How will Dooly + Slack help you?
With the Slack integration for Dooly, 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
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.
Want to share only 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 Share icon at the top of your note to copy the share link.
Follow Keywords in Slack
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 then type in the keyword you wish to keep on top of.
For example: /dooly follow pricing
Learn more about following keywords.
Daily Agenda in Slack
Receive a daily agenda and tasks from Dooly through Slack to manage your day.
In Slack, on any channel type /dooly subscribe
Learn more about daily agendas.
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.