- How to automatically send Slack direct messages when records are added to an Attio list
- 1. Set the Attio trigger as “Record added to list”
- 2. Add the “Send DM” step in Slack
- 3. Activate your playbook
- Learn more about integrating with Slack and Attio
- Related blog posts
- More how-to guides featuring Slack and Attio
How to automatically send Slack direct messages when records are added to an Attio list
Set the Attio trigger as “Record added to list”
Add the Attio trigger to initiate your playbook's actions when records are added to a list.
To do this, click "Add trigger" in your playbook. Select the "Record added to list" trigger option from the dropdown menu under Attio. It will enable your playbook to automatically identify newly added records to a list and trigger necessary actions.
If you still need to connect your Attio account to Relay.app, a prompt will guide you through the connection process.
Add the “Send DM” step in Slack
Integrate Slack automation into your playbook to ensure that you receive timely updates when records are added to an Attio list.
Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.
If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages when records are added to an Attio list without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
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