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Automation Intelligence

Slack + AI Automation

Connect Slack to 500+ tools and automate workflows without code. Reduce manual work and keep data synchronized everywhere.

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-42%
Alert Noise
Reduce low-signal notifications across channels
+33%
Faster Escalations
Route critical events to the right owner
95%
Routing Accuracy
Send updates to the correct channels and threads
+28%
Issue Resolution
Reduce handoffs with automated workflows
Find Your Challenge

Does this sound familiar?

Pick the challenge you face most often and see how AI solves it.

Your Challenge

Manual work slows everything down

Automate handoffs, routing, and updates around Slack without writing code

What You Get

Less busywork and faster execution

Your Challenge

Data lives in silos

Sync Slack with the rest of your stack so every system stays consistent

What You Get

One source of truth across tools

Your Challenge

Teams miss critical events

Real-time alerts surface exceptions and opportunities automatically

What You Get

Act earlier with fewer surprises

Your Challenge

Reporting takes too long

Dashboards and summaries are generated automatically from live data

What You Get

Faster insights for better decisions

Pre-built Slack workflows

Deploy AI-powered automation in minutes

Sales注目

Automated Lead Enrichment from Slack to CRM

Automatically enrich and sync leads mentioned in Slack channels directly to your CRM with full context.

主要メトリクス

Lead Scoring AccuracyData Completeness ScorePipeline Velocity

利用シーン

Sales team discusses leads in Slack channels
Need to capture context from conversations

連携

SlackSalesforceLinkedIn
Finance注目

Automate Expense Approval Process and Eliminate Month-End Chaos

Finance teams lose hours chasing receipts, routing approvals, and manually syncing expenses. This workflow automates the entire expense approval process—from receipt submission to accounting sync—so your team can close books faster with complete audit trails and real-time spending visibility.

主要メトリクス

Audit Trail CompletenessProcess Completion RateSLA Compliance

利用シーン

Expense approvals regularly take more than 3 business days
Finance team of 2-5 people managing 50+ expense reports per month

連携

GmailGoogle SheetsQuickBooksSlack
HR & Recruiting

Automated Employee Onboarding

Streamline new hire onboarding with automated task creation, welcome emails, and access provisioning.

主要メトリクス

Task Completion RateSLA ComplianceProcess Completion Rate

利用シーン

Onboarding new employees
Need to ensure all tasks are completed

連携

BambooHRAsanaGmailSlack
+1
Sales

Smart Meeting Scheduler with CRM Sync

Automatically schedule meetings, send calendar invites, and log activity to CRM with meeting notes.

主要メトリクス

Pipeline VelocityDeal Close LikelihoodForecasting Accuracy

利用シーン

Scheduling sales calls and demos
Need to log meeting activity in CRM

連携

CalendlyZoomHubSpotSlack
Operations

Automated Project Status Reporting

Generate weekly project status reports automatically by aggregating data from project management tools.

主要メトリクス

Workflow EfficiencyProcess Completion RatePipeline Health Score

利用シーン

Need to report on project progress regularly
Spend too much time compiling reports

連携

JiraAsanaGoogle SheetsSlack
Product

Customer Feedback to Product Roadmap

Automatically collect, categorize, and prioritize customer feedback into actionable product insights.

主要メトリクス

Satisfaction IndexEngagement VelocityCustomer Retention Rate

利用シーン

Feedback is collected manually
Need to identify product improvements

連携

GmailSlackNotionJira
Operations

Send Asana task updates to Slack

Automatically notify your team in Slack when tasks are created or updated in Asana

主要メトリクス

Task Completion RateCollaboration ScoreWorkflow Efficiency

利用シーン

Team needs instant task updates
Want to reduce context switching

連携

AsanaSlack
Customer Success注目

Customer Churn Risk Detection

Predict which customers are at risk of churning before it happens using behavioral signals.

主要メトリクス

Customer Retention RateChurn Probability IndexCustomer Health Score

利用シーン

High customer churn rates
Need proactive customer retention strategies

連携

SalesforceHubSpotSlack
Customer Success注目

Automated Customer Health Score Monitoring

Continuously monitor customer health scores and automatically alert teams when intervention is needed.

主要メトリクス

Customer Health ScoreCustomer Retention RateEngagement Velocity

利用シーン

Need to proactively manage customer relationships
Want to identify customers needing attention

連携

SalesforceHubSpotSlack
Sales注目

Deal Risk Detection & Alerts

Get real-time alerts when deals show signs of risk so you can intervene before it's too late.

主要メトリクス

Pipeline VelocityWin Rate ImprovementRisk Prediction Score

利用シーン

Deals frequently stall or get lost
Need to identify potential risks early

連携

SalesforceHubSpotSlack
Customer Success注目

Customer Sentiment Analysis from Support Tickets

Analyze support tickets in real-time to detect sentiment shifts and alert teams to dissatisfied customers.

主要メトリクス

Satisfaction IndexSupport Response QualityCustomer Retention Rate

利用シーン

Need to understand customer satisfaction
Want to identify and address customer issues proactively

連携

ZendeskFreshdeskSlack
Sales注目

Churn Risk Early Warning

Detect at-risk customers using engagement signals, usage patterns, and sentiment analysis. Get alerts before churn happens.

主要メトリクス

Churn Probability IndexCustomer Lifetime ValueRenewal Probability

利用シーン

Churn surprises you at renewal time
No systematic way to identify at-risk accounts

連携

HubSpotSlack
Sales注目

Competitive Intelligence Tracker

Automatically capture competitor mentions from calls, track win/loss patterns, and alert teams when competitors enter deals.

主要メトリクス

Win Rate ImprovementDeal Size OptimizationMarket Expansion Rate

利用シーン

Losing deals to competitors without understanding why
Competitive intelligence is scattered and anecdotal

連携

GongSalesforceSlack
Sales注目

First Response Time (Lead Response Time) Optimizer

Define, calculate, benchmark, and improve time-to-first-response with tiered SLAs, diagnostics, and automated routing.

主要メトリクス

Lead Response TimeLead Scoring AccuracyDeal Conversion Rate

利用シーン

P90 spikes after-hours
Hot leads wait longer than cold leads

連携

HubSpotSlack
Sales注目

Renewal Risk Monitor

Predict renewal outcomes 90 days out, identify at-risk accounts with specific risk factors, and automate save interventions.

主要メトリクス

Renewal ProbabilityChurn Probability IndexCustomer Lifetime Value

利用シーン

Renewals surprise you at the last minute
Gross retention is below 90%

連携

SalesforceZendeskSlack
Sales注目

Forecast Accuracy Improver

Track forecast accuracy by rep and category, identify systematic biases, and provide data-driven forecast adjustments.

主要メトリクス

Forecast AccuracyRevenue at RiskPipeline Health Score

利用シーン

Forecasts miss by more than 10%
Some reps are always optimistic, others pessimistic

連携

SalesforceClariSlack
Operations注目

Contract Compliance Monitor

Track contract obligations, deadlines, and compliance status across your entire contract portfolio. Never miss a deadline or obligation again.

主要メトリクス

Contract Compliance RateObligation Completion TimeRegulatory Compliance Score

利用シーン

Managing 50+ active contracts
Compliance obligations are tracked in spreadsheets

連携

SalesforceGoogle SheetsSlack
Operations注目

Reduce Contract Review Time by 65% with Automated Legal Workflow

Contract review backlogs stall deals and strain legal teams. Business units wait days for approvals while in-house counsel drowns in a queue with no visibility into what's urgent. This workflow automates contract intake, reviewer assignment, and approval tracking—so legal becomes an accelerator, not a bottleneck.

主要メトリクス

Contract Execution TimeLegal Review Cycle TimeContract Throughput

利用シーン

Legal reviews take more than 7 days on average
Sales complains about legal being a bottleneck

連携

SalesforceSlackGoogle Drive
Operations注目

Clause Risk Analyzer

Automatically identify risky clauses, non-standard terms, and compliance gaps in incoming contracts. Protect your company from unfavorable terms.

主要メトリクス

Clause Risk ScorePlaybook Compliance RateNegotiation Success Rate

利用シーン

Reviewing vendor or customer contracts
Concerned about liability and IP exposure

連携

Google DriveSalesforceSlack
Operations注目

Regulatory Compliance Tracker Template

Track GDPR, HIPAA, and SOC 2 controls in one place. Map owners, collect evidence, spot gaps fast, and stay audit-ready with this automated compliance workflow template.

主要メトリクス

Compliance AdherenceAudit Trail CompletenessRegulatory Reporting Accuracy

利用シーン

Subject to GDPR, HIPAA, SOC 2, or other regulations
Audit preparation takes weeks of scrambling

連携

SalesforceGoogle SheetsSlack
Operations

Litigation Risk Monitor

Identify potential litigation risks early, track active disputes, and manage litigation reserves. Protect your company from costly legal exposure.

主要メトリクス

Litigation Risk ScoreDispute Resolution RateReserve Accuracy

利用シーン

Managing multiple customer or vendor disputes
Want early warning of litigation risk

連携

SalesforceSlackGoogle Drive
Operations

NDA Lifecycle Manager

Track NDA status, expiration, and coverage across all relationships. Ensure confidential information is always protected.

主要メトリクス

NDA Coverage RateNDA Expiration RateTime to Execute

利用シーン

Managing 100+ NDAs across the organization
NDAs have expired without renewal

連携

SalesforceDocuSignSlack

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FAQ

Slack integration FAQ

Common questions teams ask when connecting Slack to workflows.