Account-level Slack notifications in Outreach

Created by Tomas Zeman, Modified on Sun, 19 Apr at 8:51 PM by Aye Myat

Note: Feature(s) Pending Rollout

Features and functionality described on this page are part of our April 2026 release, which is rolling out to eligible customers April 16-April 29, 2026. See our Release Notes here to learn more.

Objective

This article explains how to associate an Outreach account with a Slack channel and configure which notifications are delivered to that channel. When a configured notification is triggered — for example, a Kaia meeting summary after a call — its content is automatically posted to the selected Slack channel.

Applies To

  • Outreach Users
  • Slack

Before You Begin

Ensure the following are in place before configuring account-level Slack notifications:

  • The Slack integration must be connected to your Outreach org. Contact your Outreach Admin if you are unsure whether Slack is connected
  • You must have edit permissions on the account you want to configure

Procedure

  1. Log in to Outreach as User.
  2. Click Accounts.
  3. Navigate to the account you want to configure in Outreach and open its details page.
  4. On the account details page, find the Slack notifications panel below account name in the top right corner. This is where you associate the account with a Slack channel.
  5. Use the channel autocomplete field to search for and select the Slack channel where notifications should be delivered. You can select any public channel.
  6. Select the notification types you want delivered to the chosen channel. Currently supported:
    • Kaia meeting summary — triggered automatically after a call associated with the account. Delivers a summary of the call, generated by Kaia, directly to the selected Slack channel.
  7. Click Save

When a selected notification is triggered for this account, its content will be posted to the configured Slack channel automatically.

Each account can be associated with one Slack channel. If your team uses dedicated deal channels in Slack, this is the recommended place to route Kaia meeting summaries for that account.

Additional Information

TopicDetails
Supported notificationsAt this time, only the Kaia meeting summary notification is supported. Additional notification types may be added in future releases.
One channel per accountEach account can be linked to a single Slack channel. To change the channel, return to the account details page and update the selection.
Trigger conditionThe Kaia meeting summary is triggered post-call. The notification is sent after the call ends and Kaia has processed the recording. There may be a short delay before the summary appears in Slack.
Slack integration requiredIf Slack is not connected to your Outreach org, the channel selector will not be available. An Admin must connect the integration first via Outreach settings and enable this feature.

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