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The Adapt Slack app brings AI-powered insights directly into your team’s conversations. Ask questions, get answers, and take action without leaving Slack.

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Installation

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Add to Your Workspace

1

Start installation

Go to Settings > Integrations > Slack in the Adapt web app, or click the Add to Slack button
2

Authorize

Review the permissions and click Allow to add Adapt to your workspace
3

Configure

Select which channels Adapt can access (you can change this later)

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Permissions Required

Adapt requests these Slack permissions:
PermissionWhy It’s Needed
Read messagesTo understand questions and context
Send messagesTo respond to your questions
Access filesTo analyze uploaded spreadsheets and documents
View workspace infoTo identify users and channels

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Using Adapt in Slack

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Direct Messages

Message @Adapt directly for private conversations: 
You: @Adapt What's our current MRR?

Adapt: Based on your Stripe data, your current MRR is $127,450.
That's up 8.3% from last month ($117,650).

Top contributors to growth:
• 12 new subscriptions (+$8,400)
• 3 upgrades (+$2,100)
• 2 churned accounts (-$700)

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Channel Mentions

Mention @Adapt in any channel to get insights visible to the team: 
#sales-team

Sarah: How are we tracking against Q4 targets?

@Adapt: Q4 Sales Progress (as of today):

📊 Overall: $892K / $1.2M (74.3%)
• Enterprise: $523K / $600K (87.2%) ✅
• Mid-Market: $284K / $400K (71.0%)
• SMB: $85K / $200K (42.5%) ⚠️

17 business days remaining in quarter.
Need $308K more to hit target ($18.1K/day).

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Thread Replies

Keep complex discussions organized in threads: 
Main channel: Q4 Planning Discussion

Thread:
You: @Adapt What's our biggest growth opportunity?
Adapt: Based on your data, the mid-market segment shows the highest potential...

Colleague: What about international expansion?
@Adapt: Looking at your geographic data...

You: Summarize this into action items
@Adapt: Here are the key action items from this discussion...

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Features

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File Analysis

Drop files into your conversation for instant analysis: Supported formats:
  • CSV and Excel spreadsheets
  • PDF documents
  • JSON data files
  • Images and screenshots
You: [uploads Q3_sales_data.csv]
@Adapt analyze this and find any trends

Adapt: Analysis of Q3 Sales Data:

Key findings:
1. Revenue peaked in August (+23% vs July)
2. Enterprise deals have 40% longer cycle times
3. West region outperformed by 15%
...

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Scheduled Reports

Set up automated reports delivered to Slack channels: 
You: @Adapt Every Monday at 9am, post a weekly sales summary to this channel

Adapt: ✅ Scheduled! I'll post a weekly sales summary here every Monday at 9:00 AM.

The report will include:
• Total revenue vs target
• Top deals closed
• Pipeline changes
• Rep performance highlights

Want me to adjust what's included?

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Quick Actions

Adapt can take actions directly from Slack: 
You: @Adapt Draft a follow-up email to Acme Corp about their renewal

Adapt: Here's a draft follow-up email:

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Subject: Acme Corp Renewal - Next Steps

Hi [Contact],

I wanted to follow up on your upcoming renewal on [date].
Based on your usage over the past year...
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Want me to adjust the tone or add anything specific?

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Best Practices

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When to Use Slack vs Web App

Use Slack when…Use the web app when…
Quick questionsDeep analysis sessions
Team discussionsComplex multi-step tasks
Sharing insights publiclyPrivate research
Getting notifiedManaging integrations

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Tips for Better Responses

“Check HubSpot for…” or “Look at our Snowflake data for…”
“Last week”, “Q4 2024”, “Past 30 days”
“Show me a table”, “Summarize in bullet points”, “Create a chart”
Keep related questions in the same thread to maintain context

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Channel Configuration

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Adding Adapt to Channels

Invite Adapt to channels where you want it available:
  1. Go to the channel
  2. Type /invite @Adapt
  3. Adapt can now respond to mentions in that channel

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Restricting Access

Control which channels Adapt can access:
  1. Go to Settings > Integrations > Slack in the web app
  2. Select Manage Channels
  3. Choose allowed or blocked channels

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Troubleshooting

  • Make sure Adapt is invited to the channel
  • Check that you’re mentioning @Adapt correctly
  • Verify the Slack integration is connected in Settings
  • Ensure the relevant integration is set up (e.g., Snowflake, HubSpot)
  • Check your organization’s permissions
  • Complex queries take longer to process
  • Large file uploads require more analysis time

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Next Steps

Set Up Integrations

Connect data sources for richer Slack responses

Scheduled Tasks

Automate reports to Slack channels