Slack

Your team already talks about deals in Slack. Delsivo can post there too: when a new application arrives, when an interview invitation or a WhatsApp follow-up is waiting for a partner, and when an IC packet is frozen. Every post points back to Delsivo, where the work happens and permissions apply as usual.

Connect Slack#

Only a fund Admin can connect Slack. Partners and Analysts can open the page and see what is set up.

1. Open Settings → Slack (under Workflow).
2. Click Connect with Slack.
3. Slack asks you to pick a workspace and allow Delsivo to post messages, see the list of channels and look teammates up by email. Click Allow.
4. You come back to Settings → Slack with Slack is connected, and how many teammates were matched by email.

A fund connects one Slack workspace. To use another workspace, disconnect and connect again; the channel choices start over.

Pick channels#

Under Channels, choose a channel for each kind of post, or leave it on Don't post.

Click Save. Next to each saved channel, the send button posts a test so you can see where posts land.

Public channels work straight away. For a private channel, invite the Delsivo app to it in Slack first (type /invite @Delsivo in the channel); then it appears in the list.

Direct messages#

With Direct messages on (the default), each person gets their own items as a Slack DM: approvals waiting for them, packets they review, decisions on their deals, overdue tasks, answered requests, interviews ready to review, deals sitting too long, revisits due and WhatsApp replies. DMs about approvals carry the same Approve buttons as the channel posts.

Delsivo matches people by email: a teammate gets DMs only when their Delsivo email is also their Slack email. The page lists who is matched and who isn't. After someone joins the fund or Slack, click Match again.

Each person chooses which DMs they get in Settings → Notifications, in the Slack column. The column appears once your fund has connected Slack with direct messages on. See Notifications.

What the buttons do#

Clicking Take it or Approve in Slack does exactly what the same button does in Delsivo, as you:

• Delsivo checks that your Slack account is matched to someone on the fund's team, that your role may do it, and that the item belongs to the fund. If not, Slack shows you a short private note and nothing changes.
• Approve only works on the version the message showed. If a teammate edited the invitation or the questions after the message went out, Delsivo asks you to review it in the app instead.
• If your fund asks for two-factor sign-in, set it up in Delsivo before the buttons work for you.
• Decision messages to founders have no Approve button. A partner reads them on the deal's Decision tab first.

Every click is in the fund's activity log, marked as done from Slack.

What Slack never gets#

Slack messages carry the company name, what happened, why it needs you and a link. They never include deck or document text, founders' names, emails or phone numbers, notes, interview transcripts, assessments, reviews, votes or who voted. As a last check, Delsivo refuses to post anything that looks like an email address or a phone number.

Opening a link from Slack asks you to sign in to Delsivo as usual, and you see only what your role allows.

When Slack disconnects#

If someone removes the Delsivo app in Slack, or Slack revokes its access, the page shows Disconnected and your fund's Admins get an email and an in-app notice. Delsivo stops posting; email and in-app notifications carry on. Click Connect again to restore it.

If a channel is archived, or a private channel no longer has the app in it, Delsivo stops posting there, clears that choice and tells your Admins. Pick a channel again.

Disconnect#

Click Disconnect on the Workspace card and confirm. Delsivo is removed from your Slack workspace, the channel choices and matches are deleted, and nothing more is posted.