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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

Sales추천

Automated Lead Enrichment from Slack to CRM

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

핵심 지표

Lead Scoring AccuracyData Completeness ScorePipeline Velocity

사용 시점

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

통합

SlackSalesforceLinkedIn
Finance추천

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.

핵심 지표

Audit Trail CompletenessProcess Completion RateSLA Compliance

사용 시점

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

통합

GmailGoogle SheetsQuickBooksSlack
HR & Recruiting

Automated Employee Onboarding

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

핵심 지표

Task Completion RateSLA ComplianceProcess Completion Rate

사용 시점

Onboarding new employees
Need to ensure all tasks are completed

통합

BambooHRAsanaGmailSlack
+1
Sales

Smart Meeting Scheduler with CRM Sync

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

핵심 지표

Pipeline VelocityDeal Close LikelihoodForecasting Accuracy

사용 시점

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

통합

CalendlyZoomHubSpotSlack
Operations

Automated Project Status Reporting

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

핵심 지표

Workflow EfficiencyProcess Completion RatePipeline Health Score

사용 시점

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

통합

JiraAsanaGoogle SheetsSlack
Product

Customer Feedback to Product Roadmap

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

핵심 지표

Satisfaction IndexEngagement VelocityCustomer Retention Rate

사용 시점

Feedback is collected manually
Need to identify product improvements

통합

GmailSlackNotionJira
Operations

Send Asana task updates to Slack

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

핵심 지표

Task Completion RateCollaboration ScoreWorkflow Efficiency

사용 시점

Team needs instant task updates
Want to reduce context switching

통합

AsanaSlack
Customer Success추천

Customer Churn Risk Detection

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

핵심 지표

Customer Retention RateChurn Probability IndexCustomer Health Score

사용 시점

High customer churn rates
Need proactive customer retention strategies

통합

SalesforceHubSpotSlack
Customer Success추천

Automated Customer Health Score Monitoring

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

핵심 지표

Customer Health ScoreCustomer Retention RateEngagement Velocity

사용 시점

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

통합

SalesforceHubSpotSlack
Sales추천

Deal Risk Detection & Alerts

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

핵심 지표

Pipeline VelocityWin Rate ImprovementRisk Prediction Score

사용 시점

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

통합

SalesforceHubSpotSlack
Customer Success추천

Customer Sentiment Analysis from Support Tickets

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

핵심 지표

Satisfaction IndexSupport Response QualityCustomer Retention Rate

사용 시점

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

통합

ZendeskFreshdeskSlack
Sales추천

Churn Risk Early Warning

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

핵심 지표

Churn Probability IndexCustomer Lifetime ValueRenewal Probability

사용 시점

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

통합

HubSpotSlack
Sales추천

Competitive Intelligence Tracker

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

핵심 지표

Win Rate ImprovementDeal Size OptimizationMarket Expansion Rate

사용 시점

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

통합

GongSalesforceSlack
Sales추천

First Response Time (Lead Response Time) Optimizer

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

핵심 지표

Lead Response TimeLead Scoring AccuracyDeal Conversion Rate

사용 시점

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

통합

HubSpotSlack
Sales추천

Renewal Risk Monitor

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

핵심 지표

Renewal ProbabilityChurn Probability IndexCustomer Lifetime Value

사용 시점

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

통합

SalesforceZendeskSlack
Sales추천

Forecast Accuracy Improver

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

핵심 지표

Forecast AccuracyRevenue at RiskPipeline Health Score

사용 시점

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

통합

SalesforceClariSlack
Operations추천

Contract Compliance Monitor

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

핵심 지표

Contract Compliance RateObligation Completion TimeRegulatory Compliance Score

사용 시점

Managing 50+ active contracts
Compliance obligations are tracked in spreadsheets

통합

SalesforceGoogle SheetsSlack
Operations추천

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.

핵심 지표

Contract Execution TimeLegal Review Cycle TimeContract Throughput

사용 시점

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

통합

SalesforceSlackGoogle Drive
Operations추천

Clause Risk Analyzer

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

핵심 지표

Clause Risk ScorePlaybook Compliance RateNegotiation Success Rate

사용 시점

Reviewing vendor or customer contracts
Concerned about liability and IP exposure

통합

Google DriveSalesforceSlack
Operations추천

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.

핵심 지표

Compliance AdherenceAudit Trail CompletenessRegulatory Reporting Accuracy

사용 시점

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

통합

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.

핵심 지표

Litigation Risk ScoreDispute Resolution RateReserve Accuracy

사용 시점

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

통합

SalesforceSlackGoogle Drive
Operations

NDA Lifecycle Manager

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

핵심 지표

NDA Coverage RateNDA Expiration RateTime to Execute

사용 시점

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

통합

SalesforceDocuSignSlack

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FAQ

Slack integration FAQ

Common questions teams ask when connecting Slack to workflows.