Connect Grain with your Slack workspace to easily send Grain AI notes and clips to colleagues. Here we describe how to automatically send a summary note, or manually send notes or clips.
Set up your Slack integration
Grain integrates with Slack at the workspace and individual user level. Once you get the two connected, you can easily set up automations or more seamlessly send Grain AI notes or clips to channels or people in Slack.
Step 1: Connect your Grain workspace to your Slack workspace
Navigate to 'Integrations' under your workspace settings, and select 'Slack'.
Click the green 'Connect Slack' button, and follow the prompts to give Grain permission to integrate with your Slack workspace. If you're a member of more than one Slack workspace, be sure to select the right Slack workspace you want to integrate with, because you can only select one.
This step only needs to be completed once for your entire workspace.
Step 2: Connect your personal Grain instance to your Slack instance
Each user will have to connect their personal Grain to their personal Slack in order to send clips.
Navigate back to 'Integrations' under your workspace settings, and select 'Slack'.
Scroll to the very bottom where it says 'Send clips to Slack', and click the green 'Connect your Slack account' button. Here again, follow the prompts to give Grain permission to integrate with your Slack workspace.
Create a Slack automation to send summary notes
Creating a notification will automatically send the summary notes to a channel or specified person within your Slack workspace.
Navigate back to 'Integrations' under your workspace settings, and select 'Slack'.
Click '+ New notification'
Using '+ Filter', you can choose the type of meetings you want to send to Slack. Think of the filters as the logic that needs to match in order for the automation to trigger.
You can filter meetings by Owner, Trackers, Tags, Participants (aka people), Companies, and Meeting types. For instance, you can send the meetings with a specific customer to a Slack channel by using Participants or Companies filter.
You can also send the meetings with #general tag to #general channel in Slack or send to a specific person via direct message.
Once you have your specified filters, click 'Add notification'.
That’s it! Now you’re all set to receive AI- summary notes directly in Slack. You don’t have to manually write and share summary 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.
Share notes manually (without an automation)
Automations aren't required to send meeting summaries. If you'd rather review and edit your meeting summary or change your summary template before you send the it to Slack, you'll want to send it manually when you're ready.
When viewing your meeting recording page, simply click the paper airplane icon to 'Send summary'.
This will pull up a menu. Select 'Send to Slack'.
This will pull up a window where you can specific the channel or person(s) you'd like to send the notes to. You can send to multiple channels and people at once!
Share meeting recording clips to Slack
Rather than copying and pasting a link to a clip in order to share it with someone, use Grain's send to Slack function right from your meeting recording page.
Navigate to the clips tab on your meeting recording page. Hover over the clip you'd like to send.
Click on the three dot menu that appears on the right side of the clip, and select 'Send to Slack'.
This will pull up a window where you can specific the channel or person(s) you'd like to send the highlight to. You can send to multiple channels and people at once!
