Slack Integration

Slack is the most popular messaging channel for IntuitivePM notifications. Configure Slack centrally in the Integration Hub, then assign the Slack channel to Virtual Colleagues or automation features that should use it.

How It Works

IntuitivePM supports two Slack delivery methods:

• Slack Bot: install the IntuitivePM Slack app, select Slack channels from IntuitivePM, and send richer channel messages.
• Slack Incoming Webhook: paste a Slack-generated webhook URL into an IntuitivePM notification channel.

When a Virtual Colleague runs a scan or an automation event fires, the system posts a formatted message to the Slack channel associated with the selected notification channel. Each Virtual Colleague can use its own Slack channel, or multiple colleagues can reuse the same one.

Prerequisites

• A Slack workspace where you have permission to install apps or manage incoming webhooks.
• An IntuitivePM account with admin or project manager permissions.
• At least one project created in your workspace.

Setting Up the Slack Connection

Step 1: Create a Slack App

1. Go to api.slack.com/apps and click Create New App.
2. Select From scratch.
3. Name the app “IntuitivePM” so your team can identify the source of messages.
4. Select the Slack workspace where you want messages delivered.
5. Click Create App.

Step 2: Enable Incoming Webhooks

1. In the left sidebar of your Slack app settings, click Incoming Webhooks.
2. Toggle Activate Incoming Webhooks to On.
3. Click Add New Webhook to Workspace.
4. Select the channel where you want IntuitivePM messages to appear (e.g., #project-updates).
5. Click Allow.
6. Slack generates a webhook URL that looks like:

   https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

7. Copy the URL to your clipboard.

Tip: Create separate webhooks for separate channels. You can have one for Virtual Colleague reports and another for real-time task notifications.

Step 3: Add the Webhook to the Integration Hub

1. In IntuitivePM, navigate to System → Integrations → Integration Hub.
2. Open Slack Incoming Webhook.
3. Create a notification channel.
4. Paste the webhook URL.
5. Click Test to verify the webhook works. A test message will appear in your Slack channel.
6. Assign the channel to the Virtual Colleague or automation that should use it.

The colleague will now post its reports and notifications to the configured Slack channel on every scheduled run.

What Messages Look Like

Slack messages from IntuitivePM are formatted as plain text with Slack markdown. The subject line is bold and the message body follows on the next line:

*Sprint Health Report — Engineering*
3 tasks are overdue in the current sprint. Task IPM-42 "Fix login redirect"
is 2 days past its due date and assigned to Jane. Consider reassigning or
extending the sprint deadline.

The colleague’s name and role are visible in the activity log inside IntuitivePM, but the Slack message itself focuses on the actionable content.

Message Types

Virtual Colleagues can send the following types of messages to Slack, depending on their role and configuration:

Troubleshooting

Next Steps

• Configure Teams notifications alongside Slack with the Microsoft Teams Integration guide.
• Set up company SMTP for email delivery in Email Setup.
• Learn how to create and configure Virtual Colleagues in the Creating Virtual Colleagues guide.