How does the PI Perform integration with Slack work?

In addition to timely notifications from PI Perform to Slack, you can also create tasks and updated agendas from Slack to PI Perform.

Teams who have adopted Slack often have more than just DMs about lunch or a dog gif in their #random channel. But even with all it’s qualities, there are times when tasks, topics, and accountability get missed in the flow of messages.

PI Perform leverages Slack’s robust API to create a meeting agenda from Slack channels, to provide timely and customizable notifications, and even to capture and assign action items using our slash-command ( /perform ).

How to connect Perform to Slack

It all starts by connecting Slack from the integrations page).

Once you’ve authenticated your integration, it’s time to head to Slack.

1. Type a forward slash / in any Slack channel or DM to bring up the command menu.

2. Then search for your integration by typing “perform.”

3. Simply selecting /perform will bring up our help text, calling out our two most common commands for creating new Discussion Topics and new Action Items without leaving Slack.

How to modify Slack notifications from PI Perform

Customize when you’d like to be notified on Slack in your notification settings (linked here).

  • when you’re an assigned action item
  • when an action item is past due
  • when an action item you assigned has been marked completed
  • agendas for upcoming meetings (based on our Calendar Integration).

You can even respond to a notification about an action item by marking the item as complete from within Slack.

Additional support

  • How does the PI Perform Teams Integration Work?
  • What permissions are requested by the PI Perform Slack integration?
  • How does PI Perform’s Asana Integration Work?
  • What is Meeting Mode in PI Perform?
  • What’s on your PI Perform Home page?

Do you still need support? Contact us here.

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