Set Up AI Agent Notifications for Slack and Microsoft Teams

TL;DR

Space admins can configure AI Agents to send Slack and Microsoft Teams updates using work item context and instructions. Add a notification action, connect your account, choose the destination, and save. Messages link back to the Wrike work item, and delivery status or errors appear in the activity log. Teams require ChatMessage.Send permission and may need reconnection or admin approval.

• Overview
• How to Set Up AI Agent to Notify in Slack
  • Before you start
  • How to add a Slack notification action
  • What happens after the action runs
• How to Set Up AI Agent to Notify in Microsoft Teams
  • Before you start
  • How to add a Microsoft Teams notification action
  • What happens after the action runs
• What’s Next?

Overview

AI Agent can post updates to Slack and Microsoft Teams channels, so your team can stay informed without leaving the tools they already use. In this article, we’ll show you how to set up notification actions for both integrations.

Use these actions when you want your agent to send a message to a channel based on work item context and its instructions.

How to Set Up AI Agent to Notify in Slack

Space admins can add a Slack notification action to an AI Agent.

Before you start

Make sure you:

• have permission to manage the AI Agent in your space.
• have access to the Slack workspace and channel you want to use.
• can authenticate the Slack workspace connection.

How to add a Slack notification action

1. Open the space where your AI Agent is set up.
2. Open the agent you want to edit.
3. Go to the agent’s Actions section.

4. Click + Action 1.

   

5. Configure details:

   1. Under Select action 2, choose Send Slack message 3.

      

   2. Click on Select account 4 to connect your Slack account. If you’ve already added an account, select the account ID or if you’re trying for the first time, click Connect Slack 5.
   3. Sign in to your Slack workspace 6.
   4. Review the app permissions 7, and click Allow 8.
6. A Slack account is added and you can select the account.
7. Select the work item where the agent will take context from 9.
8. Save the action 10.

The agent uses work item context and action instructions to compose the message.

What happens after the action runs

When the agent triggers and sends the message:

• The message appears in the selected Slack channel.
• The message includes a link back to the related Wrike work item.
• The activity log shows the delivery status and channel name.

If Slack returns an error, such as expired authentication, an archived channel, or rate limiting, the AI agent logs the failure in the activity log with error details.

How to Set Up AI Agent to Notify in Microsoft Teams

Space admins can add a Microsoft Teams notification action to an AI Agent.

Before you start

Make sure you:

• have permission to manage the AI Agent in your space.
• have access to the Microsoft Teams team and channel you want to use.
• can authenticate your Microsoft Teams account.
• have the ChatMessage.Send permission. Previously connected accounts may need to reconnect or receive admin consent for this permission.

How to add a Microsoft Teams notification action

1. Open the space where your AI Agent is set up.
2. Open the agent you want to edit.
3. Go to the agent’s Actions section.

4. Click + Action 1.

   

5. Configure details:

   1. Under Select action 2, choose Send Microsoft Teams message 3.

      

   2. Click on Select account 4 to authenticate your team's account. If you’ve already added an account, select the account ID or if you’re trying for the first time, click Connect Microsoft Teams 5.

   3. Sign in to your workspace by providing your details 6.

      

   4. Review the app permissions 7, and click Accept 8.
   5. Teams account is added and you can select the account.
   6. You can Select action location 9, add Context 10, and add Filters 11 for the agent’s action.
   7. Enter or review the action instructions for the message 12.
   8. Click Add Microsoft Teams channel 13.
   9. Use the search bar 14 to find teams and chats.

   10. Select the Microsoft Teams channel under respective team and/or chat, where you want to send the message 15.

       Note

       To identify people, choose the method that fits your goal: enter Microsoft Teams usernames in this menu to send them a direct 1:1 message, select Wrike usernames from the @ menu to mention them in the text, or use work item roles (like "author" or "assignee") directly inside your instruction prompt (e.g., "Send to task assignee").

6. Save the action.

   

The AI agent uses its reasoning and the work item context to compose the message.

What happens after the action runs

When the AI agent determines that a Teams post is needed and the action runs:

• The message appears in the selected channel.
• The message includes a link back to the related Wrike work item.
• The activity log shows the delivery status and channel name.

If the message can’t be delivered, the activity log shows the failure details.

What’s Next?

• Build an AI Agent in Chat