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Slack Integration Overview

Operate’s Slack integration brings deal updates, next step reminders, and collaboration tools directly into Slack — where your team already works.

What you can do

  • Get deal updates in dedicated Slack channels
  • Receive daily and weekly digests of your next steps
  • Create and complete next steps from Slack
  • Link Slack channels to deals for contextual conversation

Getting started

  1. Go to Settings > Integrations > Slack
  2. Click Connect Slack
  3. Authorize the Operate app in your workspace
  4. Configure your notification preferences

Key concepts