This guide is for using Slack alongside Trilo. If you’re replacing Slack entirely, see the migration guide.
What AI Can Do with Slack
Once connected, AI coworkers can:When to Use This Integration
Good Use Cases
- Notification bridge: Get Trilo alerts in Slack
- Status updates: Post project updates to Slack automatically
- Gradual migration: Use both tools during transition period
- External stakeholders: Stakeholders in Slack, team in Trilo
Consider Alternatives
If your whole team uses Slack, consider:- Full migration: Move to Trilo completely (migration guide)
- All-in-Trilo: Use Trilo’s built-in chat instead
Prerequisites
- Slack workspace admin access (or permission to add apps)
- Trilo workspace admin (or integration permissions)
Connecting Slack
1
Open Workspace Settings
Click Settings in the Trilo sidebar.
2
Go to Integrations
Select the Integrations section.
3
Find Slack
In workspace integrations, find Slack and click Connect.
4
Authorize in Slack
You’ll be redirected to Slack. Sign in if needed.
5
Select Workspace
Choose which Slack workspace to connect.
6
Grant Permissions
Review permissions and click Allow.
7
Select Channels
Choose which Slack channels Trilo can access.
Configuring Slack Access
Project-Level Configuration
1
Open a Project
Navigate to the project that needs Slack access.
2
Go to Project Settings
Click the settings icon.
3
Add Slack Integration
In the Integrations tab, add the Slack integration.
4
Map Channels
Select which Slack channels this project can post to.
Channel Mapping Example
Using Slack with AI Coworkers
In Project Chat
Automated Notifications
Set up workflows to automatically post:- Task completions to relevant Slack channels
- Meeting summaries after video calls
- Weekly project updates
Permissions Explained
Best Practices
Don't duplicate conversations
Don't duplicate conversations
Pick one platform for real-time discussion. Use Slack for quick updates/notifications, but don’t have the same conversation in both places.
Use for one-way updates
Use for one-way updates
The best use of this integration is Trilo → Slack updates, not two-way conversation. Project updates, completion notifications, status reports.
Have a migration plan
Have a migration plan
If you’re using both Slack and Trilo long-term, define clear boundaries. Otherwise, plan to consolidate into one platform.
Troubleshooting
Can't post to a channel
Can't post to a channel
Check that:
- The Slack channel is included in the integration setup
- The channel is assigned to the project you’re working in
- The Trilo app is added to the Slack channel
Integration disconnected
Integration disconnected
The OAuth token may have expired. Click Reconnect in Trilo’s integration settings.
Messages not appearing in Slack
Messages not appearing in Slack
Verify:
- The Trilo app isn’t muted in Slack
- The channel allows app posts
- Check Slack’s app settings for Trilo
Disconnecting Slack
1
Go to Settings
Click Settings → Integrations.
2
Find Slack
Locate the Slack integration.
3
Click Disconnect
Confirm the disconnection.
Next Steps
Migrate from Slack
Replace Slack entirely with Trilo.
Trilo Chat
Use Trilo’s built-in team chat.
All Integrations
See other available integrations.
