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 

  1. Click “Record options” at top right of your linked note

  2. Toggle “Push to Slack”

  3. Choose a channel and your current notes will send to that channel

  4. 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.

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