Slack

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Quick Overview

• Instant knowledge access - Answer team questions using your internal documents
• Smart automation - Route messages, escalate tickets, and send notifications
• 24/7 availability - AI assistance that never sleeps
• Context awareness - Understand intent and provide relevant responses
• Seamless integration - Works with your existing Slack channels and workflows

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Available Triggers

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Slack Message Received

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Available Actions

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Send Channel Message

• Specific channels - Monitor selected channels only
• All channels - Listen to every channel in your workspace
• Direct messages - Respond to private messages
• Keyword filters - Trigger only on specific words or phrases
• User filters - React to messages from specific team members

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Step-by-Step Setup Guide

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Building Your First Slack Bot

1

Create a New Lindy

Start by creating a new agent specifically for Slack automation.

2

Add Slack Message Trigger

Click on “Select Trigger” and choose “Slack Message Received” from the list of available triggers. This will make your bot wake up whenever a message is posted in your Slack workspace.In the trigger configuration:

• Channel Selection: Choose specific channels to monitor (like #support or #general) or select “All” to monitor your entire workspace
• Direct Messages: Enable if you want the bot to respond to private messages
• Integration Setup: Authorize your Slack workspace by clicking “Connect” and following the OAuth flow

3

Set Up Filters (Optional)

Add trigger filters to control when your bot responds and avoid unnecessary activations:Filter by Keywords : Set the bot to only trigger when messages contain specific words

• Example: “Hey Lindy”, “help”, “support”, “question”

Filter by Users: Exclude or include specific team members

• Useful to prevent the bot from responding to other bots or specific users

Filter by Channels: Fine-tune which channels trigger the bot even if monitoring “All”

• Example: Exclude #random or #general but include #support

Advanced Filters: Use conditions like “message starts with” or “message contains question mark”

4

Add Conditions

Click the ”+” button and select “Condition” to create smart routing logic that determines when your bot should actually respond:Example Conditions:

• “the message contains a question about company policies or procedures”
• “the user is asking for help with our product or service”
• “the message is a support request that needs immediate attention”

Why Use Conditions: They ensure your bot only responds to relevant messages, improving accuracy and preventing spam. You can add multiple conditions to create different response paths.Best Practice: Start with broad conditions and refine them based on actual usage patterns.

5

Connect Knowledge Base

Add a “Search Knowledge Base” step to give your bot access to company information:Knowledge Base Setup:

• Upload your company documentation, FAQs, policies, and procedures
• Include website content, Notion pages, Google Docs, or PDF files
• Organize content by categories (HR, IT, Product, etc.)

Search Configuration:

• Set the search to look for relevant information based on the user’s question
• Configure how many results to return (typically 3-5 for best performance)
• Choose between semantic search (meaning-based) or keyword search

Content Tips: Keep your knowledge base updated and well-organized for best results.

6

Configure Response Action

Add a “Send Message” action to define how your bot responds:Message Configuration:

• Channel: Choose to respond in the same channel, send a DM, or post to a specific channel
• Thread Reply: Enable to keep conversations organized within message threads

Response Prompt: Write clear instructions for how the bot should respond:

Copy

Ask AI

"Answer the user's question using information from the knowledge base. 
Be helpful and concise. If you can't find the answer, suggest who 
they should contact or how to get help. Always maintain a friendly, 
professional tone that matches our company culture."

Advanced Options:

• Add fallback responses for when no knowledge base match is found
• Include escalation paths to human team members
• Set up follow-up actions like logging the interaction

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Common Use Cases

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Customer Support Bot

Condition: "the message is asking for help with our product or service"

Knowledge Base: Customer support documentation, FAQ, troubleshooting guides

Response Prompt: "Help the customer by providing a clear solution from our documentation. If the issue requires human assistance, let them know someone will follow up shortly."

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HR Assistant Bot

Trigger Filter: Message contains "PTO", "vacation", "benefits", "policy"

Condition: "the message is asking about HR policies, benefits, or company procedures"

Knowledge Base: Employee handbook, HR policies, benefits documentation

Response: "Provide accurate information from our HR documentation. Include relevant links or next steps when helpful."

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Sales Alert System

🚨 New Lead Alert!

Name: {{lead.name}}
Company: {{lead.company}}
Source: {{lead.source}}
Score: {{lead.score}}/10

Next Steps: {{suggested_actions}}
Assigned to: {{sales_rep}}

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Meeting Notes Distribution

📋 Meeting Summary: {{meeting_title}}
Date: {{date}}
Attendees: {{participants}}

Key Decisions:
• {{decision_1}}
• {{decision_2}}

Action Items:
• {{action_1}} - Due: {{date}} - Assigned: {{person}}
• {{action_2}} - Due: {{date}} - Assigned: {{person}}

Next Meeting: {{next_meeting_date}}

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Best Practices

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Bot Personality and Tone

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Performance Optimization

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Security and Privacy

• Limit bot access to appropriate channels only
• Use private channels for sensitive discussions
• Regularly audit bot permissions and access
• Implement data retention policies for bot interactions
• Train team members on proper bot usage

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Testing Your Slack Bot

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Testing Checklist

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Troubleshooting

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Next Steps