Objective
Enable Slack integration in Agency Handy to streamline notifications, updates, and interactions with clients across multiple workspaces. This feature will allow users to receive real-time updates directly in designated Slack channels, enhancing communication, efficiency, and team responsiveness.
Slack should be avilable for on Teams and Pro, Enterprise Packages for MRR, Lifetime Plan 2, Lifetime Plan 3, Lifetime Plan 4, RocketHub 2, RocketHub 3, Black Friday 2,3,4,Appsumo 2,3,4,5 Business Goals
Increase Engagement: Segment notifications by urgency (e.g., urgent/normal) to improve response prioritization. Boost Team Efficiency: Shorten response times by centralizing notifications in Slack, leading to quicker client and task management. Enhance Customer Satisfaction: Reduce client wait times for responses, improving their experience with faster, more efficient communication. User Goals
Improve Communication: Make agency, client, and team communication more seamless by integrating updates into a single tool. Enhance Responsiveness: Receive real-time, organized notifications for prompt responses to updates and queries. Streamline Notifications: Organize notifications in dedicated Slack channels, reducing clutter and ensuring each client or project gets its specific communication space. User Stories
As a Super Admin/Admin, I want to organize notifications based on client updates, with prioritized information in dedicated channels. As a Team Member, I want to know about tasks assigned to me and be able to update statuses and communicate progress easily. As a Client, I want regular updates on orders, tasks, and tickets through a dedicated Slack channel to stay informed about project progress. User Journey
Slack Setup and Configuration Navigate to the Slack integration settings in Agency Handy. Authenticate the connection with Slack and select the workspace for integration. Channel Creation: Automatically create specific Slack channels based on client names or organizational needs. Example: #client-Client_name for all client-related updates. Client, Superadmins, admins, project pm Example: #AgencyHandy-Update for general notifications. Add Superadmins and admins Client-Specific Channels (#client-Client_name)
These channels will capture notifications specific to each client, including: Intake/order form submissions updated by Orvi- 20-03-25 Client feedback and comments Task review requests and approvals/rejections General Notifications Channel (#AgencyHandy-Update)
Used for internal updates and team notifications such as: New assignee notifications Notification Prioritization Notifications will be segmented by urgency (e.g., urgent vs. normal) to help teams focus on critical updates first. Enable users to update order and task statuses or leave comments directly from Slack using slash commands. Status Update: /agencyhandy order[order_id], task [task_id], status [status_name] Add Comment: /agencyhandy order[order_id], task [task_id], comment [comment] Features & Functional Requirements
Allow Super Admin/Admin to configure Slack integration at the organization or workspace level. Enable connection with Slack by selecting a workspace during initial setup. Create individual channels for each client organization automatically upon client creation. Route all client-specific notifications, including catalog updates, order form submissions, file uploads, and feedback, to the designated client channel. Client Channel Notifications: New orders, intake forms, order form data, and order status updates. Task-related notifications: creation, progress updates, client review requests, approvals, rejections, and completions. File feedback on tasks Ticket updates and feedback. General Channel Notifications: Internal task status changes, new assignees, team comments, and overall order status updates. Prioritize notifications by urgency level for effective organization.
File Feedback Notifications:
Here are the updated Slack notification templates for each scenario. all notifications will be added in the associated client channel.(client can be found from task>order>client)
Feedback is Added
Slack Notification:
"Feedback Added: A Feedback has been added in the file feedback section of [File Name]. Please review it at your earliest convenience."
On-click action: Redirect to the file feedback section. New File Versions Uploaded
Slack Notification:
"New File Version Uploaded: A new version of the file [File Name] has been uploaded. Please review the updated version to ensure all changes are aligned."
On-click action: Redirect to the new file. Comments Marked as Resolved
Slack Notification:
"Feedback Resolved: Your feedback on the file [File Name] has been marked as resolved. If further updates are needed, feel free to respond."
On-click action: Redirect to the file feedback section. Mention in Comment
Slack Notification:
"Mentioned in Comment: [Mentioning User Name] mentioned you in a comment on the file [File Name]. Click to view and respond."
On-click action: Redirect to the file comment section. Needs Review:
Slack Notification:
"Needs Review: An item in the file [File Name] requires your review. Please review it at your earliest convenience."
On-click action: Redirect to the file feedback section. Approved:
Slack Notification:
"Item Approved: An item in the file [File Name] has been approved. Thank you for your input."
On-click action: Redirect to the file feedback section. These notifications ensure efficient communication by redirecting users directly to the relevant file sections for seamless collaboration.
Slash Commands in Slack to enable quick actions: Status Update: Change the status of an order or task directly. Add Comment: Append comments to tasks or orders, simplifying feedback. Acceptance Criteria
Slack Connection: Users can successfully connect Agency Handy to their Slack workspace. Channel Creation: Channels are automatically generated for each client and a general notifications channel for internal updates. Notification Delivery: All specified notifications are delivered in the correct Slack channels without delays. Slack Commands: Users can update status and add comments directly from Slack. Non-Functional Requirements
Security: Ensure secure authentication between Agency Handy and Slack workspaces. Performance: Notifications should be delivered in real-time without delay. Scalability: Support multiple Slack workspaces for organizations managing multiple client workspaces.
Missing channel info in Slack notification - 
AgencyHandy
Slack