Happeo Bot for Slack

🎯 Who this article is for: This article is for admins and channel owners or editors who want to share Happeo channel content directly in Slack.

💼 Package requirements: The bot for Slack integration is available to all packages.

🔒 Permissions: Enabling the integration across your organization requires a Happeo admin and a Slack workspace admin. Connecting individual channels requires channel owner or editor permissions.

1. Overview

The Happeo bot for Slack brings your intranet content into Slack automatically. When a post, article, or announcement is published in a Happeo channel, it is pushed directly to the connected Slack channel so your team catches it in the flow of their day.

This is especially useful for keeping distributed teams aligned. Updates reach people where they already are, giving intranet content an extra layer of visibility across the tools your organization runs on.

2. Use cases

The bot for Slack works well across a range of team workflows. Here are a few ways organizations put it to use.

• Company-wide announcements: HR publishes a policy update to a Happeo channel, and it is automatically pushed to the all-company Slack channel. Everyone sees it in their workflow, and the authoritative version stays on the intranet where it can be found and searched later.
• Team-specific updates: The product team connects their Happeo product channel to the #product Slack channel, so release notes and updates appear automatically. New hires joining mid-sprint see updates in context without needing to ask where things are posted.
• Reducing repeat questions: When key content reaches people directly in Slack, they spend less time chasing down information or asking colleagues to repeat themselves. Your intranet stays active, and Slack stays organized.

3. Before you begin

Before connecting a channel, confirm the following:

• A Happeo admin has already enabled the Slack integration at the organization level (see Section 4 below).
• You have owner or editor permissions on the Happeo channel you want to connect.
• You have access to the Slack channel you want to receive updates.
• For private Slack channels, you need to add the @Happeo app as a member of that channel before connecting it.

⚠️ Important: Your Happeo environment can only be integrated into a single Slack workspace.

4. How to enable the bot for Slack (Admins)

A Happeo admin must enable the Slack integration before channel owners and editors can connect their channels. You will need both a Happeo admin account and a Slack workspace admin account to complete this step.

1. Click your avatar and navigate to the Admin Panel and select Integrations.
2. Click Install next to the bot for Slack.
3. Follow the prompts to enable the Happeo bot in your Slack workspace.

⚠️ Important: If a Slack channel has restricted posting settings, the Happeo bot must be granted posting privileges to send updates to that channel.

5. How to connect a channel to Slack

Once the admin has enabled the integration, channel owners and editors can connect their Happeo channels to Slack. Each channel can be connected to one Slack channel.

Connect a public Slack channel

1. Open the Happeo channel you want to connect.
2. Open the channel Settings from the Channel Menu in the top right.
3. Scroll to the Integrations section and copy the Slack command (e.g. /happeo connect 123).
4. Open the Slack channel you want to connect and paste the command in the chat box.
5. Follow the provided link to confirm the connection.

Connect a private Slack channel

Private Slack channels require one additional step before following the standard process above.

1. In the private Slack channel, add @Happeo as a member of the channel.
2. Follow the same steps as for a public Slack channel above.

6. How to disconnect a channel from Slack

To stop a Happeo channel from sending updates to Slack, disconnect it using a Slack command and toggle off the integration in Happeo.

1. Open the Slack channel you want to disconnect and run the command /happeo disconnect 123 in the chat box (using the same number as the connect command for that channel — see section 5).
2. In Happeo, open the Channel Settings → Integrations and toggle off the Slack integration.

🗒 Note: Both steps are required. Toggling off the integration in Happeo without running the Slack command, or vice versa, may leave the connection in an inconsistent state.

7. How to remove the bot for Slack from a channel

To fully remove the Happeo bot from a Slack channel, a Slack admin can run the following command in that channel: 

/remove @happeo

8. What gets pushed to Slack

The content that appears in Slack depends on whether the original post is a post, article, or announcement. Here is what to expect for each.

Posts

• The first image in the post is pulled through.
• The full text is sent. Slack automatically adds Show more and Show less buttons for longer posts.
• Full URLs (e.g. app.happeo.com) are pulled through. Hyperlinked text appears as plain text in Slack.

Articles

• The header image, title, and subheader are pulled through.
• Inline images within the article body are not included.
• Slack displays a Read more link so users can open the full article in Happeo.

Announcements

• The first image is pulled through.
• Only around one-third of the text is shown, regardless of length. This encourages users to open the full announcement in Happeo and mark it as read.
• Full URLs are pulled through. Hyperlinked text appears as plain text.

A note on images

Images in Slack notifications follow specific rules:

• If an article has a header image and no other images, the header image appears in the Slack notification.
• If an article has both a header image and inline images, only the inline images appear. Header and inline images cannot coexist in a Slack notification.

You can also set an expiration date for images in Slack notifications. To do this:

1. Navigate to the Admin Panel → Integrations.
2. Click the settings icon next to the bot for Slack toggle.
3. Set your preferred expiration date.

9. Best practices

A few habits will help keep your Slack integration useful over time.

• Restrict posting in connected Slack channels: When the Happeo bot is active in a channel, consider limiting who can post there directly. This keeps the channel clean and points users back to Happeo when they want to engage, comment, or search for related content.
• Match channels intentionally: Connect Happeo channels to the Slack channels where the same audience already gathers. An HR channel on Happeo is most useful when connected to the Slack channel your HR team actually monitors.
• Use branded notifications (optional): If you want the Happeo bot to appear under a custom name or icon in Slack, this can be configured. See the related article on branded Slack bot notifications for guidance.

10. Frequently asked questions

Can I connect Happeo to more than one Slack workspace?

No. A Happeo environment can only be integrated with a single Slack workspace.

Can I connect one Happeo channel to multiple Slack channels?

No. Each Happeo channel connects to one Slack channel. If you need updates to reach multiple Slack channels, consider duplicating the content across multiple Happeo channels, or posting directly in Slack.

How do I set up branded notifications for the Happeo bot?

You can customize the name and icon of the Happeo bot notifications in Slack. 

🔎 See the related article on company branding for step-by-step guidance.

11. Troubleshooting

Why isn't the Happeo bot posting to my Slack channel?

The most common reason is that the Slack channel has restricted posting settings and the Happeo bot has not been granted posting privileges. A Slack admin will need to grant the bot the necessary permissions in that channel.

Why can I not see the Slack integration option in channel settings?

The Slack integration must be enabled at the organization level by a Happeo admin before it appears in individual channel settings. Ask your admin to enable it from Admin Panel > Integrations.