Slack Integration

The Slack integration posts Remindax reminder notifications to a Slack channel you choose, and exposes a /remindax slash command so anyone in the workspace can pull dashboard metrics or kick off a new reminder without leaving Slack. Connect via Slack OAuth, pick the default channel, and toggle Slack on per reminder.

What it does

Two things:

Reminder notifications — when a reminder triggers, Remindax posts a message to the configured Slack channel with the item's title, date, type, and a link back to Remindax.
Slash commands — /remindax commands let your team check status and create reminders directly in Slack.

Slash commands

/remindax dashboard — posts a snapshot of your Remindax metrics: expired items, completed compliance tasks, pending actions, items due in 2 weeks and 2 months, and total item count.
/remindax create reminder — opens a guided flow to start a new reminder from Slack.

What's in each Slack message

Messages are template-driven. Available placeholders:

{item_title} — the reminder title.
{date} — the expiry / due date.
{date_label} — the date's role (Expiry, Due Date, Appointment, etc.).
{reminder} — which sequence step fired (e.g. "30 days before").
{company} — the Remindax company name.
{department} — the assigned department.
{status} — the current reminder status.
{reminder_type} — Expiration, Due Date, Appointment, Event, or Document Upload.
{item_url} — direct link to the reminder in Remindax.

Edit the template in Settings → Integrations → Slack.

Before you start

You're a Slack workspace admin (or you have an admin available who can authorise the Remindax app).
You're an Administrator in Remindax.
You know which Slack channel should receive notifications. A dedicated channel like #compliance or #renewals works better than a busy team channel.

Connect Slack

Go to Settings → Integrations → Slack.
Click Connect Slack. Slack's OAuth screen opens.
Pick the Slack workspace, review the requested scopes, and click Allow. The Remindax Slack app is installed.
Back in Remindax, select the default channel for notifications. The Remindax app must be a member of that channel (Slack adds it automatically for most public channels; for private channels, invite @Remindax).
Click Send test message to confirm the channel receives messages.
Customise the message template if needed and save.

One default channel per Remindax company. Each company connects to one Slack channel; if you operate multiple companies, repeat the connection in each.

Enable Slack on a reminder

Open a reminder.
Toggle Notify Slack.
(Optional) Override the default channel for this specific reminder.
Save.

When the reminder's sequence steps fire, the configured Slack channel receives a message. Remindax de-duplicates: the same trigger never posts twice.

Slash command setup

Slash commands are installed automatically when you authorise the app. Anyone in your Slack workspace can use them, with two caveats:

Dashboard data is scoped to the Remindax company linked to that Slack workspace.
Reminder creation is allowed only for Slack users whose email matches a Remindax user account.

Security

Authentication is via Slack OAuth with the bot token; Remindax never sees passwords.
Slash command requests are verified using the Slack signing secret, so commands from outside Slack cannot impersonate the app.
OAuth tokens and signing secrets are encrypted at rest.
An audit and message log records every Slack post — channel ID, channel name, timestamp, status, and any error — for support and troubleshooting.

Disconnect

Go to Settings → Integrations → Slack and click Disconnect. New messages stop being posted and slash commands stop responding.
To fully remove the Remindax app from Slack, go to Slack → Apps → Remindax → Configuration → Remove App.

Common use cases

Compliance team watches #compliance for every expiring document.
Operations team gets a daily /remindax dashboard snapshot at standup.
Small teams collapse all reminder noise into one #renewals channel rather than email.
Account managers use /remindax create reminder to log a renewal task without switching apps.

Edge cases & gotchas

One default channel per company. Per-reminder overrides exist; the workspace-wide default is single-channel.
Private channels need the app invited explicitly. Slack doesn't add bots to private channels automatically — type /invite @Remindax in the channel.
The bot doesn't see messages. The integration only writes messages and listens for the /remindax slash command. It doesn't read channel history.
Slack messages aren't a notification log. They're a relay. The Remindax in-app Inbox is the authoritative log of what fired.
Workspace admin approval. Some Slack workspaces require an admin to approve new apps. If the OAuth flow says "approval requested," nudge your Slack admin.

Troubleshooting

No messages in the channel → confirm the Remindax app is a member of that channel, the integration shows Connected, and the reminder has the Slack toggle on. Send a test message from the integration settings.
Slash command "dispatch_failed" → the OAuth connection may have expired. Reconnect from Settings → Integrations → Slack.
"channel_not_found" → the channel was renamed, archived, or made private without inviting the bot. Pick a new default channel or invite the bot.
"invalid_signature" → the Slack signing secret stored in Remindax is out of date. Reconnect to refresh.
Wrong content in message → check the message template in the integration settings; placeholders must use the exact {placeholder} form.