Slack

Overview

Spellbook for Slack lets anyone on your team send a legal request to Spellbook ACM without leaving Slack. Use /spellbook or add the wand emoji 🪄 to a message, and Spellbook files it as a deal request in Triage for your legal team to review. Replies, files, status changes and reassignments stay in sync between the Slack thread and the deal.

[cta-1]

How to Integrate Spellbook with Slack

Setup takes one admin and a few clicks. Here's how it works:

Connect your Slack workspace

A Spellbook admin goes to Settings → Integrations → Slack and approves the app in Slack. Each Spellbook organization connects one Slack workspace, and each workspace connects to one Spellbook organization.

Set up your Pipelines

The Slack app shows the same Pipelines and custom fields you've configured in Spellbook, so Slack requests land in the same structure as every other deal. If you haven't created any yet, Slack will ask you to set them up first.

Add Spellbook to your channels

Add the app to each channel where you want to use it. It works in public and private channels, and it only sees channels it's been added to. It doesn't work in direct messages.

Send a request from Slack

There are two ways to create a deal request:

• React with 🪄: Add the :magic_wand: reaction to any message, including older ones. Spellbook reads the message and its thread, including attached agreements, and works out the details.
• Use /spellbook: Type the command in a channel the app has been added to and a Create a Deal form opens. Choose the Pipeline and counterparty, then add deal context (up to 10 agreements). and any custom fields. Select the deal type before you attach files, because changing it clears them.

See where Spellbook put it

Spellbook reads your message alongside your organization's routing rules and decides whether it's a new request, more information for an existing deal, or not a deal at all. When you react with 🪄, it replies in the thread with the result:

• Created a deal: A new deal request opens in Triage, with a link and a preview card.
• Added to a deal: The message belonged to a deal Spellbook already had, so it went there.
• Not a deal: Nothing is created. Only you see this reply, and it includes a Create deal button that opens the form pre-filled with your message and its files.

Keep the thread and the deal in sync

Once a deal is linked to a Slack thread, replies, files, status changes and reassignments will flow both ways. Paste a link to a Spellbook deal into Slack and it shows as a preview card with the status, counterparty, deal type and description. You can also click the card to open a details panel without leaving Slack.

What you can do with Spellbook & Slack

Here are a few ways teams put the Slack integration to work:

• Get every request into Spellbook: Add 🪄 to a Slack message and Spellbook opens the deal request with the agreement attached.‍
• Keep requesters in the loop: Status changes and reassignments show up in the Slack thread.‍
• Ensure every follow-up goes to the right deal: Follow-ups in a thread go to the existing deal instead of making a duplicate.‍
• Start every request with what legal needs: Use /spellbook to set the Pipeline, counterparty, and up to 10 agreements up front.

[cta-2]

Frequently Asked Questions

Where else does Spellbook ACM pull in new contracts?

Autonomous Intake brings in contracts from intake forms, Gmail, Outlook, and Slack. Slack works through 🪄 and /spellbook, so your team decides which messages become deal requests.

Does being in a Slack channel give me access to the deal in Spellbook?

No, deal access is set in Spellbook and channel access is set in Slack. A linked Slack thread follows the visibility of its channel, but people can't open the deal in Spellbook unless they've been granted access there. Leaving the channel doesn't take that access away.

Does Spellbook read every message in my channels?

No, Spellbook only reads channels the app has been added to. It acts on a message when someone reacts with 🪄 or uses /spellbook, or when someone replies in the thread of a deal it's already tracking.

I reacted with 🪄 but nothing happened, why?

Check that the Spellbook app has been added to the channel. Slack only sends reactions to apps that are in the channel, so if the thread already has a deal, a new 🪄 does nothing on purpose.

Spellbook said my message wasn't a deal, but it is. What do I do now?

Click Create deal in the private reply. It opens the form pre-filled with your message and its files. You can also add more detail to the message and react again.

Can I choose the deal type when I use 🪄?

Not directly, Spellbook decides from the message. To choose the deal type, counterparty or custom fields yourself, use /spellbook.

Can people outside my company use it?

Guests and Slack Connect users can post in a connected channel, and their messages can become deal requests. They're recorded as contacts and don't get Spellbook access. Files from another workspace can't be imported.

How do I disconnect Slack?

An admin can disconnect it from Settings → Integrations in Spellbook. Removing the app from your Slack workspace also disconnects it. Existing deals, their conversations, and their files stay in Spellbook.

Will my contract data be completely secure?

Yes, Spellbook is SOC 2 Type II certified and HIPAA compliant. Spellbook also uses zero data retention with its LLM providers, so your contracts are never used to train AI models.