Slack Integration

Integrate Slack with Greyball to capture legal requests from channels, automate responses, and route tasks without switching tools. Utilize Greyball & Slack admin settings to control which channels and users have access.

Slack Integration Guide for Greyball

Overview

Legal doesn’t live in email alone — so neither does Greyball. Integrate Slack to receive legal requests, trigger automated workflows, and keep business stakeholders informed — all directly from your preferred Slack channels:

  • Handle legal intake from any Slack channel or DM
  • Trigger workflows by mentioning @Greyball or sending a direct message
  • Keep business teams in the loop with real-time legal status updates and escalations

Setup Instructions

1. Connect Slack

Option 1: Via Greyball App

1A. Go to Settings → Inbound & Integrations --> Scroll to bottom of page

1B. Click “Connect Slack”

1C. Authorize Greyball to access your Slack workspace

1D. Choose the channels where legal requests should be enabled

NOTE: User and channel access can be updated from the Slack Admin dashboard for your organization at any time (see details below). Channel access and auto-reply settings may also be updated in the Greyball app under Slack Settings.

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Option 2: Via direct link (NOTE: You must have already created a Greyball workspace in the Greyball app for your domain)

2A. Go to Slack App web link HERE while signed in to Slack (note: if Admin permissions are set, this will require an admin account)

2B. Follow steps to authorize Greyball and choose channels

For more information, see our Slack App Listing here

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2. Slack Admin Approval

If your workspace requires admin approval for apps, a Slack admin must approve the Greyball app before it can be used:

Steps to approve an app:

2A. Open App Management: In the Slack desktop app, click your workspace name → hover over Tools & settings → click Manage apps

2B. Access App Management Settings: In the left sidebar, click App management settings

2C. Configure Approval Settings (Admins only): Toggle the "Approve apps" setting to control whether apps need admin approval. Optionally require comments for each app request

2D. Manage Requests: Pending app requests will appear in Slackbot DMs or the designated approval channel. Admins can approve or restrict access directly from there

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3. Manage channel & user access over time

3A. Admins can manage app settings at any point here

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Where IT assistance may be required

1. App Authorization

  • When? The Slack workspace has app approval enabled
  • Why? Admin-level privileges are required to approve and authorize Greyball

2. Enterprise Grid Settings

  • When? If your organization uses Slack Enterprise Grid
  • Why? Org-level policies may override individual workspace settings

3. Channel Access

  • When? When selecting or modifying private channels
  • Why? Admins may need to add Greyball manually to private channels or adjust permissions

4. Security reviews

  • When? For high-security environments
  • Why? Your IT team may want to conduct a review of Greyball’s Slack scopes and permissions
Tip: Share this documentation with your IT team ahead of time to ensure a smooth rollout.

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Enterprise Grid Considerations

If your organization uses Slack Enterprise Grid, app installations and permissions may be governed at the organization level, not just the workspace level. Key implications:

  • Greyball may need to be approved by an Org Admin, even if it was previously approved in another workspace
  • Channel selection might be limited based on org-wide policies or security settings
  • Slack Enterprise Grid orgs can enforce domain-level OAuth controls, which may delay or block installation if not pre-approved

To ensure success in an Enterprise Grid environment:

  • Engage with your Org Admin early
  • Request a review and pre-approval of the Greyball Slack app
  • Confirm the app’s Slack scopes with IT/security teams

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