How will Dooly + Slack help you?
With the Dooly + Slack integration you can collaborate more and institutionalize tribal knowledge:
Send notes to a specific Slack channel
Follow keywords written in Dooly
Receive a daily agenda in Slack including your tasks
Send Dooly notes to Slack
Choose a Slack channel to send your current notes to (click on “Record options” at the top right). When you sync future notes, they’ll also send to that channel.
Click “Record options” at top right of your linked note
Toggle “Push to Slack”
Choose a channel and your current notes will send to that channel
When you sync future notes, they’ll also send to that Slack channel
For example: loop Legal into a deal channel during negotiation so they can see all notes without going to Dooly or Salesforce.
Note: If you @mention without choosing a Slack channel first, Dooly will create a new Slack channel.
Just want to share one note?
If you just want to share one note, you can get a shareable link to post anywhere you want, including Slack.
Click the three dots at top of your note > share this note > copy link.
Follow keywords
Follow keywords typed into any Dooly notes to stay in the know on competitors, product lines, theme, etc.
In Slack on any channel type /dooly follow keyword.
For example: /dooly follow pricing
Daily agenda
Receive a daily agenda and tasks from Dooly through Slack to manage your day.
Type /dooly subscribe in Slack
Sounds great! How do I get set up?
You'll get prompted to connect Dooly + Slack when you try any of the 👆.
More setup details for individual users and admins.
