How to Configure Slack Summaries

Set up automated competitive intelligence summaries delivered to Slack

November 22, 2025

Steve Documentation Team

slackintegrationsummaries

Overview

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

Prerequisites

Slack workspace connected to Steve
Channel access permissions

Access Slack Settings

Navigate to your project and click Slack Settings in sidebar.

TODO: Screenshot of project sidebar with Slack Settings option

Caption: Slack Settings navigation

Configure Summary Delivery

Step 1: Select Channel

Choose which Slack channel receives summaries.

TODO: Screenshot of Slack Settings page with channel selector dropdown

Caption: Channel selection for summary delivery

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

TODO: Screenshot showing frequency selector with daily, weekly, bi-weekly, monthly options

Caption: Summary frequency configuration

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

TODO: Screenshot of content type checkboxes for summary customization

Caption: Summary content configuration options

Step 4: Customize Format

Set summary style:

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

TODO: Screenshot showing summary format options

Caption: Format selection for summaries

Test Summary

Click Send Test to preview in Slack.

TODO: Screenshot of Test Summary button and example summary in Slack

Caption: Test summary being sent to Slack channel

Save Configuration

Click Save Settings to activate automated summaries.

TODO: Screenshot showing Save Settings button and confirmation

Caption: Saving Slack summary configuration

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.

TODO: Screenshot of summary delivery history with dates and status

Caption: Slack summary 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

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