Zentrik + Slack

@Zentrik is a shared teammate for a Zentrik workspace. Mention it in a channel or send it a direct message to connect a live conversation with existing product context, preserve a useful thread as a Discovery signal, or prepare an idea or opportunity for review.

Answers are grounded in the connected Zentrik workspace. Creating an idea or opportunity requires Create, and changing one known Idea's status requires Change status. A draft alone does not change the product record.

• You need permission to install apps in the Slack workspace, or an admin who can approve the install.
• Decide which Zentrik workspace the Slack workspace should use. One Slack workspace connects to one Zentrik workspace per environment.
• The installer becomes the default acting member. @Zentrik follows that member's Zentrik permissions while recording the actual Slack requester in its audit trail.

1. In Zentrik, open Settings → Integrations → Slack.
2. Choose Add to Slack.
3. Review the Slack permissions and approve the workspace.
4. Return to Zentrik and confirm the connection shows Connected.
5. Invite @Zentrik to a test channel, mention it, and ask a small question about the connected workspace.

Reconnect from the same page if the app is removed, its token is revoked, or Zentrik reports that authorization needs attention.

After Slack is connected, share this note in the channel where your team will use Zentrik. The formatted @Zentrik is intentional so the app is not mentioned until someone is ready to demonstrate the flow.

*How to use `@Zentrik` in this channel*

`@Zentrik` connects our conversations to the product context, customer evidence, and existing product work in Zentrik.

Mention it when you want to:

- Find existing evidence: `@Zentrik what do we already know about onboarding friction?`
- Save useful context: `@Zentrik capture this thread as a signal. It describes a customer request.`
- Prepare product work: `@Zentrik draft an idea from this discussion for [target user and problem].`
- Check existing work: `@Zentrik do we already have an idea or initiative for this?`

When bringing in new context, include the customer or account, product area, source or date, and whether it is a request, bug, objection, workflow, or decision.

`@Zentrik` shows the evidence behind its answer and asks for confirmation before creating a new idea or opportunity.

The formatted `@Zentrik` is intentional. It keeps this presentation message from invoking the app. When you are ready to demonstrate the flow, replace it with the Zentrik app mention from Slack's suggestions in a new message.

For a first demo, try:
`@Zentrik what product context do we already have for [product or problem]?`

To demonstrate a sample, copy one into a new Slack message, replace its formatted @Zentrik with the app mention from Slack's suggestions, and send it. Keep the examples in a thread when the question depends on earlier messages.

Choose the outcome you need, then copy that prompt into a channel where @Zentrik has been invited or use it in a direct message:

• Find customer evidence: @Zentrik what customer evidence mentions onboarding friction?
• Check for existing work: @Zentrik do we already have an idea for this?
• Save a useful discussion: @Zentrik capture this thread as a signal
• Prepare an idea for review: @Zentrik create an idea from this discussion
• Ask what to build next: @Zentrik what should we build next based on recent evidence?
• Review a specific idea: @Zentrik summarize the evidence around IDEA-42
• Advance a known idea: @Zentrik change IDEA-42 to [exact workspace status]

Replace the example topic or record id with something from your connected Zentrik workspace.

Ask from product context

Mention @Zentrik in a channel or message it directly. Ask a focused question such as “What evidence do we have about onboarding friction?” or reference a Zentrik record such as IDEA-42.

Capture evidence

Ask @Zentrik to capture the useful message or thread. It creates a Discovery signal with the Slack context needed for later synthesis.

Prepare a product next step

Ask it to draft an idea or opportunity. Review the proposed title and description, then choose Create or Cancel in Slack. Nothing is persisted until a person confirms it.

For one known Idea, ask for an exact workspace status. Review the current and requested status, then choose Change status or Cancel. Promotion and broader edits stay in Zentrik.

• @Zentrik responds to explicit mentions and direct messages. It does not continuously monitor channels.
• It can only read conversations in channels where the app has been invited.
• Answers come from the connected Zentrik workspace. Sparse workspace evidence will produce limited answers.
• Slack supports thread capture, review-gated idea or opportunity creation, and a review-gated status change for one known Idea. Use Zentrik for promotion, broader edits, and deletions.
• Capture product-relevant customer context. Avoid capturing private conversation or internal noise that does not belong in the shared product record.

• Ask one product question at a time.
• Name the relevant product, account, or customer when it would remove ambiguity.
• Use a thread when the request depends on several messages of context.
• When capturing a thread, say what it represents: a bug, request, objection, workflow, or decision.
• For idea drafts, include the target user, their problem, and the desired outcome.
• Review the proposed title and description before choosing Create. Choose Cancel if the product record needs more work.

• Zentrik uses Slack authorization and never asks for or stores individual Slack passwords.
• @Zentrik can only answer from Zentrik data the acting workspace member is allowed to access.
• The bot needs to be present in a channel before it can read and answer there. Private-channel thread context also depends on the approved private-history permission for that Slack app.
• Thread capture and confirmed creates or status changes are recorded so workspace admins can trace what happened.
• Disconnecting Slack stops new access. Product records already created in Zentrik remain until your team removes them through normal product controls.