Quick Overview

Transform your Slack workspace into an AI-powered productivity hub with Lindy’s Slack integration. Build intelligent bots that can answer questions, route tickets, send alerts, and automate team communications—all without writing a single line of code. Key benefits of Slack + Lindy:
  • 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

Available Triggers

Slack Message Received

Monitor specific channels or direct messages for new activity:
Slack message received trigger configuration showing channel selection and filters
Use filters to prevent your bot from responding to every message. Try starting with keywords like “Hey Lindy” or “@bot” to create intentional interactions.

Available Actions

Send Channel Message

Send message action configuration with channel selection and message composition
Send messages to channels or direct messages with smart AI-generated content. Configuration options:
  • 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

Step-by-Step Setup Guide

Building Your First Slack Bot

1

Create a New Lindy

Start by creating a new agent specifically for Slack automation.
Creating a new Lindy agent for Slack integration
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:
"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

Common Use Cases

Customer Support Bot

HR Assistant Bot

Sales Alert System

Meeting Notes Distribution

Best Practices

Bot Personality and Tone

Performance Optimization

Security and Privacy

Be mindful of sensitive information in Slack channels. Configure appropriate access controls and avoid exposing confidential data through bot responses.
Security Guidelines:
  • 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

Testing Your Slack Bot

Testing Checklist

1

Basic Functionality

  • Test trigger activation with sample messages
  • Verify response accuracy and tone
  • Check knowledge base search results
  • Confirm proper channel targeting
2

Edge Cases

  • Test with typos and informal language
  • Try questions outside the knowledge base
  • Test concurrent requests from multiple users
  • Verify error handling and fallback responses
3

Integration Testing

  • Test external system connections
  • Verify data synchronization
  • Check notification delivery
  • Validate escalation workflows

Troubleshooting

Next Steps

Ready to supercharge your Slack workspace? Here are some ways to expand your automation: