By Datasource
Slack Actions
The Slack agent action in Glean enables agents to send messages directly from within agent workflows as:
- Direct messages (DMs) to agent subscriber
- Posts to Slack channels
This integration allows critical updates, summaries, and workflow outputs to be delivered to Slack, meeting users where work is already happening. The Slack agent action is most commonly used in background (automated) agents, but can also be triggered interactively by end users if needed.
The Slack agent action enhances collaboration and productivity by:
- Automating the delivery of key information, insights, or workflow results directly into Slack without manual handoff.
- Keeping teams informed through scheduled or event-triggered Slack notifications, reducing the risk of missing crucial updates.
- Streamlining cross-tool workflows, such as posting meeting summaries, important alerts, or automated reports from Glean into team channels or as private reminders.
Usage Examples
- An agent generates a daily digest or meeting summary and posts it to a Slack channel, keeping the team aligned on recent activity.
- An onboarding agent sends personalized Slack DMs with daily tasks and resources to new employees.
- An alerting agent notifies the subscriber via Slack DM when a high-priority ticket is updated or when a workflow step completes.
- Customer support teams receive Slack summaries of recent conversations or support metrics, posted into dedicated support channels.
- An agent generates a summary of project updates from all enterprise sources and posts it to dedicated team channels on a periodic basis.
Configuration
To set up and use the Slack agent action in Glean:
Prerequisites
- The Slack action pack must be enabled by a Glean admin through the Actions management console.
- Adding the Action in Agent Builder:
- In Glean’s agent builder, creators can add the Slack action as a workflow step.
- Choose between “Send message as DM” (to the agent user) or “Send message to channel” (specified by the agent creator).
- Defining Message Content:
- The action takes output (such as a summary, alert, or report) from a previous workflow step and sends it as a Slack message.
- Message formatting, including links, code blocks, and markdown, is preserved in Slack.
Test the agent workflow to confirm messages are delivered correctly and display as intended in Slack.
- In background agents, messages send automatically on trigger.
- For channel messages, ensure that only appropriate (non-sensitive) content is posted, especially for background agents, to avoid inadvertently sharing restricted information.
- For channel messages to private channels, ensure that you add the Glean App to the private channel - https://docs.glean.com/administration/assistant/slackbot/about-slackbot.
- When run from a saved agent, the message will include an attribution to the agent that triggered the action.