Slack Integration

Zephyr documentation

How Slack Integration Works

Zephyr can send messages directly to Slack channels as a workflow action. When a workflow triggers, the 'Send to Slack' action posts a message to a specified Slack channel. This is a native Slack API integration using OAuth 2.0.

Setting Up Slack

1) Create a Slack app at https://api.slack.com/apps.

2
Under OAuth & Permissions, add scopes: chat:write, channels:read, groups:read.
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Set the redirect URL to your Zephyr API URL + /connectors/slack/callback.
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Copy the Client ID and Client Secret.
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Add them as SSM parameters: /zephyr/prod/slack-client-id and /zephyr/prod/slack-client-secret.
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Deploy Zephyr.
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In Settings > Connected Services, click Connect on the Slack card.

Adding the Bot to a Channel

Before a workflow can post to a Slack channel, the Zephyr bot must be a member of that channel. If you see a 'not_in_channel' error, this step was missed. To fix it: open the target channel in Slack, type /invite @YourAppName (replace with your Slack app name), and press Enter. The bot will join and can now post messages. You only need to do this once per channel. For private channels, you must be a member yourself before you can invite the bot.

Creating Slack Workflows

Example: 'When I get an email from a VIP client, summarize it and send the summary to #sales-alerts on Slack'. The AI generates a workflow with ai.summarize followed by slack_message with the channel ID. You need the Slack channel ID (not the name) ? right-click the channel in Slack, select 'View channel details', and the ID is shown at the bottom (starts with C).