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Support Center / Workpaper Agent / Communication
Connect Slack Threads to Workpaper Agent so workbook conversations can sync between Truewind and Slack.
Step 1
Start in Connections so you can authorize Slack before linking workbook threads.
Step 2
Use the Agents connection area to manage apps that connect to Workpaper Agent.
Step 3
Start the Slack connection flow for syncing Workpaper Agent threads.
Step 4
Enter or confirm the Slack workspace that should receive the Workpaper Agent thread link.
Step 5
Approve the requested Slack permissions so Truewind can create and sync the thread connection.
Step 6
Return to Workpaper Agent and open the workbook or template where you want Slack collaboration.
Step 7
Use Threads to manage the workbook conversation and connected Slack thread.
Step 8
Start the link workflow when you are ready to connect this workbook thread to Slack.
Step 9
Select the command that creates a Slack link for the current thread.
Step 10
Generate the Slack thread link for the current workbook conversation.
Step 11
Copy the generated link so it can be shared in the intended Slack channel.
Step 12
Paste the link into Slack; the workbook link and thread sync should appear in the channel.
Step 13
Add a message from Workpaper Agent Threads to confirm the conversation syncs to Slack.
Step 14
Check Slack to confirm the Workpaper Agent message appears in the linked thread.
Step 15
Return to Workpaper Agent and open the synced thread messages.
Step 16
Add the selected thread attachment to Chat when the agent should use that file as context.
Step 17
Switch to Chat to review the context that was added from the thread.
Step 18
Confirm the attachment appears in Chat before prompting the agent to process it.
Step 19
Enter the prompt the agent should use with the added thread attachment.
Step 20
Add a synced thread message when the agent needs that message as additional context.
Step 21
Return to Chat after adding the Slack message context.
Step 22
Prompt the agent again so it can use the newly added thread message.
Step 23
Use the Slack entry point in Threads when you need to jump back to the linked Slack conversation.
Slack Threads connects Workpaper Agent conversations with Slack so teams can collaborate on workbook context without leaving their preferred channel. After the Slack link is created and shared, messages sync between the Workpaper Agent thread and the linked Slack thread.
Create the Slack link from the correct workbook, paste it into the intended Slack channel, and add only the thread messages or attachments the agent should use as prompt context.
Slack Threads syncs messages between Workpaper Agent Threads and the linked Slack thread so collaborators can follow the same workbook conversation in either place.
Yes. You can add a Slack thread message or attachment to Chat so the agent can use it as context for a prompt.
A workspace admin or authorized Slack user must approve the Slack connection before threads can sync.
Create and share the Slack link from the relevant Workpaper Agent workbook so messages sync to the right thread.
Confirm the link was copied from Threads and pasted into the intended Slack channel.
Open the synced thread messages and use Add to Chat for the specific message or attachment before prompting the agent.
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