OtisDocs

Team tools

Slack

Connect your Slack workspace so that Otis posts insights and the daily briefing to your channels, and answers questions in Slack.

With Slack connected, Otis posts to your team's channels and answers questions in Slack. Connecting Slack is optional. Insights also appear in the Otis app, and the daily briefing is sent only in Slack.

Otis does three things in Slack:

  • Insights. Otis posts each new insight to the channel you choose when the insight is published. You can reply in the insight's thread to ask Otis about it.
  • The daily briefing. Otis posts the team briefing to a channel each morning, and can send you a personal briefing as a direct message. Briefings describes what a briefing contains.
  • Chat. You can ask Otis about your product in Slack, as you can in the Otis app and through the MCP server.

Connecting Slack

  1. A team admin connects your Slack workspace in the team's settings.
  2. A project admin chooses what Otis posts. On the Integrations tab of the project's settings, you choose whether Otis posts insights, whether it posts the team briefing, and which channels it uses. By default the briefing goes to the channel that receives your insights.
  3. Each member links their own account by running /otis signin in Slack. Otis then has your full context when you ask it something in Slack, including your role, your focus and your personal guidelines. A personal briefing needs this link too.

The briefing arrives at about 7 a.m. in your project's time zone, which is set on the General tab of the project's settings. Customization lists every delivery setting.

Visibility in Slack

Everyone in a channel that receives insights sees them, whether or not they belong to your Otis team. Choose the channel with that in mind.

Insights that Otis produces from imported history aren't posted to Slack and don't appear in the briefing.

Settings outside Slack

The settings that shape what Otis writes, such as your team's guidelines and the numbers it watches, are set in the Otis app, in a chat or in the project's settings. Customization lists where each control is set.

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