Article Summary
Integrate AutoRFP with Slack to receive project and content notifications directly in Slack. Use the /ask-autorfp command to ask questions and get instant answers from your content library without leaving Slack.
Estimated Time
5 minutes
Prerequisites
Administrator permissions in AutoRFP
Slack workspace admin permissions (to approve integration)
Active Slack workspace
Users with matching email addresses in both AutoRFP and Slack
Step-by-Step Instructions
Step 1: Access Integration Settings
Navigate to Organizational Settings > Integrations in AutoRFP.
Locate the Slack integration section.
Step 2: Connect to Slack
Click Add to Slack.
You will be prompted to authenticate the app.
Review the requested permissions (the bare minimum required for the bot to send notifications and answer questions).
Approve the permissions to complete the connection.
Step 3: Verify Connection
Confirm the integration shows as "Connected" in AutoRFP under the Integrations tab.
Users in Slack with email addresses matching AutoRFP users will automatically begin receiving notifications from the AutoRFP bot for Slack.
📝 Note: Individual users may need to add the approved AutoRFP app to their Slack Workspace. Please refer to this article for instructions.
Step 4: Configure Notification Preferences
Each user can customize their notification preferences.
Navigate to User Settings > Notifications in AutoRFP.
Select Slack as the delivery method for desired notifications.
See the User Notifications article for detailed configuration steps.
🙋🏽What types of notifications will I receive in Slack?
With the AutoRFP Integration for Slack, you can receive the following notifications directly inside Slack:
Project Notifications
You're assigned as an editor to a response
A response you are an assigned reviewer on is submitted for review
You are tagged in a comment on a response
Content Library Notifications
A source you are assigned to is flagged for review
Asking Questions from Slack
You can ask questions in slack using the following actions:
✅ Using the Slash Command
In any Slack channel, type
/ask-autorfpfollowed by your question.Press Enter to submit.
AutoRFP responds with an answer based on your content library.
Example: /ask-autorfp What is our standard data retention policy?
✅ Direct Messaging the Bot
Find the AutoRFP bot in your Slack workspace.
Send a direct message with your question by starting your question with @AutoRFP.ai.
Receive an instant answer from your content library.
💡 Tips & Best Practices
Coordinate with Slack admins to approve the integration promptly
Ensure users have matching email addresses in both AutoRFP.ai and Slack for notifications to work
Enable Slack notifications for time-sensitive alerts (assignments, review requests, @mentions)
Use
/ask-autorfpin relevant channels to share answers with your team
✋🏼 Common Mistakes to Avoid
Attempting to connect without proper Slack admin permissions—integration approval will fail
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en