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How Send Slack Channel Invites Works

Automatically invite relevant team members and users to existing Slack channels. This ensures the right people are included in customer-specific or project-specific conversations.

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Configuration

Inputs

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Slack Team
string
required
The Slack team/workspace where the channel exists.
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Slack Channel
string
required
The Slack channel to send invites to.
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Invite Team Members
string[]
required
Flywheel team members to invite to the channel. These users will be added as members of the channel (these must be existing Flywheel users and Slack workspace members).
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Invite External Users
string[]
required
Array of external users to add directly to the channel .

Outputs

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slack_channel_id
string
required
The ID of the Slack channel that the invites were sent to.
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slack_channel_name
string
required
The name of the Slack channel that the invites were sent to.
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slack_team_id
string
required
The ID of the Slack team that the invites were sent to.
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invite_sent_to_emails
string[]
required
Array of email addresses that invitations were sent to.
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invite_sent_to_org_user_ids
string[]
required
Array of Flywheel user IDs that invitations were sent to.
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added_csm_user_ids
string[]
required
Array of CSM user IDs that were added to the channel.
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added_csm_user_slack_ids
string[]
required
Array of Slack user IDs for the CSM users that were added.
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invite_type
enum
required
The type of invitation that was sent.

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Use Cases

Customer Success Team Assignment 
Channel: customer-specific channel
Team ID: your-workspace-id
Invite Org Users: [customer_user_1, customer_user_2]
Add CSM Users: [assigned_csm, cs_manager]
Invite Type: slack_connect
Project Collaboration 
Channel: project-specific channel
Invite Org Users: [project_stakeholder_1, project_stakeholder_2]
Add CSM Users: [project_manager, technical_lead]
Invite Type: guest
Support Channel Setup 
Channel: support channel for enterprise customer
Invite Org Users: [customer_admin, customer_technical_contact]
Add CSM Users: [support_agent, account_manager]
Invite Type: slack_connect

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Best Practices

Channel Management
  • Ensure channels exist before sending invites
  • Use appropriate invite types based on your Slack workspace settings
  • Monitor channel membership to avoid over-inviting
User Selection
  • Only invite relevant team members and stakeholders
  • Consider user availability and expertise when selecting invitees
  • Coordinate with team leads on appropriate channel membership
Invite Strategy
  • Use Slack Connect for external customer collaboration
  • Use guest invites for limited access scenarios
  • Track invitation success rates and adjust strategies accordingly