Loops in Slack

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Slack is where most of your team will see a loop for the first time. Loop results land in the channel where your team’s work is already discussed, allowing them to react and ask questions in the thread. Nobody needs to learn a new app.

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Setting up Slack

Slack is an Organization app: it’s set up once for the whole Organization and works in every loop, in My loops and in spaces. See Connections.

• Installed once, for everyone. A Slack admin authorizes Songbird for the workspace, so individual people don’t need to connect their own Slack accounts.
• One Slack workspace per Organization. Each Songbird Organization connects to a single Slack workspace.
• Add Songbird to channels. A loop can post in channels the Songbird app has been added to. Slack event triggers also only see public channels Songbird has been added to.

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What a post looks like

Each loop has a presentation that decides how its results read in Slack. Pick the format that fits what the loop produces. A post can also have one thread reply with supporting detail that would crowd the main post, such as the full account timeline behind a renewal card. The presentation section includes writing instructions: what to lead with, what to include or leave out, tone, and length. For example, “Lead with the count of new signups. One card per signup, hottest first. Never show record IDs.” To change how a post reads, ask the Songbird agent (“make the cards shorter” or “put the deal stage in the subtitle”). Changing the presentation never changes what the loop does. It can arrange, shorten, and format results, but it can’t do new research or write to your systems.

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Talking to Songbird in the thread

Every loop post is the start of a conversation. This is how a loop gets sharper over time. The people closest to the work add their judgment in the place they already talk about it, and that judgment becomes part of the loop instead of being lost in a thread.

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Running a loop from Slack

Ask Songbird in Slack to run a loop, and it starts an on-demand run. The results post to the loop’s destination channel as usual. See Triggers.

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Who can see and do what

Everyone in the channel a loop posts to can read its results and open the loop in Songbird to view how it works. Only people who can edit the loop can ask Songbird to change it. People in the channel who aren’t editors can duplicate the loop into their own My loops to build a variation. See Spaces and teamwork. When you add someone to the channel, they can view the loop. When you remove them, they can’t. Slack channel membership is the boundary, so there’s no separate list to maintain.

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Common questions