- Direct messages (DMs) to agent subscriber
- Posts to Slack channels
- 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.
- 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.