Psst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, December 9 at 2:00 PM ET

Register Free →
CLEATUS
Get CLEATUS

Connect Slack to CLEATUS

Send automated workflow notifications from CLEATUS straight to your Slack channels.

Connect your Slack workspace so that CLEATUS workflows post updates to your channels. When a workflow runs, a Slack Message action posts the result to the channel you pick. Your team sees a new match, a phase change, or an uploaded file without leaving Slack.

Who this is for

CLEATUS users who run Workflows and want the output to land in Slack.

What you'll need

  • A DATA + AI + Automations plan or higher. Workflows and the Slack integration are part of that plan.
  • A Slack workspace where you can authorize an app.
  • Permission in Slack to add the CLEATUS bot to the channels that you want it to post to.

Set up the connection

  1. Open Settings, then Integrations. Under Data & Automation, find the Slack card and click Set up.
  2. Click Connect to Slack and approve CLEATUS in your workspace. Slack sends you back to CLEATUS, and the status changes to Connected to your workspace name.
  3. In Slack, add the CLEATUS bot to each channel that you want it to post to. Open the channel, type /invite, and pick the CLEATUS bot. The bot posts only to channels that it is a member of.
  4. In the workflow editor, add a Slack Message action and configure it (see the next section).
  5. Run the workflow. The message posts to the channel that you chose.

Configure the Slack Message action

  • Channel: pick a channel from your workspace. Search the list by name. Private channels show a lock icon.
  • Message: write the text. Insert variables from earlier steps, such as the contract title, the agency, or the deadline. You can also insert a link to the contract page or the pursuit page in CLEATUS. Standard Markdown formatting (bold, lists, and links) shows correctly in Slack.
  • Batch items: turn this on to send one message that lists every item, instead of one message per item. Then pick a List style: Bullets, Numbered, or Separated.

How it works

The connection is per company. After you connect Slack, any workflow in that company can use a Slack Message action. The action posts as the CLEATUS bot.

CLEATUS asks Slack for permission to post messages, read your channel list, and read your workspace name. It does not read your messages.

To stop notifications, remove the action from the workflow, or remove the bot from the channel. To disconnect the workspace, open the Slack card in Settings > Integrations and click Disconnect Slack.

Troubleshooting

  • The Slack Message step fails. The bot is probably not in that channel. Open the channel, type /invite, add the CLEATUS bot, and run the workflow again. The run log shows the error from Slack.
  • A private channel is not in the list. Slack shows a private channel only after the bot joins it. Invite the bot first, then reopen the action.
  • The action shows "Slack not connected". Click Go to Integrations in the action, then connect Slack.
  • The step fails after a plan change. The Slack integration needs a DATA + AI + Automations plan or higher. A workflow on a lower plan cannot post to Slack.