BillixDOCS
IntegrationsCommunication

Slack

Send messages and interact with your Slack workspace

1 min read
Documentation

Connect Slack to send messages, read channels, and stay connected with your team through Billix.

What You Can Do

With Slack connected:

  • Send messages to channels and users
  • Read channels and catch up on conversations
  • Get summaries of channel activity
  • Receive notifications from your agents

Connecting Slack

Go to Settings

Open Settings → Integrations.

Find Slack

Locate Slack in the list and click "Connect."

Select Workspace

Choose the Slack workspace you want to connect.

Authorize Billix

Review the permissions and click "Allow."

Verify Connection

Test in chat: "List my Slack channels"

Using Slack in Chat

Send Messages

"Send a message to #general saying 'Good morning team!'"

"Post in #engineering: 'The deployment is complete'"

"DM @sarah: 'Can we chat about the project?'"

Read Channels

"What's the latest in #announcements?"

"Show me the last 10 messages in #support"

"Summarize today's activity in #engineering"

Search Messages

"Find messages about the release in #engineering"

"What did @john say about the deadline?"

"Search for 'API documentation' in all channels"

Using Slack with Agents

Deploy Notification

Name: Deploy Notifier
Trigger: Webhook
Integrations: Slack

Instructions:
When called with deployment info:
1. Extract service name and version
2. Post to #deployments:
   "🚀 {service} v{version} deployed to production"
3. If version includes "hotfix", also post to #incidents

Daily Standup Reminder

Name: Standup Reminder
Trigger: Daily at 9:00 AM (weekdays)
Integrations: Slack

Instructions:
1. Post to #engineering:
   "🌅 Good morning! Time for standup.
    Please share:
    - What you did yesterday
    - What you're doing today
    - Any blockers"
2. Thread a reminder about the standup meeting link

Channel Digest

Name: Channel Digest
Trigger: Daily at 6:00 PM
Integrations: Slack, Gmail

Instructions:
1. Get messages from #important-updates from today
2. Summarize the key announcements
3. Send the summary to my email

Channel Access

Public Channels

Billix can access any public channel in your workspace.

Private Channels

To access private channels:

  1. Invite the Billix bot to the channel
  2. Or use a personal token with access

Direct Messages

Billix can send DMs on your behalf to other users.

Formatting Messages

Basic Formatting

"Post to #general with bold title and bullet points:
**Weekly Update**
• Completed the dashboard
• Fixed login bug
• Started API docs"

Emoji Support

"Post to #wins: 🎉 We hit 1000 users today! 🎉"

Mentions

"Post to #engineering mentioning @devteam:
'@devteam Please review the PR'"

Best Practices

Be Specific About Channels

Always include the channel name:

Good: "Post to #engineering: message here"
Bad: "Post a message about the deploy"

Format for Readability

"Post to #announcements with sections:
**Title: Weekly All-Hands**
**When:** Friday 3pm
**Agenda:**
- Q4 review
- Upcoming projects
- Q&A"

Use Appropriate Channels

Match content to channel purpose:

  • #general - Team-wide announcements
  • #engineering - Technical discussions
  • #random - Casual conversation

Privacy & Permissions

What Billix Can Do

  • Read public channels
  • Post messages as you
  • Send direct messages
  • Access channel list

What Billix Cannot Do

  • Access channels it's not invited to
  • Modify workspace settings
  • Add or remove users
  • Access private files

Common Questions

Troubleshooting

"Channel not found"

  • Check the channel name spelling
  • Ensure the channel exists
  • Check if it's a private channel (needs bot access)

"Permission denied"

  • Reconnect Slack in Settings
  • Ensure you approved all permissions
  • Ask workspace admin if apps are restricted

Messages Not Sending

  • Verify Slack connection status
  • Check if you're rate-limited
  • Try a different channel

Next Steps

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