Send Slack Message
Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

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 related article in the Integrations collection.

  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

Here's a sample of the type of output you can expect:

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