Slack (@{{aiName}}) - Setup & usage
Follow these steps to connect Slack (@{{aiName}}), create connected KPIs, and keep syncs healthy.
Before you connect
Confirm you have admin or integrator access to the Slack (@{{aiName}}) account you want to measure.
Connection uses Slack OAuth.
Only connect accounts your organisation owns or is authorised to report on.
Install from Elevale
You need to be allowed to install apps in the Slack workspace.
Open Workspace Settings → Integrations, find Slack (@{{aiName}}), and choose Connect.
On Slack's consent screen, pick the workspace and allow the requested permissions.
Use it in Slack
Invite the app to a channel if Slack has not added it yet.
Mention {{aiName}} in that channel, or open a direct message with the app.
The reply appears in Slack. Workspace changes that need confirmation show a confirm step before they are saved.
Troubleshooting
The app cannot see the channel - invite it to that channel. Private channels stay invisible until the app is a member.
No Elevale member match - the Slack email needs to match an Elevale user in this workspace.
Install blocked - a Slack admin has to approve the app, then connect again from Integrations.
Create connected KPIs
On KPIs & Dashboards, create a KPI, choose Connected, and pick your Slack (@{{aiName}}) connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Review last sync time and error messages on the KPI detail page. Reconnect in Integrations if auth expires.
Sync frequency guidance
Daily - traffic, ads, engineering, and operational metrics reviewed weekly.
Weekly - summary KPIs for leadership dashboards.
Monthly / quarterly - finance and board-level accounting metrics.
Match frequency to how often you review the metric. Use Resync after configuration changes.
Disconnect and data retention
Disconnect from Workspace Settings → Integrations to revoke stored credentials and stop scheduled syncs.
Previously synced KPI history remains until you delete or convert those KPIs.
Subprocessors and data handling: Subprocessors and integrations