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Setting up Slack Integration - Organization Wide

Easily set up Xakia’s Slack integration to send matter and legal request notifications to shared channels, keeping your team in sync and connected!

Get the most out of your Slack communications with Xakia's Slack integration.

Setting up the Slack integration involves two key steps:

  1. Setting up the integration at an organization level (explained on this page); and

  2. Individual Xakia users connecting their Xakia profile with their Slack profile (explained in this article).

To set up the Slack integration at an organization level, you must be a Xakia admin and have the ability to install applications inside of your Slack workspace. The steps are as follows:

  • Click on 'Admin' from the top navigation menu

  • Click on 'Integrations' from the left hand side menu

  • Click on the 'Communications' tab

  • If Slack is not installed yet, you will notice a 'Add to Slack' button

  • Click on the 'Add To Slack' button to begin the oAuth authorization flow with Slack

    • During this step you will need to choose the shared channel to post shared notifications to

  • Click 'Allow'

  • You will see a notification posted to your channel at this time, which shows that the integration is been successfully connected.

  • You will now be taken back to the Xakia App

  • Click on the 'Communications' tab in 'Admin'

  • You will now see the various notification types available to turn on that can be sent to shared channels

  • Toggle the desired notifications you wish to receive in your shared channel to 'On'

  • Click 'Save'

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