Slack and DoubleO

Accessing DoubleO AI Agents inside Slack

Slack and DoubleO work seamlessly together to bring you advanced AI-powered workflow automation and a convenient, conversational interface. By connecting Slack with DoubleO, you can:

• Use Slack to chat with chatbots you've created inside DoubleO.
• Kick off automations in DoubleO right from Slack.
• Retrieve and share outputs from previous DoubleO workflow runs.
• Set up team-wide chatbots to access product knowledge, internal data, or workflow tasks from within Slack.

This guide will walk you step-by-step through connecting Slack to DoubleO and using Slack both inside and outside of DoubleO to drive your workflow automations.

What You Can Do with Slack and DoubleO

1. Chat-Enabled Workflows
   • Trigger DoubleO workflows via simple Slack messages.
   • Receive summarized outputs or decisions from DoubleO right inside Slack.
   • Ask questions about previously run workflows without leaving your Slack workspace.
2. Custom Knowledge Chatbots
   • Connect your teammates to a DoubleO chatbot.
   • Share organizational knowledge, product details, or quick data lookups via DoubleO’s AI.
3. Workflow Orchestration
   • Use Slack to orchestrate tasks like data gathering, scheduling, or document generation.
   • Send notifications back to Slack when a workflow run is complete or requires human input.

How to Connect Slack and DoubleO

Follow these steps to enable the Slack integration:

1. Access DoubleO Settings
   • Log in to DoubleO and click on “Settings.”
   • Navigate to the “Integrations” tab.
2. Initiate Slack Connection
   • Under available integrations, locate “Slack” and click “Connect.”
   • A pop-up will prompt you to sign in with your Slack credentials.
3. Authorize DoubleO
   • If you have multiple Slack workspaces, choose the one you want to integrate.
   • Authorize DoubleO to access Slack by following the on-screen instructions. You may need to be a Slack admin to grant the necessary permissions.
4. Verify Integration
   • After authorization, you’ll be redirected back to DoubleO.
   • You should see a confirmation message under “Slack” in the Integrations tab, indicating the connection is active.

How to Use DoubleO Inside Slack

1. Configure a Slack App (Optional but Recommended)
   • In your Slack workspace, go to “Settings & administration” → “Manage apps.”
   • Search for “DoubleO,” then install or add the DoubleO Slack app to your workspace.
   • Once installed, you can type “@DoubleO” in any channel or direct message to invoke the chatbot interface.
2. Chat with the DoubleO Chatbot
   • From a Slack channel or direct message, type “@DoubleO” to begin a conversation.
   • Ask the DoubleO chatbot questions such as, “@DoubleO, show me the latest sales data from our last workflow run.”
   • If you’ve created specialized chatbots or custom workflows in DoubleO, reference them directly by name or context.
   Example: “@DoubleO, run the ‘Lead Qualification’ workflow on [Lead: Acme Corp].”
3. Trigger Workflows
   • Mention “@DoubleO” followed by an instruction, for example, “@DoubleO, start the invoice generation workflow for client X.”
   • The chatbot will confirm the workflow run. You’ll receive a Slack notification when results are ready.
4. Retrieve Past Outputs
   • Use the “@DoubleO” mention to ask about previous runs or data.
   • Example: “@DoubleO, what was the summary of the last marketing campaign analysis?”

How to Use Slack Inside DoubleO

1. Assign the Slack Tool to an Agent
   • When creating or editing a workflow in DoubleO, open the Agents panel.
   • Select an agent that needs access to Slack capabilities.
   • From the list of tools, enable Slack (often labeled “Slack Tool” or similar).
2. Configure Slack Actions
   • Within the agent’s steps, specify which Slack action(s) to perform, such as:
   – Sending a Slack message to a user or channel.
   – Posting a summary of a workflow’s result to Slack.
   • Provide the necessary parameters, like the channel ID or user ID, and the message content.
3. Save and Test the Workflow
   • After configuring the Slack tool, save your workflow.
   • Run the workflow to confirm messages are successfully posted to the correct Slack channels.
   • Adjust or refine the messaging and channels as needed.
4. Combine Multiple Integrations
   • You can pair Slack with other DoubleO integrations (e.g., Google Docs, sheet data) so that your agent automatically updates Slack channels with newly generated documents, links, or charts.

By connecting Slack and DoubleO, your team gains a powerful AI-enabled environment for automating tasks, sharing knowledge, and orchestrating robust workflows—all from right inside Slack. Use DoubleO’s straightforward integration steps to set up Slack in minutes, then start harnessing the combined power of these platforms to boost collaboration, productivity, and data-driven decision-making.

We hope you found this article helpful. For further assistance or any troubleshooting questions, check our additional documentation or reach out to your DoubleO support contact. Happy automating!