Connect Grain with your Slack workspace to easily send Grain AI notes and highlights to colleagues. Here we describe how to automatically send notes, or manually send notes or highlights.
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 highlights 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 highlights.
Navigate back to 'Integrations' under your workspace settings, and select 'Slack'.
Scroll to the very bottom where it says 'Send highlights to Slack', and click the green 'Connect to Slack' button. Here again, follow the prompts to give Grain permission to integrate with your Slack workspace.
Create a Slack automation to send meeting notes
Creating an automation will automatically send meeting notes to a channel or specified person within your Slack workspace.
Navigate back to 'Integrations' under your workspace settings, and select 'Slack'.
Click '+ New Automation'
Using the filters, 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, Participants (aka people), Tags, and Companies. For instance, you can send the meetings with a specific customer to a Slack channel by using Participants or Companies filter.
Another example would be to send the meetings with #user-interviews tag to #user-research channel in Slack.
Once you have your specified filters, 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.
Share meeting notes manually (without an automation)
Automations aren't required to send notes. If you'd rather review and edit your notes or change your note template before you send the notes to Slack, you'll want to send notes manually when you're ready.
When viewing your meeting recording page, simply click paper airplane icon to 'Send Notes'.
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 highlights to Slack
Rather than copying and pasting a link to a highlight in order to share it with someone, use Grain's send to Slack function right from your meeting recording page.
Navigate to the Highlights tab on your meeting recording page. Hover over the highlight you'd like to send.
Click on the three dot menu that appears on the right side of the highlight, 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!