Connect Grain with your Slack workspace to automatically send AI notes to preferred Slack channels.
Once the Automation is setup, every time you have a meeting that matches predefined conditions, for instance, a meeting with specific customers, Grain will automatically share the AI summary and key takeaways with yiour team through Slack.
Set up the automation in 3 steps:
Step 1: Go to Automations > Slack
Step 2: Click on “Get Started” and Connect Grain with your Slack Workspace.
Step 3: Once you're connected, you can decide which meetings to share and where to share them.
Set up Filters to choose the type of meetings you want to send to Slack. You can filter meetings by Owner, People (aka participants), and Tags. For instance, you can send the meetings with a specific customer to a Slack channel by using People filter.
Search and select the preferred Slack channel to send AI-meeting summaries.
For instance, you can send the meetings with #user-interviews tag to #user-research channel in Slack. Once done, click “Add Automation”.
That’s it! Now you’re all set to receive AI-meeting summaries directly in Slack. You don’t have to manually write and share meeting notes or recaps anymore. Grain AI will take care of it for you.
Important Note: To use this Automation, it's crucial that your meetings are shared with the workspace. Meetings not shared with the workspace won't be eligible for this Automation. Please ensure your sharing settings are configured accordingly.
Want to add more Automation? Just click “+ New Automation” to set up a new filter and choose your preferred Slack channel to receive AI-meeting summaries.
Ways to Use Slack Automation
There are multiple ways to leverage Slack Automation. Here are three popular methods to get you started:
1. Send decisions and action items from your daily stand-ups:
Our product and engineering team holds regular daily stand-up meetings to discuss priorities, potential blockers, and dependencies. After the call, Grain automatically sends the AI summary, key points, and action items to the #daily-check-in channel, promoting accountability and transparency. This allows the team to continue the discussion asynchronously.
How to set it up:
Go to "Today" section in the sidebar and tag your recurring team meetings by clicking on "#add tag." For example, you can use the tag #daily-standup.
Sidenote: When you add a tag to a recurring meeting, all instances of the event will be automatically tagged.
Go to Automations > Slack > Click on "+ New Automation." In the next step, select the "Tag" filter and choose the #daily-standup tag from the dropdown list. Search and select your preferred Slack channel to receive the updates.
Decisions and action items from your daily stand-up meetings will be shared in Slack automatically.
2. Share important details from sales discovery calls:
Sales discovery calls often provide valuable insights that can benefit multiple teams, especially sales and customer success. With Slack Automation, we capture and share crucial information from our sales discovery calls in Slack, enabling the wider GTM team to understand various use cases and market expectations.
How to set it up:
Go to Automations > Slack > Click on "+ New Automation." In the next step, select the "Owner" filter and choose yourself or your sales team from the dropdown list. Search and select your preferred Slack channel to receive the call summaries.
Grain will send key information in Slack automatically after you or anyone in the sales team completes a call.
3. Share AI summaries of your research interviews with the product team:
Whenever we conduct research interviews with our customers, Grain automatically shares the AI summary with the product and engineering team in Slack. The insights from these research conversations are too valuable to remain confined to a slide deck.
How to set it up:
Go to Automations > Slack > Click on "+ New Automation." In the next step, select the "Owner" filter and choose yourself or your research team from the dropdown list. Search and select your preferred Slack channel to receive the call summaries. You can also tag your scheduled research sessions in advance and then use the Tag filter to send the summaries of your user research calls.