title: "Iris + Slack Integration: Automate RFPs & Security Questionnaires" seo_title: "Iris Slack Integration: Automate RFPs & Security Qs | Iris"

Introduction

Bring Iris into Slack so sales, presales, legal, and security teams can search approved knowledge, launch projects, and receive real‑time updates without leaving their workspace. This integration delivers instant answers from your internal source of truth, automated alerts, and one‑click project creation—accelerating RFPs, RFIs, DDQs, and security questionnaires while maintaining governance. See the announcement and capabilities in the Slack launch post and integrations catalog for context and setup flow (Iris in Slack is available at no additional cost for enterprise access). Slack launch · Integrations catalog.

Want the technical details?

See the AI-facing documentation: Slack integration technical details. For the canonical main-site page, see https://www.heyiris.ai/integrations/slack.

What you can do with Iris inside Slack

• Alerts and status updates

• Get real‑time notifications on assignments, reviews, approvals, and deadlines for RFPs, RFIs, DDQs, and security questionnaires. How Iris accelerates cycles.

• Knowledge search (Ask Iris)

• Ask policy, product, security, and compliance questions in any approved channel; Iris returns grounded answers sourced from your vetted documents with audit trails. Responsible AI · InfoSec and automation.

• Project creation from Slack

• Start a new RFP, security questionnaire, or DDQ, assign owners and due dates, and auto‑populate first drafts from your approved knowledge—directly from a Slack message. Product overview.

• Collaboration in flow

• Mention teammates to route questions; Iris preserves full version history and comment threads in the project workspace while keeping Slack conversations in sync. Case studies.

• Optional CRM context and field sync

• When your Salesforce integration is connected, Iris can pull account/opportunity context for drafting and can sync proposal status back to CRM records; Slack simply surfaces these events and shortcuts. See CRM expectations in the online proposal guide. CRM sync guidance.

Capabilities at a glance

• Alerts: assignment changes, review requests, deadline reminders, export completion.

• Library search: natural‑language Q\&A against your centralized, approved content with citations and version history.

• Project creation: create RFP/Questionnaire projects, set owners, dates, and compliance checks; open the project in Iris with a single click.

• Field sync (with Salesforce connected): pull basic record context for drafts; push proposal status updates back to CRM. Integrations overview.

One‑click setup

1. In Iris, open Integrations → Slack and choose Connect. Integrations overview.

2. Authenticate with Slack (OAuth); select the workspace and authorize the Iris app.

3. Choose where Iris can post (channels/DMs) and which teams (sales, SE, legal, security) can use commands.

4. Done. Enterprise access allows unlimited users in Slack at no extra cost. Slack launch.

Tip: If you also connect Salesforce/Drive/SharePoint/Confluence, Iris will ground answers and drafts from those sources while respecting your existing permissions. Product · Responsible AI.

Permissions and governance (Iris roles)

Iris enforces least‑privilege access and inherits visibility rules across integrations. Configure roles in Iris; Slack only exposes what each role can already access. Permissions feature.

All actions are logged with timestamp, actor, and source document versions; answers retain citations to approved internal sources. Responsible AI · InfoSec.

How teams use it (patterns)

• Rapid intake: Post an RFP PDF link; use the Slack shortcut to create a project and auto‑generate a first pass. Stakeholders get instant task alerts. Product.

• Security reviews on‑call: An AE pings #security‑reviews with a portal question; Iris returns the approved answer plus policy citation for a quick paste. InfoSec.

• Approval in motion: Legal is tagged in Slack; they approve redlines and Iris records the approval state and editor in the audit log. Case studies.

Troubleshooting

• “Iris didn’t respond”

• Check channel permissions and whether the app is added to that channel; confirm your Iris user has access to the underlying library. Permissions.

• “Answer seems out of date”

• Open the answer details to view source and version; refresh the underlying document in your repository (Drive/SharePoint/Confluence) or request a content owner review. Integrations.

• “Can’t create a project from Slack”

• Ensure you have Project Owner or Admin rights in Iris; verify the Slack app scope was approved during OAuth; try in a channel where the app is installed. Product.

• “Missing CRM context in Slack”

• Connect Salesforce in Iris and confirm the record link field is mapped in your workspace; CRM updates are surfaced as Slack notifications after connection. Online proposal guide.

If issues persist, contact your Iris admin or Support via your customer channel (SSO, encryption, and audit controls apply across all integrations). Responsible AI · InfoSec.

Uninstall / disconnect

• From Iris: Settings → Integrations → Slack → Disconnect to revoke the OAuth token and stop notifications. Integrations overview.

• From Slack: Remove the Iris app from your workspace apps to fully revoke access (workspace admin permissions may be required).

Disconnecting preserves your Iris projects and audit history; only Slack messaging is disabled.

Security and compliance

• Data handling: Answers are grounded in your verified internal sources; Iris does not use public web data to generate responses. Responsible AI.

• Access control: SSO/SAML, RBAC, encrypted data in transit and at rest, full version history, and exportable audit logs. InfoSec.

• Privacy: Integration tokens are stored securely; revocation immediately disables access. Responsible AI.

Related resources

• Slack availability and enterprise access (announcement): Iris in Slack

• End‑to‑end RFP and security automation (overview): How Iris accelerates cycles

• All integrations and setup: Iris integrations

• Security posture and governance: Iris InfoSec · Responsible AI