team updates, managing channel archives, or streamlining notifications, this fusion brings exceptional capabilities to your fingertips.

This guide will walk you through the features and tools provided by the Slack tool with Hatz AI's capabilities.


What is the Slack Tool?

The Slack tool is a feature-rich integration that allows users to connect and interact directly with the Slack channel-based messaging platform. It supports a comprehensive set of tools for managing messages, channels, users, reminders, and more. With Hatz AI now connected to this tool, you can work together more effectively, connect all your software tools and services, and find the information you need to do your best work—all within a secure, enterprise-grade environment.


How and What Can a User Access?

Each user on the Hatz platform is required to connect their individual Slack account through a secure integration setup, following Slack's authentication process.

This process ensures that the integration strictly complies with Slack’s security protocols while respecting the access permissions and rules assigned to each user’s account.

It’s important to note that the Hatz Slack integration will never exceed the access levels granted to the user within Slack, guaranteeing alignment with the platform’s governance policies. As a result, outcomes and available features may vary depending on each user’s specific permissions and authenticated access.


How to Connect the Slack Tool


Features of the Slack Integration Tool

1. Comprehensive Message Management

  • Send, Schedule, and Update Messages: Post messages to channels, direct messages, or private groups. You can also schedule messages for a future time or update existing ones.

  • Fetch and Search History: Retrieve a chronological list of messages from any conversation or use powerful search queries to find specific messages across your workspace.

  • Delete Messages: Remove messages from a chat, provided the authenticated user is the original poster.

2. Advanced Channel Management

  • Create and Archive Channels: Effortlessly create new public or private channels. Archive inactive channels to keep your workspace organized and clutter-free.

  • Find and List Channels: Search for channels by name, topic, or purpose, and list all conversations available to you.

3. User and Group Administration

  • Find and List Users: Find users in your workspace by email, name, or other criteria. You can also retrieve a complete, paginated list of all users.

  • Manage User Groups: Create, enable, or disable user groups (subteams) to manage team structures and mentions efficiently.

4. Reminders and Do Not Disturb

  • Create and Delete Reminders: Set reminders for yourself or others using natural language (e.g., "in 15 minutes") and delete them once they are no longer needed.

  • Manage Snooze Settings: Activate or modify the "Do Not Disturb" duration for your user to manage notifications.

5. Engagement and Reactions

  • Add and Remove Reactions: Add emoji reactions to messages, files, or comments to provide quick feedback. You can also remove them.

  • Star Items: Star important channels, files, or messages to easily access them later.

6. File and External Content Integration

  • Manage Remote Files: Add references to external files from services like Google Drive or Dropbox, making them searchable and shareable within Slack.

  • Handle File Comments: Delete comments from files as needed.


Why Use the Slack Integration with Hatz AI?

Connecting your Slack workspace to and leveraging Hatz AI allows you to:

  • Automate Routine Communication: Schedule daily stand-up reminders, team announcements, or report summaries.

  • Streamline Team Collaboration: Automatically create project-specific channels and send important notifications from other tools.

  • Improve Workspace Organization: Find and archive inactive channels to reduce clutter and improve navigation.

  • Enhance Productivity: Use AI to search for information across your entire message history quickly and efficiently.

  • Centralize Notifications: Manage reminders and "Do Not Disturb" settings programmatically to stay focused.

Real-Life Use Cases

Scenario 1: Automated Daily Briefings

A project manager can use the Schedule message tool to automatically post a daily briefing every morning at 9 AM in the #proj-updates channel, summarizing key priorities for the day fetched from another integrated tool.

Scenario 2: Intelligent Channel Archiving

An administrator can use Hatz AI to periodically run a workflow that uses the Find channels tool to identify channels with no activity in the last 90 days and then uses the Archive a public or private channel tool to archive them, keeping the workspace tidy.

Scenario 3: Instant Incident Response

When a critical server alert is triggered in a monitoring system, a webhook can call Hatz AI to use the Send message tool. This instantly posts a high-priority alert to the #engineering-oncall channel, ensuring the right team members are notified immediately.


Slack & Hatz AI: Use Case List

This list outlines practical applications of the Hatz AI and Slack integration. It is categorized by the core features available through the tool, providing examples of direct Chat Prompts for quick, ad-hoc tasks and Workflow Automations for more structured, repeatable processes.

1. Message Management

Use Case

Description

Chat Prompt Example

Workflow for Automation

Scheduled Team Announcements

Schedule important communications like meeting reminders, weekly updates, or daily stand-up prompts to be sent at a specific time.

Schedule a message to the #general channel for tomorrow at 8:45 AM: "Good morning team! Please post your daily stand-up updates in this thread."

Weekly Report Summary Workflow:
1. Prompts the user for a summary text or pulls data from another connected tool.
2. Asks for the target channel (e.g., #team-leads) and the scheduled time.
3. Hatz AI formats the summary into a clean, readable message.
4. Uses the Schedule message tool to post the formatted report summary every Friday at 4:00 PM.

Information Retrieval & Search

Quickly find specific information, decisions, or files mentioned in past conversations without manually scrolling through history.

Search for messages from @jane in the #proj-falcon channel that mention "budget approval" in the last month.

Project Decision Log Workflow:
1. Prompts the user for a project channel and keywords (e.g., "approved," "final decision").
2. Uses the Search History tool to find all relevant messages.
3. Hatz AI summarizes the findings, listing the key decisions, who made them, and when.
4. Presents the summary to the user for project documentation.

Urgent Message Correction

Quickly correct a typo or update information in a message that was just sent to a large group or important channel.

Update my last message in #announcements to say "The meeting is at 10:30 AM", not 10:00 AM.

Post-Announcement Review Workflow:
1. Sends an important message to a channel.
2. Waits for user confirmation or review (e.g., "Does this look correct?").
3. If the user provides a correction, the workflow uses the Update message tool to edit the original post.

2. Channel Management

Use Case

Description

Chat Prompt Example

Workflow for Automation

New Project Kick-off

Instantly create a dedicated channel for a new project, client, or initiative to keep conversations organized from the start.

Create a new private channel named #proj-gamma-launch and post a welcome message in it.

New Project Setup Workflow:
1. Prompts the user for the project name and key team members.
2. Creates a new private channel (e.g., #proj-gamma-launch).
3. Posts a standardized "kick-off" message in the new channel, outlining goals and tagging the members.
4. Uses the Star Item tool to star the new channel for the user who initiated the workflow.

Workspace Hygiene & Cleanup

Identify and archive inactive channels to reduce clutter and make it easier for team members to find relevant conversations.

List all public channels that haven't had a message in the last 90 days.

Quarterly Channel Cleanup Workflow:
1. Runs the List channels tool to get all channels.
2. For each channel, uses Fetch History to check the date of the last message.
3. Generates a list of all channels inactive for over 90 days.
4. Prompts the admin to confirm which channels to archive.
5. Uses the Archive a channel tool on the selected channels.

3. Team & User Coordination

Use Case

Description

Chat Prompt Example

Workflow for Automation

On-Call Team Management

Efficiently manage on-call rotations by updating user groups that are used for alerts and mentions.

Update the @eng-oncall user group to include @dave and remove @sara.

On-Call Handoff Workflow:
1. Prompts for the incoming and outgoing on-call engineers.
2. Uses the Manage User Groups tool to update the @eng-oncall group.
3. Uses the Send message tool to post a confirmation in the #engineering-oncall channel: "Handoff complete. @dave is now on call."

Personalized Reminders

Set reminders for yourself or team members about important tasks, deadlines, or follow-ups using natural language.

Remind @michael in 30 minutes to review the Q3 marketing draft.

Meeting Follow-up Workflow:
1. Prompts user for meeting notes.
2. Hatz AI analyzes the notes to identify action items and assignees.
3. For each action item, it uses the Create a reminder tool to set a reminder for the assigned person with the task description and due date.

Focus Time Management

Programmatically control your notification settings to minimize distractions during deep work sessions.

Snooze my notifications for the next 60 minutes.

"Deep Work" Session Workflow:
1. Prompts the user for the desired focus duration (e.g., 90 minutes).
2. Activates "Do Not Disturb" for the user via the Manage Snooze Settings tool.
3. Schedules a direct message to the user for when the session ends: "Your 90-minute focus session is over!"

4. Engagement & Information Prioritization

Use Case

Description

Chat Prompt Example

Workflow for Automation

Quick Feedback & Acknowledgment

Add emoji reactions to messages to quickly acknowledge them, show agreement, or signal that a task is complete.

Add a :white_check_mark: reaction to the latest message in my DMs from @susan.

Task Completion Signal Workflow:
1. A user completes a task requested in a Slack message.
2. The user tells Hatz AI: "Mark the task from @bob in #tasks as complete."
3. The workflow finds the specified message.
4. It uses the Add a reaction tool to add a ✅ emoji, visually confirming completion for everyone in the channel.

Bookmarking Important Items

Star critical messages, files, or channels to create a personal to-do list or a quick-access list of important items.

Star the last message from the legal team in the #proj-gamma-launch channel.

Daily Briefing & Prioritization Workflow:
1. Fetches a list of mentions and messages from key channels overnight.
2. Hatz AI summarizes the top 3 most important items.
3. The workflow presents the summary to the user and asks which items to prioritize.
4. For each selected item, it uses the Star Item tool to add it to the user's starred list for easy access throughout the day.

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