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How To Request A New Task from within Slack


This feature is only available with our WhiteLabel Add-On (previously included in Agency, Scale, and Accelerate).

If you’d like it enabled on your account, reach out to our Customer Service team, and they’ll be happy to assist you!


If you've integrated your Automation Agency account with your Slack account you can quickly and easily create new task requests without leaving slack.


Option 1: Direct Message Alvin


Step 1. Open a DM with @Alvin   

Step 1a. We recommend you that favourite Alvin so he's always easy to access

Step 2. Type "new task" or "create task"

Step 3. Pick the Type of Hero you need (aka Task Type) and click Next

Step 4. Type out the Summary and Task Description

Step 5. Once ready to send the task click "Send"

Step 6. If the task was successful Alvin will post a link to the task in the DM channel

Step 7. If you wish to upgrade the task to Priority click on "Yes, Please!"


Option 2: Tag Alvin From Within A Channel


Step 1. Invite @Alvin to a public or private channel

Step 2. Type "@alvin new task" or "@alvin create task"

Step 3. Follow the steps above from Step 3.


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