The Slack action, Send Message, posts a message to a Slack channel or person when an automation runs. The text can be typed, taken from the record, or both.
You connect Slack once. A Slack administrator may need to approve the SmartSuite app, and the app must be added to a private channel before it can post there.
Example: a Risk Register table in an Enterprise Risk Management solution. When a risk's rating rises above 20, the automation posts to the risk committee channel. The message names the risk, its rating and its owner, and mentions @here.
Plan Availability | All plan types. |
Permissions | Administrators, in any solution, and Solution Managers, in the solutions they manage, create and edit automations. |
Platform | Web |
Related Reading |
Before you start
A Slack account in the Slack workspace you want to post to.
The first time SmartSuite connects to a Slack workspace, a Slack administrator may have to approve the app. Tell them to expect the request.
How do I add the action?
Open the Solution Menu, the arrow beside the solution name, and select Automations.
Select Add Automation and pick a trigger, such as When a record matches a condition.
Under Then do this, select Add Action. Under Integrations, point to Slack and select Send Message.
If you are not signed in to Slack, sign in, accept the request and return to SmartSuite.
Channel/User
Pick the channel or person in Channel/User. Or use Dynamic Mapping to take it from a record field at run time, such as a Text field with a channel or user name.
If the SmartSuite app is not in a public channel yet, Slack asks you to add it on the first post.
Post to a private channel
In Slack, open the private channel. You must be a member.
In the channel header, select Integrations, then Add an app. Search for SmartSuite and select Add. Or type /invite @SmartSuite in the channel.
If Slack asks for approval, a Slack administrator approves the app.
Back in SmartSuite, pick the private channel in the action.
The message
The message: typed text, record fields inserted with +, or both.
More Options: Bot Name, Bot Icon and Unfurl Links, which expands links in Slack.
To mention people or groups, type Slack's mention code in the message:
Mention. | Type this. |
@channel. |
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@here. |
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@everyone. |
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One person. |
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Find a person's ID in their Slack profile: select the three-dot menu, then Copy member ID.
Save the automation, and select Yes, Switch It On when asked.
Tip: Each Slack message counts as one action toward the monthly automation allowance.
How does a Slack administrator check the app's channels?
In Slack, open Manage, then App Management.
Open SmartSuite, then App Details and Configuration.
Under Bot User, select Edit/View to see the channels the app is in.
Frequently asked questions
Why does Slack say the app needs approval?
Why does Slack say the app needs approval?
Your Slack workspace requires an administrator to approve new apps. The request goes to them when you connect. The action cannot post until it is approved.
Why can the action not post to my private channel?
Why can the action not post to my private channel?
The SmartSuite app must be in the channel. Add it from the channel header, or type /invite @SmartSuite, then pick the channel again.
Can each record's message go to a different person?
Can each record's message go to a different person?
Yes. Use Dynamic Mapping in Channel/User and pick the field that holds the recipient's Slack user name.
Can the message have buttons that update the record?
Can the message have buttons that update the record?
Not with Send Message. Use Send an actionable notification instead, on Enterprise and Signature. See Actionable Notification: Slack.
Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.
Last verified 1 Nov 2026.