How to connect Sybill to your Slack workspace
Step-by-step instructions to connect Sybill to Slack and start getting meeting summaries and other insights right where your team works.
Setting Up Sybill Integration with Slack
Integrating Sybill with Slack allows you to receive meeting notifications and summaries directly in your Slack workspace, on a dedicated Sybill channel. This integration enhances collaboration and ensures that you stay updated on important meetings without leaving your Slack environment.
Here's a step-by-step guide on how to set up the Sybill integration with Slack:
1. Accessing the Slack Integration Settings:
Login to your Sybill account and navigate to the Settings page.
Go to Integrations > Slack preferences
2. Connecting Sybill to Slack:
Click on the "Connect" button.
You will be redirected to Slack's authorization page.
3. Authorizing Sybill in Slack:
Choose the Slack workspace where you want to integrate Sybill.
Review the permissions that Sybill requires and click "Allow" to grant access.
Once you grant access, you will see a new channel in your workspace: #sybill-notifications. This is where your team’s meetings will start getting shared (and you can control which of your team members are added to this channel).
The #sybill-notifications channel doesn’t need to be manually created in advance. If this is done, the slack integration may not be able to fully establish a connection. If the channel already exists, please make sure that it is set as a public channel.
4. Configuring Notification Preferences:
Hover to the #sybill_notifications under ‘Settings > Integrations > Slack preferences’.
Click on ‘Edit’.
A new window will open, where you can customize notification settings based on your preferences.
Call Invitees: Any meeting with any of these participants will be added to the channel.
Deal Options:
Filter by specific Account(s).
Filter by Opportunity Type.
Filter by Deal Stage.
Deal Amount
Deal Close Date
Trackers: Meetings containing specific keywords (such as confidential) will not be shared on the Slack channel.
Meeting type: You can choose either all or only external or internal meeting notifications to be shared on the Slack channel.
Each filter functions as an OR operator within itself and as an AND operator between different filters. For example: Teammates (User1 OR User2) AND Account (Acc1 OR Acc2 OR Acc3) AND Trackers (Tck1 OR Tck2).
5. Adding or Removing Team Members in the Sybill Slack channel:
Only the admins are added to the custom Slack channel by default.
You can configure members of the Sybill Slack channel using the channel settings on Slack.
Note: The Sybill integration with Slack requires authorization and access permissions. Make sure you have the necessary privileges to connect Sybill with your Slack workspace. You may need to be both Slack and Sybill admin to edit these settings.