Feature Overview

The Slack Message task allows you to send automated messages from GTM Engine workflows directly to Slack channels or individual users. This feature enables you to deliver important information, notifications, or workflow outputs to your team's communication hub without manual intervention.

Benefits to the User

• Streamlined Communication: Automatically share important CRM insights with your team where they already collaborate
• Reduced Administrative Burden: Eliminate manual copying and pasting of information between systems
• Enhanced Visibility: Keep team members informed of critical deal updates, customer interactions, and workflow completions
• Customizable Formatting: Choose between simple text messages or professionally formatted messages using Slack's Block Kit
• Process Automation: Integrate Slack notifications into your broader GTM Engine workflows for a seamless experience

Accessing the Feature

1. Log in to your GTM Engine account
2. Navigate to the Workflows Library section
3. Look for the Slack Message task in the available workflow tasks

Step-by-Step Usage Guide

Setting Up a Slack Message Task

1. Select the Recipient:
   • For a Slack channel: Enter the channel name preceded by a hashtag (e.g., #sales-team)
   • For an individual user: Enter their Slack user ID

Tip: To find a user's Slack ID, locate their profile in Slack, click on their name, and copy their channel ID from their user profile.

1. Create Your Message:
   • Map the message content from a previous workflow step or input it directly into the message field
   • Your message can include data variables from earlier workflow steps
2. Choose Message Format:
   • Plain Text (Default): Simple text messages without formatting
   • Block Kit: Enhanced formatting with interactive elements
     • To enable Block Kit, check the "Block Kit" option inside the Slack task
     • When using Block Kit, ensure the message field contains valid Slack Block Kit JSON
3. Save Your Configuration:
   • Click the "Save" button to finalize your Slack message task setup

Using Block Kit for Advanced Formatting

When the "Block Kit" option is checked:

1. The data mapped into the message field must be valid Slack Block Kit JSON
2. This JSON can be prepared in a previous workflow step
3. Block Kit allows for more professional, interactive, and visually appealing messages

Tips and Best Practices

• Test Your Messages: Before implementing in production workflows, test your Slack messages to ensure they appear as expected
• Consider Your Audience: Use plain text for simple notifications and Block Kit for more complex information that benefits from formatting
• Manage Notification Volume: Be strategic about which events trigger Slack messages to avoid overwhelming your channels
• Use Clear Channel Naming: When sending to channels, use descriptive channel names that align with your team's Slack organization
• Leverage Data Mapping: Pull in dynamic content from your CRM or previous workflow steps to make messages contextually relevant
• Documentation: For complex Block Kit implementations, maintain documentation of your JSON templates for future reference

By leveraging GTM Engine's Slack integration, you can ensure your team stays informed with timely, relevant information without the manual effort of translating CRM data into actionable insights. This automation helps reduce administrative burden on your sales team while improving communication and visibility across your organization.