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Overview

The Slack integration enables both the Missio Agent and Co-Pilot to monitor conversations, automate tasks, and manage communications across your Slack workspace, while maintaining context with other integrated tools.

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Available Tools

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Agent Capabilities

The Missio Agent can autonomously monitor Slack channels and DMs, taking actions based on conversations and configured rules.
Message Management:
  • Monitor channel conversations
  • Track thread discussions
  • Handle direct messages
  • Manage channel notifications
  • Create and update channel topics
  • Pin/unpin messages
  • Set reminders
  • Archive conversations
Automation Rules:
  • Auto-create tasks from messages
  • Auto-route questions to right teams
  • Auto-respond to common queries
  • Create follow-up tasks in Linear/Jira
  • Sync updates across platforms
  • Tag relevant team members
  • Schedule follow-ups

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Co-Pilot Commands

Use natural language commands in Slack or the Co-Pilot interface to manage workflows and take actions across your integrated tools.
Slack Actions:

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Channel Management

“Create a new channel for the Q4 planning” “Archive the completed-projects channel” “Add the design team to #product-feedback”

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Message Actions

“Send a message to #engineering about the deployment status” “Remind me to follow up on Sarah’s question in 2 hours” “Find all messages about the API migration”

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Cross-Platform Actions

“Create a Linear ticket from this thread” “Schedule a meeting with everyone in this channel” “Update the HubSpot deal mentioned in this conversation”

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Information Retrieval

“Summarize this thread” “Find related documentation for this issue” “Show me similar past conversations”

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Sample Workflows

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1. Task Creation

When: Someone mentions a bug or feature request Agent will:
  1. Detect task-worthy messages
  2. Create ticket in Linear/Jira
  3. Add relevant context and screenshots
  4. Notify appropriate team members
  5. Add thread link to the ticket

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2. Meeting Coordination

When: Meeting discussion happens in Slack Agent will:
  1. Detect scheduling intent
  2. Check calendar availability
  3. Create calendar event
  4. Send invites to mentioned participants
  5. Add meeting context from the thread

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3. Knowledge Management

When: Using Co-Pilot You can say: “Manage information by:
  • Saving important messages to Notion
  • Creating documentation from discussions
  • Organizing threads by topic
  • Setting up automated summaries”

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Setup Instructions

  1. Go to Missio Settings → Integrations
  2. Select “Slack” from communication providers
  3. Authorize the Slack workspace connection
  4. Configure Agent rules and Co-Pilot preferences
The Slack integration requires specific workspace permissions to monitor channels and perform actions. Review the permissions carefully during setup.

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Best Practices

  • Set clear channel naming conventions
  • Configure notification preferences by channel
  • Use thread bookmarking for important discussions
  • Set up automated routing rules
  • Maintain organized channel structure

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Limitations

  • API rate limits apply
  • Some actions require Slack admin approval
  • Historical message access depends on Slack plan
  • Channel member limits may apply
  • Bot permissions follow workspace settings
Need help? Contact our support team or visit our community forum.