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Moving from Slack to Trilo gives you team messaging plus tasks, docs, calendar, video calls, and AI coworkers—all in one workspace. Stop paying for Slack + Asana + Notion + Zoom + Calendly. This guide walks you through the switch.

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Why Teams Switch from Slack

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Migration Philosophy

Unlike document or task migrations, chat history migration is often not recommended. Here’s why:

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Start Fresh vs. Import History

Most teams find that a fresh start is actually better. Old Slack channels accumulate noise, outdated discussions, and context that’s no longer relevant. Trilo gives you a chance to start clean.

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Before You Start

1

Create your Trilo workspace

Sign up for Trilo and set up your Areas and Projects.
2

Map your channel structure

Identify which Slack channels become Trilo Projects (each project has its own chat channel).
3

Invite your team

Add team members to Trilo.
4

Choose your cutover date

Pick a date when the team will switch. Communicate it clearly.

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Exporting from Slack (Optional)

If you need to preserve chat history for reference:

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Standard Export (Admin)

1

Go to Slack Admin

Visit your workspace settings at [workspace].slack.com/admin.
2

Navigate to Settings

Click Settings & Permissions → Workspace Settings.
3

Import/Export Data

Click Import/Export Data in the sidebar.
4

Export

Click the Export tab and select Start Export.
5

Download

You’ll receive an email when the export is ready.

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What Gets Exported

Slack exports are JSON files. They’re useful for searching old content but not for importing into other tools. Store them as archives.

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Setting Up Trilo Chat

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Channel Structure

In Trilo, chat is organized around Projects:

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Creating Your Project Structure

1

Create Areas

Map Slack channel categories to Trilo Areas (e.g., “Marketing”, “Engineering”, “General”).
2

Create Projects

Each Slack channel typically becomes a Trilo Project. The project automatically gets a chat channel.
3

Add team members

Add relevant team members to each project.
Example mapping:

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Feature Comparison

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What’s Similar

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What’s Better in Trilo

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What You Gain by Switching

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Everything in One Place

Instead of:
  • Slack for chat
  • Asana for tasks
  • Notion for docs
  • Zoom for video
  • Calendly for scheduling
You get one workspace where chat, tasks, docs, video, and calendar all connect.

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AI Coworkers, Not Just Chatbots

Slack AI answers questions. Trilo AI coworkers:
  • Join team conversations and provide insights
  • Create tasks from discussions
  • Transcribe meetings automatically
  • Work on projects autonomously

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Simpler Pricing

Slack Pro + Asana + Notion + Zoom estimates

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Migration Checklist

  • Announce migration date to team
  • Export Slack data (optional, for reference)
  • Set up Trilo workspace structure
  • Create all Areas and Projects
  • Invite team members
  • Post final message in Slack announcing move
  • Set Slack to read-only or archive channels
  • Send welcome message in Trilo
  • Share quick-start tips with team
  • Be active in Trilo to encourage adoption
  • Answer questions and provide support
  • Set up first team tasks
  • Create initial documentation
  • Schedule a video call using Trilo
  • Gather feedback
  • Make adjustments based on usage
  • Consider archiving/canceling Slack

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Tips for Smooth Transition

Admins and team leads should be active in Trilo first. When people see important conversations happening in Trilo, they’ll follow.
Parallel tools cause confusion. Set a firm date to stop using Slack. Two weeks of overlap is usually enough.
Show your team features Slack didn’t have: built-in tasks, docs, video calls, AI coworkers. Make the switch feel like an upgrade.
Write a quick guide for your team covering: where to find things, how to create tasks from chat, how to start a video call.

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Common Questions

Direct import isn’t supported, and we don’t recommend it. Old chat history rarely provides value and clutters your new workspace. Export from Slack for reference if needed, then start fresh in Trilo.
Trilo has its own integrations including GitHub, Gmail, and more. The key difference: these integrations work with AI coworkers, so the AI can actually use them to do work.
You can connect Slack as a Trilo integration to send notifications to Slack channels. But for team communication, pick one tool to avoid confusion.
Focus on what they gain: no more tool switching, AI that actually helps, video calls without Zoom. The consolidation benefit usually wins people over.

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Next Steps

Set Up Team Chat

Learn Trilo’s messaging features.

Create Your First Task

See how tasks work alongside chat.

Start a Video Call

Try built-in video with AI transcription.

Meet AI Coworkers

See what AI can do in your workspace.