How to Configure Slack Summaries

Overview

Deliver automated competitive intelligence summaries to your team's Slack channels.

Caption: Set a channel and frequency, and Steve posts competitor digests automatically.

Prerequisites

• Slack workspace connected to Steve
• Channel access permissions

Access Slack Settings

Navigate to your project and click Slack Settings in sidebar.

Configure Summary Delivery

Step 1: Select Channel

Choose which Slack channel receives summaries.

Step 2: Set Frequency

Choose delivery schedule:

• Daily - Every morning at 9 AM
• Weekly - Monday mornings
• Bi-weekly - Every other Monday
• Monthly - First Monday of month

Step 3: Choose Content

Select what to include:

• Competitor news - Recent announcements
• Battle card updates - New cards generated
• Research insights - Key findings
• Market trends - Industry analysis

Step 4: Customize Format

Set summary style:

• Brief - Key points only
• Standard - Balanced detail
• Detailed - Comprehensive analysis

Test Summary

Click Send Test to preview in Slack.

Save Configuration

Click Save Settings to activate automated summaries.

Manage Summaries

Pause Summaries

Toggle Active switch to pause delivery.

Update Settings

Return to Slack Settings anytime to modify:

• Channel
• Frequency
• Content
• Format

View History

See past summaries under Delivery History.

Expected Outcome

✅ Automated Slack summaries configured ✅ Team receives regular competitive updates ✅ Delivery customized to team needs

Troubleshooting

Summaries not appearing?

• Verify channel permissions
• Check Active toggle is on
• Confirm Slack integration status

Wrong channel?

• Update channel in settings
• Summaries redirect on next delivery

Next Steps

• Integrate Slack - Initial setup
• Generate News Summaries - Manual summaries