# Slack

> Connect your fund's Slack workspace to post new inbound, approvals and IC packets to channels, and send each person their own items as DMs.

Source: https://delsivo.com/help/team-and-settings/slack · Updated 2026-11-10

## Key takeaways

- A fund Admin connects your Slack workspace once, in Settings, Slack. Delsivo can post and find teammates by email; it can't read your channels or DMs.
- Pick a channel for each kind of post (new inbound, inbound nobody owns, approvals waiting, IC packets, IC decisions, new in Intake). Nothing is posted until you pick one.
- Each person gets their own items as Slack DMs once their Delsivo email matches their Slack email, and can turn each one off in Settings, Notifications.
- Take it and Approve buttons in Slack are checked in Delsivo as you, with your role, so nobody does more from Slack than they could in the app. Decision messages to founders are approved only in Delsivo.
- Slack messages name the company and link back to Delsivo. They never carry deck text, founder contact details, notes, votes or transcripts.

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**.

| Post | When it is sent | Buttons |
|---|---|---|
| **New inbound** | A new deal arrives from your portal, a referral link, the fund directory or a scout | **Open the deal**, and **Take it** while nobody owns it |
| **Inbound nobody owns** | Once a day: the New and Screening deals nobody has taken for the days you set (3 by default) | **Open Needs you** |
| **Approvals waiting** | An interview invitation, a decision message to a founder or WhatsApp questions wait for a partner or admin | **Approve** on interview invitations, **Approve and send** on WhatsApp questions; decision messages open in Delsivo only |
| **IC packets** | A committee packet is frozen or amended, with the number of reviewers and the due date | **Open the packet** |
| **IC decisions** | A decision is recorded on a deal, with the decision label only | **See the decision** |
| **New in Intake** | A forwarded email or a finished WhatsApp pitch lands in Intake | **Open Intake** |

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](/help/team-and-settings/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.