Slack Integration

Keep your team informed and productive with direct access to your contracts and the Formality assistant, without leaving Slack!

Only a administrator of the workspace can enable the Slack integration.

Prerequisites

• You must have an Formality and an Slack.

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What the integration allows

• Direct access to the Assistant: query your Formality documents directly from Slack, without switching apps.

• Simplified document addition: drag and drop your contracts into the Slack app to import them into Formality.

• Reminders and alerts: receive notifications in Slack as soon as a contract requires your attention, so you never miss a deadline.

All your document interactions happen directly in Slack, saving time and strengthening your team's collaboration.

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Integration installation steps

1

Go to your personal settings

In Formality, click your initials at the bottom left then open the Personal settings.

2

Connect your Slack account

Go to the Integrations Hub and click Link my Slack account.

3

Authorize the app

Select the Slack workspace to connect and follow the instructions to authorize the app.

4

Open Slack & connect the app

Go to your Slack workspace. In your Slack apps list, find Formality.

5

Start the conversation

Send a first message to the Formality assistant to activate the integration.

6

You're all set!

You now have access to the Formality assistant and document management features directly in Slack.

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What you will be able to do from Slack

• Ask questions about your contracts directly in the conversation

• Import your documents by simply dragging and dropping

• Receive notifications about important deadlines

• Quickly access your Formality workspaces

With this integration, you reduce app switching and obtain contract information in an instant.