# Slack Integration

***

#### Summary

Boomerang integrates with Slack to keep your team informed about key warm intro paths — without leaving the tools they already work in. Once connected, Boomerang can post rich notifications, loop in the right stakeholders, set reminders, and escalate updates directly inside Slack channels and direct messages.

The setup involves two parts: connecting your Slack workspace to Boomerang, and adding Rudy (Boomerang bot) to the channels where you want notifications to appear.

***

#### Understanding the Key Concepts

**What does the integration enable?**

**Rich notifications for Warm intro paths.** Receive detailed updates in Slack channels or direct messages whenever a warm path surfaces, so your team is always in the loop.

**Engaging the right stakeholders.** Automatically loop in the right people by routing targeted messages and updates to the relevant team members or channels.

**Reminders for critical actions.** Create and manage reminders directly in Slack so important tasks and follow-ups don't fall through the cracks.

**Seamless escalations.** Quickly escalate issues or updates to higher-priority channels or stakeholders so they get a timely response.

> Together, these capabilities help your team collaborate efficiently, track progress effortlessly, and never miss a critical moment.

**What permissions does Boomerang request?**

To function properly, the integration requests the following Slack scopes:

| Scope                  | Purpose                                                                           |
| ---------------------- | --------------------------------------------------------------------------------- |
| `channels:join`        | Automatically join Slack channels to enable communication.                        |
| `channels:read`        | View public channel information to send updates or notifications.                 |
| `chat:write`           | Send messages on your behalf in Slack channels or direct messages.                |
| `chat:write.customize` | Customize message posting with additional options like attachments or formatting. |
| `files:write`          | Upload files directly into Slack from Boomerang.                                  |
| `groups:read`          | Access private group information for secure notifications.                        |
| `im:read`              | View direct messages to target specific updates or interactions.                  |
| `im:write`             | Send direct messages to team members via Slack.                                   |
| `mpim:read`            | Access multi-party direct messages (group DMs) for targeted notifications.        |
| `mpim:write`           | Send messages to group DMs from Boomerang.                                        |
| `reminders:read`       | View Slack reminders to ensure tasks are tracked effectively.                     |
| `reminders:write`      | Create or update reminders within Slack for important follow-ups.                 |
| `team:read`            | Access basic team information to personalize communication.                       |
| `users:read`           | Access basic user profile information.                                            |
| `users:read.email`     | Access user email addresses for improved contact management.                      |
| `users.profile:read`   | View detailed user profiles for personalization.                                  |

> Boomerang only requests the scopes it needs to send notifications, manage reminders, and identify the right people to loop in.

***

#### Setup Guide

**Part 1: Connect Your Slack Workspace**

**1.** Go to [app.getboomerang.ai](https://app.getboomerang.ai/) and log in using the credentials provided by your Boomerang CSM/Rep.

**2.** Click the **Workspace Settings (bottom left)** and select **Integration**.&#x20;

<figure><img src="/files/VUq9RaoKnHerHlEnOpHP" alt=""><figcaption></figcaption></figure>

**3.** You will see all the available integrations. Seelct **Slack** and click **Connect.**&#x20;

<figure><img src="/files/sVoD5tOyk0LTa1z0SUWA" alt=""><figcaption></figcaption></figure>

4. Sign in with your Slack account and review the requested permissions. These let the bot:

* Send messages to channels
* Access basic workspace details
* Search for and message users in the workspace
* Search for and join channels in the workspace

Select the group that should receive notifications, then click **Allow** to grant access.

<figure><img src="/files/XksfYnRm4TPFrehw1c3m" alt=""><figcaption></figcaption></figure>

***

**Part 2: Complete an Approval Workflow (if prompted)**

Some Slack workspaces require admin approval before a new app can be installed. If you see a **"Requires approval"** prompt, follow the steps below.

**Requester — non-admin user**

**1.** In Boomerang, go to **Workspace Settings →Integration → Slack → Connect**.

**2.** When Slack shows **Requires approval** (or a **Request approval** button), click **Request approval**. This sends a request to your workspace admin(s).

**Admin — approve the request**

**3.** Review the request under **Settings & administration → Manage apps → Requests** (or **Pending requests**), check the requested scopes, and click **Approve**.

**Requester or admin — reconnect Boomerang**

**4.** Return to Boomerang and click **Connect Slack** again, then complete the OAuth consent screen Slack shows. Since the workspace is now approved, the flow should finish and Boomerang will receive the OAuth token.

**5.** In Boomerang, confirm the Slack integration shows **Connected**.

***

**Part 3: Select Your Workspace and Authorize the Bot**

**1.** If you're part of multiple Slack workspaces, choose the one where you'd like to install the bot, then click **Continue**.

**2.** Click **Authorize** to give final confirmation. Once authorized, you'll see a confirmation message, and the bot will appear in your workspace under **Apps**.

***

**Part 4: Add the Boomerang Bot to Your Channels**

**1.** In each channel that should receive notifications, type **@Boomerang** and press **Enter**.

**2.** Slack will prompt you to add the bot to the channel — confirm to complete the addition.

**3.** Repeat this for every channel that should receive Boomerang notifications.

***

#### Best Practices

**Add the bot to channels ahead of time.** Set up notifications in the relevant channels before you need them, so your team starts receiving updates the moment a key signal occurs.

**Have a workspace admin complete the connection.** If your workspace requires app approval, routing the install through an admin avoids delays from the approval workflow.

***

#### All Done!

Once setup is complete, the Boomerang Bot will start delivering real-time notifications about warm intro paths, hidden review updates, and other key signals — directly where your team already collaborates.


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