Slack Work Objects
Work Objects are interactive Slack messages that represent CRM data — deals, next steps, people, and companies. They let your team view and act on Operate data without switching to the browser.How they work
When Operate posts an update to Slack, it arrives as a Work Object — a rich, interactive message with action buttons. Instead of just a notification, you get a mini view of the CRM record.Types of Work Objects
Deal cards
A snapshot of a deal including stage, value, owner, and recent activity. Actions:- View full deal in Operate
- Change stage
- Add a next step
Next Step cards
A pending action item with due date, owner, and linked deal. Actions:- Mark as complete
- Snooze to a later date
- Reassign to a teammate
Person cards
A contact summary with title, company, and recent interactions. Actions:- View full profile
- Create a next step
- Log a note
Where they appear
Work Objects appear in:- Deal channels — as part of automated updates
- Daily/weekly digests — as actionable items in your digest messages
- Direct messages — for personal reminders and assignments