Browse docsMenu

Guide

Connecting Slack, end to end

From "nothing connected" to an agent answering in a channel and approvals landing in Slack — with the routing rules explained.

Connect it

  1. 1
    Open Surfaces and turn on Slack. You will authorize a workspace — use an account that can add apps to the channels you care about.
  2. 2
    Pick the agent that handles inbound Slack work. One agent per surface keeps behavior predictable.
  3. 3
    Set routing: which channels the pod listens to, and whether it responds to every message or only mentions. Start with mentions-only in one channel.
  4. 4
    In Slack, mention the bot with a real request. Watch the reply arrive in-channel, then open Conversations in Lemma to see the same thread with every tool call visible.
  5. 5
    If a workflow has approval steps, assignees with connected Slack get those approvals as messages — approve without leaving the channel.

Routing rules of thumb

  • Mentions-only in shared channels; every-message only in dedicated channels like #support-inbox.
  • Separate noisy intake (every message) from collaboration channels (mentions) using two routing rules.
  • The agent answers with its scoped knowledge — if it should know your policies, grant it the policies folder.