Send Slack Channel Invites

Automatically invite relevant team members to Slack channels

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.

Configuration

Inputs

Slack Team · string · required

The Slack team/workspace where the channel exists.

Slack Channel · string · required

The Slack channel to send invites to.

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).

Invite External Users · string[] · required

Array of external users to add directly to the channel .

Outputs

slack_channel_id · string · required

The ID of the Slack channel that the invites were sent to.

slack_channel_name · string · required

The name of the Slack channel that the invites were sent to.

slack_team_id · string · required

The ID of the Slack team that the invites were sent to.

invite_sent_to_emails · string[] · required

Array of email addresses that invitations were sent to.

invite_sent_to_org_user_ids · string[] · required

Array of Flywheel user IDs that invitations were sent to.

added_csm_user_ids · string[] · required

Array of CSM user IDs that were added to the channel.

added_csm_user_slack_ids · string[] · required

Array of Slack user IDs for the CSM users that were added.

invite_type · enum · required

The type of invitation that was sent.

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

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