Setting Up a Slack Connection

To automate workflows involving Slack — such as sending notifications or interacting with users — you’ll first need to create a secure connection between Noca AI and your Slack workspace.

Watch & Learn

Where to Start

1

Open the left drawer menu

2

Navigate to Flows > Connections

3

Click the “Add New” button at the top of the page

This opens a multi-step wizard to guide you through setting up your Slack connection.

Step by Step

1

Choose the App

  • In the app selection screen, locate Slack in the list of available services.
  • You may find it under the Recommended tab, but if not you can use the search box to look for it, or switch to the All tab to browse all existing services.

Click on the Slack tile to continue.

If you already have Slack connections, Noca will display them. You can:

  • View or edit existing connections
  • Or click “Create New” to start fresh

2

Authorize Slack

A Slack screen will open automatically.

It will identify you automatically (if you are logged in) and require you to give NOCA AI the permission to access your workspace.

Once you grant permissions, you’ll return to Noca to finish the setup

3

Connection Details

After authentication, provide:

  • Connection Name – Choose a clear and recognizable name
  • Description – (Optional) Add internal notes or context for later reference

 

4

Test and Save

At the bottom of the screen, you’ll find three options:

  • Test Now– (Recommended) Run a quick test to ensure the connection is valid and responsive.
  • Cancel – Exit the wizard without saving.
  • Save – Finalize the setup.

After saving, the new Slack connection will appear in your main Connections table, ready to be used in your flows.

Wizard Header Options (Always Available)

At the top of the modal throughout the wizard, you’ll find:

Back

Navigate to the previous step

Help

Opens a relevant Help Center article for the current step

X (Close)

Exit the setup process

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