S

Slack

Approve escalations from Slack, with the clause, the playbook position and the suggested edit in the message.

Category

Chat

Works with

Slack Pro, Business+ and Enterprise Grid

Set up by

A Slack workspace admin

Setup time

About 5 minutes

What it does

Approvals in a message

When a clause needs an approver, Proviso sends the clause, the position it departs from and the suggested edit.

Approve or send back

Approvers accept the edit or return it with a note, and the review updates right away.

A channel per team

Send each agreement type’s updates to the channel that team already uses.

The integrations settings in Proviso, with document, CRM, chat and signature tools

How to set it up

A Slack admin installs the app and picks which channels get updates.

  1. 1

    Install the app

    In Proviso, open Settings, then Integrations, and add Proviso to your Slack workspace.

  2. 2

    Link approvers

    Approvers connect their Slack account the first time they get a request.

  3. 3

    Choose channels

    Pick which channel gets updates for each agreement type.

  4. 4

    Test an approval

    Send a test escalation to yourself and approve it from Slack.

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