Slack

Connect Slack to chat with your Handl AI assistant, get approval prompts, receive cash-flow updates, and hear about invoices being approved or paid — all without leaving your workspace.

Steps

Go to Settings → Automation → Integrations and find the Slack card.
Click Add to Slack and choose your workspace when prompted.
Authorise the requested permissions — Handl needs these to post messages, read the conversations you invite it to, list your channels for the routing pickers, and let you use its commands.
Link your own Slack account to your Handl login, so the assistant knows who's messaging it.

What you get

Chat with the assistant by @mentioning it in a channel or messaging it directly — the same assistant and access as the in-app chat.
Approval cards for anything the assistant proposes on your behalf, so you can approve or decline right from Slack.
A morning cash-flow digest and nudges about overdue invoices, delivered automatically.
A message when an invoice is approved by a client, and another when a payment lands on an invoice. Both are on by default.

Choose where each notification goes

On the Slack card, under Channel routing, each notification has its own drop-down. Pick a channel, send it as a direct message, or turn it off.

Agent approval cards — proposal approve/decline cards.
Morning digest — the daily cash-flow summary.
Overdue invoice nudges — posted only when something is overdue.
Invoice approved — when a client approves an invoice.
Invoice paid — when a payment lands on an invoice, including payments you record by hand or mark as paid outside Handl.

For Agent approval cards, Invoice approved and Invoice paid, the default is Direct messages to approved users. Handl sends the message to each person you've approved in Who can talk to the agent who has also linked their Slack account to an active Owner, Admin or Project Manager login. The morning digest and overdue nudges stay off until you pick a channel.

To send an invoice message to a channel instead, choose the channel in the drop-down and save. If Handl isn't in a public channel yet, it joins it for you. For a private channel, invite Handl first by typing /invite @Handl in that channel. Channels shared with other organisations are listed separately, with a warning that people outside your team can read them.

If the drop-downs show a Reconnect Slack to pick channels button, your connection predates the channel picker. Click it and authorise again.

Good to know

Slack carries chat, approvals, digests and invoice updates through the one connection — it's not just a notifications feed.
Handl posts each invoice approval and each payment once. If Slack is unavailable at that moment, the invoice still goes through; only the Slack message is missed.
Messages in Slack use simpler formatting than the web app (no tables), since some formatting doesn't render well there.
If you connect a different Slack workspace, your channel choices and account links reset and you set them up again.

FAQs

Do I need to link my own Slack account separately? Yes — this is what lets the assistant recognise you and respond correctly to your DMs and mentions.

Can multiple teammates use the Slack connection? Yes — each person links their own Slack account to their own Handl login.

Why didn't someone get a DM when an invoice was paid? They need to be approved under Who can talk to the agent, linked to their Handl login, and an active Owner, Admin or Project Manager. Costing-only members and removed members never receive invoice figures.

Will disconnecting Slack lose my chat history? Your Handl conversation history isn't tied to the Slack connection itself, but you'll stop receiving digests, approval prompts and invoice updates there until you reconnect.