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What this helps you do

Connect Slack for internal team work such as supported alerts and operational updates. Slack is a team channel; it is not a replacement for a guest message channel.

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Before you start

  • Ask a Slack admin which workspace and default channel Trellis should use.
  • Choose a test channel with no customer or guest participants.
  • Decide which notification types need their own approved channels. Notification types without an override continue using the default channel.
  • Confirm who should be allowed to change the connection.

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Connect and test

1

Open Slack integrations

Go to Settings > Integrations > Slack.
2

Choose the approved workspace

Follow the displayed connection steps. Review the workspace name and requested access before approving.
3

Choose the internal channel

Select the approved default channel when the integration asks for one.
4

Route notification types

Go to Settings > Notifications. For each enabled workspace Slack notification, an admin or manager can choose a different approved channel. Leave a notification on the default channel when it does not need a dedicated destination.
5

Run a safe operational test

Use the test action shown in Trellis, or run an approved workflow that posts only synthetic operational information.
6

Confirm one result

Check that the update appears once in the expected Slack channel and links your team back to the right Trellis work.

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How to check it worked

  • The intended Slack workspace is connected.
  • The test reaches the approved channel for that notification type, or the default channel when no override is configured.
  • The update contains no private guest information.
  • Teammates can follow the update back to the correct Trellis area.

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Recover a disconnected workspace

Open Settings > Integrations > Slack and review the connected workspace and channel. Ask a Slack admin to approve the connection again if required. Repeat one synthetic test. Do not post real guest details while testing.

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Common problems

Confirm the person reconnecting Slack can access that channel and that the channel is approved for Trellis updates.
Stop the workflow and open Settings > Notifications. Correct the channel for that notification type, then remove the synthetic test if your Slack policy allows.