Slack

What it does in ClientPulse: Posts your Monday Brief, churn alerts, upsell opportunities, and health drops into a Slack channel of your choosing. One-way (CP → Slack only).

Status: Available

Tier: Available on all plans

Per-agency: One Slack channel per workspace (configured once, shared by the whole team).

Before you start (prerequisites)

• Account requirement: A Slack workspace with permission to add an Incoming Webhook integration. Slack's free tier is fine.
• You need to be a workspace admin or have permission to add apps. If your workspace requires admin approval for new apps, the request screen will tell you so — just submit it and have an admin approve.
• Pick a channel (or create one — e.g. #clientpulse-alerts) where the notifications should land.
• Cost: Free. Slack workspace pricing — see https://slack.com/pricing — is unrelated; Incoming Webhooks work on the free plan.

Step-by-step setup

1. On Slack's side — create an Incoming Webhook

1. Open https://api.slack.com/apps in the Slack workspace where you want notifications to land.
2. Click Create New App → From scratch. Name it ClientPulse and pick the workspace.
3. In the left sidebar, click Incoming Webhooks and flip the toggle to On. Screenshot to be addedSlack Incoming Webhooks settings page with toggle enabled
4. Scroll down and click Add New Webhook to Workspace.
5. Pick the channel where alerts should be posted (e.g. #clientpulse-alerts), then click Allow.
6. Copy the Webhook URL. It looks like https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX — this is essentially a password for posting to that channel, so don't share it publicly. Screenshot to be addedSlack page showing the generated webhook URL with a Copy button

2. In ClientPulse

1. Open https://clientpulse.helloaurora.ai/dashboard/integrations.
2. Find the Slack card. Click Configure Slack to expand the inline form. Screenshot to be addedIntegrations page with Slack card expanded
3. Paste the webhook URL into the Webhook URL field.
4. Enter the channel name (without the # — e.g. clientpulse-alerts) into the Channel name field.
5. Click Connect Slack.

3. Verify it's working

• The Slack card flips to Connected and shows the channel name.
• Click Send test message — a Hello from ClientPulse message should appear in the channel within a few seconds. Screenshot to be addedSlack channel showing the test message
• Pick which notifications you want delivered: Monday Brief, Churn alerts, Upsell opportunities, Health drops. Toggles save automatically.

What you can do with it once connected

• Get the Monday Brief auto-posted to Slack every Monday morning (07:00 in your timezone).
• Real-time churn alerts when a client's health score drops below threshold.
• Upsell opportunities posted as they're detected.
• Health drops for early warnings.

Common pitfalls

• Pitfall: "Failed to connect Slack (400)" when pasting the webhook URL. Fix: The URL must start with https://hooks.slack.com/services/. If you accidentally copied a Bot Token, OAuth URL, or app config URL, go back to the Incoming Webhooks page and copy the right one.
• Pitfall: Test message says "sent" in ClientPulse but doesn't appear in Slack. Fix: You probably created the webhook for the wrong channel. Open the Slack app config page, look at which channel the webhook is bound to, and either reissue it for the correct channel or change the channel name in ClientPulse to match.
• Pitfall: Workspace requires admin approval for new apps. Fix: When you create the app, Slack will surface the approval request automatically to your workspace admin. They click Approve, then you can continue.

Restrictions

• One-way only. ClientPulse posts into Slack; we never read your Slack messages.
• One webhook per agency, one channel. If you want different alert types in different channels, use Slack's own routing (e.g. channel forwarding rules) — or email support@helloaurora.ai if you need this as a feature.
• Webhook URLs are sensitive — anyone with the URL can post to the channel. If you suspect leakage, regenerate it on the Slack app config page and re-paste into ClientPulse.

Need help?

Email support@helloaurora.ai — we'll walk you through it.