1. Access the Dashboard
In the main menu, navigate to the Integrations section. This is the command center where you will manage all your active connections.
2. Automation Management
Once inside Integrations, select the Automations tab. Here, you can view your current workflows or create new custom solutions.
3. Create a New Automation
Click the "New Automation" button. This step will open the setup wizard to define the source and destination of your information.
4. Trigger Configuration
The first critical step is selecting the Trigger:
Choose the application you wish to retrieve information from (e.g., a CRM, a web form, or an e-commerce store).
Define the specific event that will activate the data transfer.
5. Define the Action in Slack
After configuring the data source, it is time to set the destination:
In the next step, select "Add an action".
Use the search bar or the dropdown menu to locate the Slack application.
Next, choose the specific action you want to occur in Slack (e.g., "Send a message to a public channel" or "Direct notification"). Here, you can map the fields received from the trigger so the message arrives with the exact format and information your team nee
6. Completing the Configuration
Setup
To activate your automation, the final step is to establish a secure connection between Darwin AI and your Slack workspace.
In the "Connect your Slack account" section, assign an identifying name to this connection within the platform. This allows you to manage multiple accounts in an organized manner if necessary.
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Success Confirmation
If the process was completed correctly, the system will display a "Connection successfully established" notification. From this moment on, your automation will be ready to send real-time information to your selected channels.
