Connect Slack + Syncly

This article will show you how to set up your Slack + Syncly integration and review the application's functionality.

Background:

Syncly is a platform built to help client-facing teams better manage all of their day-to-day customer work. By connecting Syncly to Slack, users will be able to post any notes, summaries, and action-items they collect from customer meetings directly to Slack channels. These messages will be tracked so whenever you revisit a past meeting, you can always link back to any discussion that may have started in a thread.

How to Install Slack + Syncly:

Ensure you have an existing Slack account and are logged in.

• From your Syncly account, head to your your Settings page. You can access your Settings page by clicking the user icon in the bottom lefthand corner of the app.

• Select the Integrations tab.

• Locate the Slack integration and click Connect.

• Click Authorize when asked to grant Syncly the required permissions.
• Reach out to support@syncly.us with any questions

How to Use Slack + Syncly:

• Once you've successfully connected, head back to the main calendar page (hint: click on the calendar icon on the lefthand side bar) and click into an upcoming meeting.

• After you land on the Meeting Details page, select Start Note in the upper righthand corner to navigate to the main notes workspace.

• Leave your note in the text editor and then head on over to Post Note once your meeting is finished

• Check the box and select the Slack channel you want to post your not in and hit Post Note. Syncly will post your summary to the channel you selected and leave a link for users to get back to this workspace (head on over to Slack to check it out!)

• In the future, if you ever want to revisit the Slack post you can head back to the main calendar page and click into the meeting drawer for a link to the original message.

• Reach out to support@syncly.us with any questions