new
Enterprise
Signature
Automations & Integrations
Automations: Slack Actionable Notifications
Automations can now send Slack messages with actionable buttons that update a SmartSuite record when clicked. Solution Managers pick a target record, compose the message, and choose a Status, Single Select, Multiple Select, or Yes/No field on the record as the button source — Slack recipients get up to three buttons and clicking one sets that field to the corresponding value in SmartSuite. Approval flows for contract sign-off, expense review, PTO requests, or GRC control attestations run entirely inside Slack while the audit trail lands on the SmartSuite record.
Key Highlights
- New Automation Action: "Send an actionable notification" under Slack in the automation action picker. Available once the Slack integration is enabled at the workspace level.
- Up to Three Action Buttons: Buttons are sourced from a Status, Single Select, Multiple Select, or Yes/No field on the target record. Clicking a button sets that field to the corresponding value.
- Channel or DM: Send the actionable notification to a Slack Channel (the SmartSuite bot must be added to the channel first) or to an Individual Slack user (resolved from a Members list, a Trigger field like Assigned To or Contact Email, or a dynamic Formula result).
- Permission-Aware: The Slack user who clicks a button is matched to a SmartSuite Member by email, and their record permissions are checked before the update runs. Unauthorized clicks return a "not enough permissions" response in Slack.
- Full Audit Trail: Successful updates land on the record's activity history with the Slack user's name and the automation name attached. Failed attempts are captured as comments on the record on behalf of SmartSuite Automation.
- One Execution per Notification: Each notification can be actioned once — after any button click, the notification is spent regardless of the outcome.
How It Works
- A Workspace Administrator enables the Slack integration from Workspace Settings → Security → Access. The setup authorizes SmartSuite's connection to the Slack organization and adds SmartSuite to the specific Slack workspaces that should have access.
- Solution Managers open an automation and add the "Send an actionable notification" action. They pick the target record (from the Trigger, a Single Find, or a Repeating Action's Current Item), choose Channel or Individual as the message type, and address the message.
- Compose the message title and content — rich text formatting, inline record field values, and an Open Record link are supported.
- Pick the field on the target record to drive the buttons (Status, Single Select, Multiple Select, or Yes/No). Add up to three buttons, mapping each to a field value and setting a label.
- Save and enable the automation. When it fires, the recipient sees the message with the buttons in Slack. A click updates the record in SmartSuite, and the activity history records who did what.
Requires the Slack integration enabled at the workspace level. Available on Enterprise and Signature plans.