How to connect Slack to Slateo

A step-by-step guide to linking your Slack workspace, creating follow-ups without leaving a conversation, and using Note Taker during meetings.

1

Link your Slack workspace

Connect your Slack workspace from your account settings. If your team spans multiple workspaces, pick the right one from the account selector.

2

Confirm the connection

Once Slack confirms the link, you'll see a confirmation screen letting you know the integration is ready to use.

3

Create a tasklet from a Slack message

Turn a quick ask in a Slack conversation into a tasklet without switching to Slateo first, so it doesn't get buried in a channel.

4

Use Note Taker during meetings

Open Note Taker for a lightweight, session-based way to capture notes during meetings or calls, ready to turn into action items afterward.

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