Set Up AI Agent Notifications for Slack and Microsoft Teams

TL;DR

Space admins can set up an AI Agent to send notifications to Slack and Microsoft Teams channels using connected accounts. After you add a Send Slack message or Send Microsoft Teams message action, authenticate the account, add instructions, choose the work item, and save. The agent then uses the work item context to compose and send the message, includes a link back to Wrike, and logs the delivery status or any errors in the activity log.

• 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 an 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.

5. A Slack account is added and you can select the account.

6. Enter or review the action instructions for the message 9.
7. Select the work item where the agent will take context from 10.
8. Save the action 11.

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.

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 an 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. Enter or review the action instructions for the message 9.
7. Select the work item where the agent should act 10.
8. Save the action 11.

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

Each message can include a link back to Wrike through a Go to Wrike button.

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?

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