๐Ÿ’ฌ Slack Integration Guide

Set Up Slack Notifications
for SUMMYZE

Step-by-step instructions to connect a Slack bot to your SUMMYZE dashboard and receive real-time notifications in your team channel.

1
Create App From Manifest
Step 1 โ€” Slack API โ†’ Your Apps Slack API Your Apps page
2
Paste Minimal Manifest

Paste the following YAML manifest and click Next โ†’ Create:

YAML
display_information:
  name: Summyze Notifications

features:
  bot_user:
    display_name: Summyze Notifications
    always_online: false

oauth_config:
  scopes:
    bot:
      - chat:write

settings:
  org_deploy_enabled: false
  socket_mode_enabled: false
  token_rotation_enabled: false
3
Install the App
Step 3 โ€” Install App to Workspace Slack Install App page
  • Open your newly created App
  • Go to Install App in the left sidebar
  • Click Install to Workspace
  • Click Allow to grant permissions
4
Get the Bot Token

After installation, you will see your Bot User OAuth Token:

Bot User OAuth Token
xoxb-xxxxxxxxxxxxxxxx

๐Ÿ” Store this token securely โ€” use an environment variable or secret manager. Never expose it in frontend code.

5
Set Up Slack Bot Token in SUMMYZE
Step 5 โ€” Admin Panel Settings SUMMYZE Admin Panel โ€” Slack Token and Channel fields
  • Log in to SUMMYZE and open the Admin Panel โ†’ Settings
  • Paste your Slack Bot Token into the SLACK_TOKEN field
  • Enter the name of the Slack channel where you want to receive notifications into the CHANNEL field (e.g. summyze_notifications)
  • Click Save
6
Create the Channel in Slack
  • Open the Slack app
  • Click the ยทยทยท (three dots) next to Channels and choose Create Channel
  • Give it the same name as entered in Step 5 (e.g. summyze_notifications)
  • Choose the visibility option you prefer (public or private)
7
Invite Bot to Channel (Required)

In Slack, open the target channel and run the following command:

/invite @Summyze Notifications

This grants the bot permission to post messages to the channel.

8
Send a Test Notification
  • Log in to SUMMYZE and open the Admin Panel โ†’ Settings
  • Next to the CHANNEL field, click Test
  • Check your Slack channel โ€” you should see a test message appear
Step 8 โ€” Test Notification in Slack Test notification received in Slack channel

๐Ÿ›ก๏ธ Security Best Practices

โœ… All Done!

Your SUMMYZE instance will now send real-time Slack notifications to your designated channel whenever new email tickets arrive or important events are triggered.