Connect Accord to Slack

Table of Contents

1. What is the Accord Slack Integration?
2. Prerequisites & Permissions
3. Connect and Configure Slack (Admins only)
4. How Slack Notifications Work
5. Using Slack with Accord
6. Building Custom Slack Actions (Admins only)
7. Privacy and Data 
8. Troubleshooting

What is the Accord Slack Integration?

Sales teams have plenty of tools but more often than not, the work itself happens in conversation.

Accord's Slack notifications used to post every update to one channel, the same for everyone, and nothing in them could be acted on. To find out what changed, or to do anything about it, you had to open Accord.

The newly updated Accord Slack Integration sends each person the updates they choose. Your Point Person decides which updates post to an Accord's Slack channel. Everyone on your team picks which notifications reach them as Slack direct messages (alongside email and in-app notifications).

When a deal has no Slack channel, updates still reach the right people by DM.

You can also work on your Accords directly from Slack. Ask @accord to "catch me up on a deal", "find the SOC 2 report", or add a suggested next step from the deal channel in a single click.

Prerequisites & Permissions

• Paid Slack Plan: The agentic Slack integration requires a paid Slack plan to use all functionality. On free plans, mention @accord in a connected channel or in a direct message with the Accord app instead.
• Admin rights in Accord: Connecting Slack requires permission to manage workspace settings. Workspace admins have it by default, and an admin can give it to a custom role 
• Slack approval: Depending on your Slack security settings, a Slack administrator may need to approve the Accord app.
• Matching email addresses: Accord links each team member to their Slack account by matching their Accord email to their Slack email. When the two differ, an admin can link them by hand in the Accord integration settings.
  
  

Connect and Configure Slack (Admins only)

Connecting Slack

To connect Slack:

1. Navigate to Settings → Integrations.
2. Click Connect next to Slack.
3. Review the permissions Slack requests and click Allow. You'll return to the Integrations page, where a message confirms whether the connection worked.

Reconnecting Slack

Slack grants new permissions only when you reinstall its app. If your workspace connected Slack before this update (Nov 2026), the Slack settings page shows a Reconnect prompt. Until you reconnect, direct messages reach only team members who are already linked to Slack, and @accord doesn't respond.

To reconnect Slack:

1. Navigate to Settings → Integrations.
2. Click Manage next to Slack.
3. Click Reconnect and approve the request in Slack.

Some users report having to navigate to Integrations > Requests, and approving from there. If you see Accord under requests, click the three dots > Approve > then Approve on the App approval modal. 

Linking Team Members to Slack

The first time Accord messages a team member, it finds their Slack account by email. When someone's Accord and Slack emails don't match, an admin links them from the Slack members section.

To link a team member to Slack:

1. Navigate to Settings → Integrations and click Manage next to Slack.
2. Scroll to Slack members.
3. Find the team member and select their Slack account from the dropdown.

Each team member shows how they were linked: Matched by email, Linked by the team member, or Linked by an admin. To remove a link, unlink the team member from the same list. Unlinking a team member keeps them unlinked until an admin links them again. Accord won't re-match them by email, and they can't link themselves.

How Slack Notifications Work

Channel Posts

When an Accord is connected to a Slack channel, Accord can post these updates:

• A step changes, such as a new owner or a completed step
• Someone comments on a step or task, including internal comments when Internal Step Updates is on
• Someone reacts to a comment
• A customer or team member is invited, or accepts their invitation
• A customer signs in to the Accord
• A customer views a resource

The Accord's Point Person decides which of these notifications are sent to channels, from the Slack channel column on their Notifications page. If an Accord has no Point Person, all of them are sent.

Note: Repeat sign-ins by the same customer post at most once every four hours.

Direct Messages

Accord sends notifications as a direct message when it doesn't post to a channel: the Accord has no linked channel, or the Point Person or an admin switched that update off for channels.

Team members who follow the Accord get the DM if they've turned that update on for Slack. Step owners get DMs about their own steps even when the update also posts to a channel.

Two updates are only ever sent by DM, never to a channel:

• Someone @mentions me: a DM when a team member mentions you in a comment.
• A Step I'm an Owner of is due soon: one DM each morning at 7am in your timezone, listing your steps due yesterday, today, or in the next three days.

By default, DMs are on for updates to steps you own, comments, mentions, and due-soon steps. Updates about the whole Accord start off, so nobody is flooded on day one. You'll find DMs in the Accord app's Messages tab in Slack.

The person who made a change never gets a DM about it. Customers and deactivated users never get DMs.

Using Slack with Accord

Connecting an Accord to a Slack Channel

To connect an Accord from Accord:

1. Navigate to an Accord.
2. Select ⋮ in the top-right corner and click Edit Details.
3. Select the channel in the Slack Channels dropdown.

To connect an Accord from Slack:

1. Open the Slack channel.
2. Enter /accord follow [accord link], using the Accord's URL.

To disconnect from Slack, enter /accord unfollow [accord link] in the channel.

Note: For a private channel, invite the app first with /invite @Accord.

Choosing Your Slack Notifications

Once your admin connects Slack, your Notifications page shows two Slack columns next to email and in-app

• Slack DM: updates sent to you as a direct message.
• Slack channel: for Accords where you're the Point Person, the updates that post to the Accord's channels.

Turn on Also send me Slack direct messages for Accords that post to a Slack channel if you want a DM even when the channel gets the update. It's off by default.

Tip: As Point Person, your Slack channel column decides what your whole channel sees. Turn off updates your team doesn't need, such as customer views, to keep the channel useful.

Asking @accord

Mention @accord in a channel connected to an Accord, in a direct message with the Accord app, or in the Slack assistant pane, and ask in plain language. For example: "How are my accords doing?", "catch me up on Acme", "what's on my plate this week", "find the SOC 2 report", or "prep me for my call with Acme".

In a connected channel, @accord uses that channel's Accord. Elsewhere, it matches the company or deal you name against your Accords. If more than one fits, it asks you to pick one and click Continue.

Some replies include buttons, such as Mark done, Move date, or Add step. Clicking one makes the change as you, with your Accord permissions. If Accord can't make the change, the reply stays open so you can fix your choice. If Accord can't confirm whether a change went through, it asks you to check the Accord before trying again.

Only an Accord's Point Person can reply to a customer discussion from Slack, and you write the reply yourself.

A paid Slack plan is required to use this functionality. 

Acting on Suggested Next Steps

After Next Best Actions suggests new steps for an Accord, Accord posts each suggestion to the Accord's Slack channels with Add Step, Dismiss, and View in Accord. If the Accord has no channel, the Point Person gets the suggestion by DM.

Building Custom Agents (Admins only)

Admins can build their own agents from within Accord

To build an agent:

1. Navigate to your Accord workspace settings
2. Create a new action, or select Start From a Template.
3. In Details, name the action.
4. In Triggers, choose what starts it: an Accord event, a schedule, or a manual run. Set a cooldown if needed. Each action can have one schedule.
5. In Run For & Delivery, choose who it runs for and whether it posts by DM or to the Accord's Slack channels.
6. In Instructions, write what the action should do, or describe your goal in the chat and Accord Intelligence drafts the triggers, delivery, instructions, and buttons for you to apply.
7. In the Simulator, try the action against a real Accord and review every message it would post.
8. In Deploy, review the summary and publish.

When a channel action runs for an Accord with no linked channel, an event-triggered run DMs the Point Person, a scheduled run skips that Accord, and Run Now DMs you.

Privacy & Data

Accord accesses your Slack workspace only to deliver the features described in this article, such as posting notifications, sending direct messages, and responding to @accord. To learn what data Accord collects, how it’s used, how long it’s kept, and how to request access to or deletion of your data, see the Accord Privacy Policy. For privacy questions, contact support@inaccord.com.

Troubleshooting

I'm not getting Slack direct messages.

Check that your account is linked (click Link Slack Account on your Notifications page) and that the update is on in the Slack DM column. If your workspace connected Slack before this update, an admin needs to click Reconnect.

"No Slack user with that email."

Your Accord and Slack emails don't match. Ask an admin to link you from Slack members.

"Unlinked by an admin. Only an admin can link them again."

An admin removed your Slack link. Only an admin can link you again.

Updates aren't posting to the Accord's channel.

Check that the Accord is connected to the channel, that the Point Person has that update on in their Slack channel column, and that an admin hasn't switched it off under channel notification settings. For a private channel, invite the app with /invite @Accord.

@accord doesn't answer.

An admin may need to reconnect Slack, or your account may not be linked. If @accord says it's busy, send your request again in a moment.

A button says to check the Accord before trying again.

Accord couldn't confirm whether the change went through. Open the Accord to check before you click again.

"Slack is busy. Try again in a minute."

Slack is limiting requests. Wait a minute, then click Try again.

Slack stopped working after someone removed the app.

Uninstalling the Accord app in Slack disconnects Slack in Accord. An admin needs to connect Slack again.

If you're having any difficulty with the Slack integration, contact support@inaccord.com.