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Integration for Slack

Updated over a month ago

Overview

diio’s integration for Slack ensures you never miss an important sales insight. With this integration, you’ll receive real-time notifications when your meetings have been analyzed, allowing you to quickly review key insights. Additionally, diio will remind you of pending commitments captured during these meetings, helping you stay on top of follow-ups and ensure a smooth sales process.

How Diio Works with Slack 📩

  • Meeting Analysis Notifications: Get an instant Slack message when a sales meeting has been analyzed, so you can review it right away.

  • Commitment Reminders: Stay accountable with automatic reminders about commitments made during your conversations.

How to Enable the Integration for Slack ⚙️

To enable diio’s integration for Slack follow these steps:

  1. Log in to diio: Go to login.diio.com and sign in using your Google or Microsoft account.

  2. Navigate to Company Settings: Click on your user profile in the bottom-left corner and select Company Settings.

  3. Enable Slack: Go to the Integrations tab, find the Slack integration, and turn it on.

  4. Follow the Authorization Steps: Complete the necessary authorization process to allow diio to send notifications to your Slack workspace.

⚠️ Note: There is no direct "Add to Slack" button at the moment. You must enable it from within diio's platform.

Getting Started with diio in Slack 🚀

Once the integration for Slack is enabled, diio will start working for you automatically:

  • Meeting Insights: After a sales call, you’ll receive a notification in Slack summarizing key takeaways.

  • Action Item Reminders: You’ll get timely reminders about any tasks or commitments captured in your meetings.

FAQ & Troubleshooting ❓

Who can enable the integration? Only users with Configuration permissions in diio can manage integrations for their company.

What happens if I don’t see any notifications? Make sure you have granted diio access to your calendar and that meetings are being recorded and analyzed.

Can I turn off notifications? Yes! You can customize or disable notifications within the Company Settings in diio.

Need Help? 🛠️

If you have any issues, our support team is ready to help! Contact us at [email protected] for assistance.

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