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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 channel Trellis should use.
  • Choose a test channel with no customer or guest participants.
  • Decide which operational update your team wants to verify.
  • 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 test channel when the integration asks for one.
4

Run a safe operational test

Use the test action shown in Trellis, or run an approved workflow that posts only synthetic operational information.
5

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 only the approved internal channel.
  • 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, correct the selected channel, and remove the synthetic test if your Slack policy allows.