Connecting Slack & Email Notification Preferences
Last updated: October 22, 2024
Overview
Our Slack integration lets you receive timely notifications on activity across your workspace. Today, we deliver the following notifications automatically:
A comment is left on a task you are an assignee of
You are mentioned in a comment on any task, even if you are not an assignee of the task
A task you are reviewing is prepared and it is ready for your review
A task you prepared was returned by the reviewer
A reconciliation you submitted was automatically reset due to a balance change
A daily digest summarizing your overall close progress and any overdue/open tasks for the day
In addition to Slack, these same notifications and daily digest are also available via email.
Connecting Slack
Visit Settings > Integrations
Choose the Notifications tab
Select "Add to Slack" and login to your Slack workspace
You will now see a new "Numeric" app in the Apps section of Slack; notifications will be delivered here!
Enabling Email Notifications
Visit Settings > Integrations
Choose the Notifications tab
Turn on Email Notifications and select notification preferences
Managing Notification Preferences
With Slack connected or email notifications enabled, you can choose whether you'd like to receive a daily digest or not from Settings > Integrations -> Notifications.