Configure Oneflow Notifications in Slack

Configure Oneflow Notifications in Slack

As an Administrator

To configure your notification preferences as an administrator, follow the steps below:

1. After adding the Oneflow app to a Slack channel of your choice, type ‘/channel-notifications’ and press Enter. Alternatively, you can click on the Configure notifications button that appears in the message.

2. Configure the settings to match your notification preferences and click Proceed to save.

Receive notifications from:

• All Oneflow workspaces and templates: You will receive notifications for contracts in all your Oneflow workspaces and templates.
• Selected Oneflow workspaces: You will receive notifications only for contracts in selected workspaces. Specify the workspaces in the "Select workspaces" field below.
• Selected Oneflow templates: You will receive notifications only for contracts created with specific templates. Specify the templates in the "Select templates" field below.

Event Configurations:

• Contract events: Enable these notifications to receive updates about changes to the contract's content, state, comments, contract value change, and more.
• Participant events: Enable these notifications to receive participant updates relating to a contract (e.g., when a participant signs a contract, opens a contract for the first time, and more).
• Lifecycle events: Enable these notifications to receive updates relating to the contract's lifecycle (i.e. started, ended, entered into a new period, terminated, canceled).

• Reminders: Enable these to trigger proactive alerts before critical contract deadlines arrive. Timings for these alerts are driven directly by your contract's backend settings. Learn more.

  

  • “Remind 3 days before the signing period expires” (Signing period expiration): Sends a warning nudge 3 days before an unsigned contract's signature window closes, allowing you to follow up and rescue the deal.
  • “Remind before a new contract period begins” (Contract period about to enter a new period): These are specifically for recurring contracts. This reminder focuses entirely on the future by telling you exactly when the next contract period starts and gives you clear visibility of your cancellation notice window before you get locked into another contract term (for example another financial cycle).
  • “Remind before contract period ends” (Contract period about to end): Built for fixed, single-period contracts. It lets you know that a contract is expiring on a specific date so you can organize a replacement or extension.

  

Privacy and Link Preview Settings

These settings relate to the content displayed in contract notifications and link previews displayed when you paste and share a Oneflow contract link (URL) in a Slack channel's text field.

• Contract name: When sharing a Oneflow contract link, only the contract's name will be displayed in the link preview.
• Contract name and status: When sharing a Oneflow contract link, the contract's name and status (e.g., signed, declined, overdue) will be displayed in the link preview.
• Contract name, status, and participant details: When sharing a Oneflow contract link, the contract's name, status, and participant details (e.g., owner-side and counterparty details) will be displayed in the link preview and notifications.

As a Non-Administrative User

To configure your notification preferences as a non-administrative user, follow the steps below:

1. After adding the Oneflow app to a Slack channel of your choice, type ‘/channel-notifications’ and press Enter. Alternatively, you can click on the Request notification setup button that appears in the message.

2. Configure the settings to match your notification and link preview preferences then click Proceed to send request, and then on Send request to confirm.
3. A request will be sent to your Oneflow administrator, and you will receive a notification upon approval.

Reviewing requests (as an administrator)

Once a user requests their notifications preferences, an administrator needs to approve/deny this request. To manage notification requests:

1. Open the Oneflow app as an administrator and navigate to the Messages tab.
2. Scroll and locate the request and click on View request details.

3. Click on Proceed to continue, then select whether you wish to Approve or Deny the request from the dropdown, and click Submit to confirm your action.

4. A message indicating your decision will be posted to the channel that requested the notifications (i.e. approval or denial of the notifications request).

Manage notification channels

As an admin user, you can centrally manage all the channels that will receive Oneflow notifications from the Oneflow app in Slack.

1. Open the Oneflow app in Slack and navigate to the Home tab.
2. Click on Settings, then click on Manage under Channel notifications.

3. Configure the channels that receive notifications to match your preferences. The list of channels to which the Oneflow app has been added will be displayed. To remove a channel, press the X icon next to the channel’s name.
4. Click on Save to save your changes.

NOTE Channel names longer than 73 characters will be truncated with “…” in the middle to shorten them.