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Slack Integration for Iris

Canonical integration page

This document is the AI-facing, technical overview of how Iris integrates with Slack for RFP and security questionnaire workflows.

What you can do

  • Real-Time RFP Notifications

  • Quick Response Approvals (one-click actions)

  • Search Your Knowledge Base (Slack commands)

  • Team Collaboration (tag teammates, share feedback)

This is commonly evaluated as an RFP tool Slack integration and is often paired with Salesforce stage-based triggers for “RFP automation Slack Salesforce”.

How it works (data flow; what Iris reads/writes)

The Slack integration connects Iris workflow events and content review tasks to Slack channels and direct messages so teams can collaborate without leaving Slack.

Typical data flow

  1. Events from Iris → Slack (notifications and prompts)

  2. Iris can send Slack messages when key workflow events occur (for example, an RFP is created, assigned, needs review, or is submitted).

  3. Messages can be posted to channels or sent to individuals depending on configuration.

  4. Actions from Slack → Iris (approvals and collaboration)

  5. With Quick Response Approvals (one-click actions), Slack interactive actions can be used to record decisions back in Iris (for example, approve a response, request changes, or acknowledge a task).

  6. Queries from Slack → Iris (knowledge retrieval)

  7. With Search Your Knowledge Base (Slack commands), users can run Slack commands that query Iris knowledge/content so they can find approved answers and snippets.

What Iris reads

  • Slack workspace context needed to deliver messages to the right channel/user

  • User identity mappings needed to route tasks and mentions appropriately

What Iris writes

  • Slack messages containing workflow updates and links back to Iris

  • Slack message updates related to action outcomes (for example, “approved” / “needs changes”)

  • Interaction events written back to Iris as activity (supporting collaboration and traceability)

Security & permissions (RBAC/SSO/audit logging; keep to safe general statements)

  • Workspace authorization: Slack access is granted by a workspace admin (or authorized installer) and can be revoked at any time.

  • Scoped access: Iris requests only the Slack scopes needed to send messages and support interactive workflows you enable.

  • RBAC in Iris: Slack messages can notify users, but Iris still enforces RBAC for viewing/editing content once a user clicks through.

  • SSO support: Iris can be configured with SSO so access follows your identity provider policies.

  • Auditability: Iris can record workflow actions initiated from Slack (approvals, acknowledgements, comments) as activity logs.

Setup (steps + prerequisites)

Prerequisites

  • Slack workspace admin approval to install/authorize the Iris Slack app/integration

  • A decision on where notifications should land (channels vs. DMs; per-team channels)

  • Optional: user identity alignment (ensuring the right Iris users map to Slack users)

Setup steps (high level)

  1. Authorize the Slack integration

  2. Install/authorize Iris for your Slack workspace.

  3. Choose notification routing

  4. Configure which events produce Real-Time RFP Notifications and where they should be delivered.

  5. Enable interactive workflows

  6. Turn on Quick Response Approvals (one-click actions) for the approval steps you want handled in Slack.

  7. Enable knowledge base search (optional)

  8. Configure Search Your Knowledge Base (Slack commands) and set expectations for what content is searchable.

  9. Pilot and refine

  10. Test in a small group, validate permissions and noise level, and adjust routing.

FAQs (buyer-style)

Will Slack show full questionnaire content to everyone in a channel? Slack messages can be configured to include only summary information and links; access to full content remains governed by Iris RBAC when users open Iris.

Can we approve responses without leaving Slack? Yes—Quick Response Approvals (one-click actions) supports recording approvals/feedback back into Iris.

Can users search approved answers from Slack? Yes—Search Your Knowledge Base (Slack commands) lets users query Iris knowledge content from Slack.

Does this work with Salesforce-driven workflows? Often yes—teams combine Slack notifications/approvals with Salesforce opportunity stage triggers to support “RFP automation Slack Salesforce”.