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Automations

Operations · Easy

Research a question across Slack and the web at once

Answers to "what did we decide about X?" are often buried in old chat threads. Searching Slack and the web together, with sources, saves digging and gives a summary you can share.

Software used

What happens

When

Someone needs background on a topic, a customer or a past decision.

Then

  • Perplexity searches the Slack conversations they can access, plus the web.
  • It answers with links to the messages and pages it used.
  • The findings can be posted back to a Slack channel.

How the tools connect

With a built-in integration. Perplexity lists Slack as an integration on its website.

Set it up

  1. On a paid Perplexity plan, connect Slack from Perplexity's connectors.

  2. Choose Slack as a source when you ask a question.

  3. Check the cited messages before sharing a summary.

Menus change, so these steps say what to do rather than where to click. Each company's help pages have the current screens.

Watch out for

  • It only sees what you can already see in Slack. On company plans, an admin may need to turn the connector on.

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