CassidyAI

How to set up and use Send Slack Message action

Sends a message to a Slack channel. Follow these steps:

*For more information on the integration needed, visit the <a href="https://docs.cassidyai.com/en/articles/8955400-how-to-connect-slack-channels-to-cassidy">related article</a> in the <a href="https://docs.cassidyai.com/en/collections/9119802-integrations">Integrations collection</a>.

Add a Send Slack Message action: While editing a workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Send Slack Message action to add it to your workflow.

Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.

Add Slack connection: If you haven't already, connect your Slack account to Cassidy.

Optionally, toggle on "Reply to Trigger Message": Reply to the same channel or user that sent the original message.

If "Reply to Trigger Message" is not toggled on, select "Channel": The channel to send the message to.

​*Private channels will only be visible once Cassidy has been added to them. In the desired channel, send: /invite @Cassidy

If "Reply to Trigger Message" is toggled on, you can also optionally toggle on "Reply in a Thread": Reply to the trigger message in a thread.

Enter "Message": The message to send to the channel. You can type the message directly or reference a variable containing the message from a previous step or the trigger.

​*Variables are inputs from the trigger, or outputs from previous steps

1. Add a Send Slack Message action: While editing a workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Send Slack Message action to add it to your workflow.
 

2. Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.

3. Add Slack connection: If you haven't already, connect your Slack account to Cassidy.

4. Optionally, toggle on "Reply to Trigger Message": Reply to the same channel or user that sent the original message.

5. If "Reply to Trigger Message" is not toggled on, select "Channel": The channel to send the message to.
 
 ​*Private channels will only be visible once Cassidy has been added to them. In the desired channel, send: /invite @Cassidy
6. If "Reply to Trigger Message" is toggled on, you can also optionally toggle on "Reply in a Thread": Reply to the trigger message in a thread.

7. Enter "Message": The message to send to the channel. You can type the message directly or reference a variable containing the message from a previous step or the trigger.
 
 ​*Variables are inputs from the trigger, or outputs from previous steps