Context in SlackYour workspace's agents in Slack

Ask your agents where you already talk

Mention Context in a Slack channel and it works the task in your workspace, with your files and your permissions, and brings the result back to the thread.

Tested end to end against a Slack test workspace, ready for your first install. Talk to us

Ask in the channel

Mention Context in a bound channel and the workspace's agent picks up the task, answering in the thread.

Get the files back in the thread

The writeup and the numbers come back as links to files the task wrote in your workspace's Drive.

Decide before anything leaves

A step that leaves the thread waits for the person who asked or a channel owner to approve it.

Work the task from the thread

The ask, the progress and the result stay in the Slack thread where the work was discussed.

Thread
#ic-review
Katrin Werner8:30 AM

@Context compile the Q2-to-date attribution package for Friday's IC. Writeup plus the underlying numbers in one place.

1 reply
ContextAPP8:30 AM

Pulling the Q2 attribution rows and the factor scorecards now; the writeup and the numbers come back here as one package.

Context is working on it
Thread
#ic-review
Katrin Werner8:30 AM

@Context compile the Q2-to-date attribution package for Friday's IC. Writeup plus the underlying numbers in one place.

1 reply
ContextAPP8:30 AM

Pulling the Q2 attribution rows and the factor scorecards now; the writeup and the numbers come back here as one package.

Context is working on it

Results land in your workspace

The work happens in Context, so the files, the task and the channel's history are kept where your team can govern them.

The Q2 attribution writeup open in the workspace's document viewer, with the attribution-by-factor table.
The Q2 attribution writeup open in the workspace's document viewer, with the attribution-by-factor table.

Install it in one sitting

The connector opens an outbound connection to Slack, so nothing on your side needs a public address or an ingress change.

Org settings, Slack: the install card, not installed yet, pointing at the runbook.
Org settings, Slack: the install card, not installed yet, pointing at the runbook.

Secure by default

The person who asked is the one the agent acts for, steps that leave the thread wait for a decision, and every delivery is on the record.

ContextAPP8:37 AM
✋ Needs a decision
Share both files to #ic-review and mention @Diego Ortiz?
ApproveDecline
Only Katrin Werner or a channel owner can decide this, and a 👍 / 👎 reaction works too.
ContextAPP8:37 AM
✋ Needs a decision
Share both files to #ic-review and mention @Diego Ortiz?
ApproveDecline
Only Katrin Werner or a channel owner can decide this, and a 👍 / 👎 reaction works too.

Pick the work up anywhere

A task started in Slack is the same task in the web app, on your phone, on your Mac and in the terminal, under the same account and permissions.

q3-portfolio-reviewThursday's review: updates, bridge, deck, covenant watch7
Messages FilesDetails
Today
Maya Okafor09:02

Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.

Priya Natarajan09:04

@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.

Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB

Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.

2
Marco Vitale09:12

@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.

Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB

Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.

@Atlas can we have the review deck from this, flagged companies up front?
q3-portfolio-review7
Messages FilesDetails
Today
Maya Okafor09:02

Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.

Priya Natarajan09:04

@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.

Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB

Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.

2
Marco Vitale09:12

@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.

Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB

Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.

@Atlas can we have the review deck from this, flagged companies up front?

The workspace behind the thread

Slack carries the ask, the replies and the decision. Context carries the task, the files, the permissions and the record.

Home

Fri, Sep 11 72°
RecentPinnedTasks
  • q3-portfolio-review.pptx1h ago
  • q3-valuation-bridge.xlsx2h ago
  • q3-portfolio-updates.docx3h ago
  • lp-letter.pptx5h ago
Working on Q3 portfolio review deck

Home

Fri, Sep 11 72°
RecentPinnedTasks
  • q3-portfolio-review.pptx1h ago
  • q3-valuation-bridge.xlsx2h ago
  • q3-portfolio-updates.docx3h ago
  • lp-letter.pptx5h ago
Working on Q3 portfolio review deck

Deploy in your environment

The connector runs where your workspace runs, hosted, in your own cloud or on-premises, over an outbound connection to Slack.

  • Outbound connection only
  • One Slack workspace per deployment
  • Off until an org admin turns it on
  • SAML or OIDC with SCIM
How deployment works
  • Runs where your workspace runsThe connector is part of your Context deployment, hosted or in your own cloud.
  • Outbound connection onlyIt connects out to Slack over Socket Mode, with no public URL and no ingress change.
  • Tokens stay in your deploymentThe Slack app's tokens are set in your deployment's configuration, one Slack workspace per deployment.
  • Your identity providerSign people in with SAML or OIDC and provision them with SCIM, then link Slack with /ctx connect.
  • Your own cloud
  • On-premises
  • Slack

Context in Slack is included in every Context workspace, including the Free plan.

  • Free$0Includes Context in Slack
  • Plus$20Per person per month
  • EnterpriseCustomEnterprise deployments run in your own cloud.Talk to us about a plan

Questions

Who is it for?

Teams whose work is already discussed in Slack, such as deal teams, finance operations, legal operations and support, where the result needs the firm's files and a person's review.

Where does the work happen?

In your Context workspace. The task runs there with its steps, tools and files, and Slack shows its status, the replies and the links.

Whose permissions does the agent use?

The person who asked, once they link their Slack account with /ctx connect. An unlinked sender is a guest with no grants, and a turn without a credential is refused.

Can the agent share a file without asking?

No. Anything that leaves the thread waits for the person who asked or a channel owner to approve it, with the buttons or a reaction, and the message records the decision.

Does it need a public endpoint?

No. The connector opens an outbound Socket Mode connection to Slack, so there is no public URL and no ingress change.

Is it available today?

The connector is tested end to end against a Slack test workspace. Talk to us to plan your first install.

Bring your agents into the channel