Guide

How to automatically send Slack direct messages when a Retable row changes

Need help streamlining your team's communication and data management? Relay.app can help! With this transformative solution, you can automate real-time Slack DM notifications for every change in Retable, ensuring prompt attention and action. You can set up this integration in four easy steps and wave goodbye to manual notifications, missed opportunities, and workflow inefficiencies. Say hello to a more agile, connected, and productive team environment. Let Relay.app revolutionize your data management and collaboration.
Retable logoRetable > Slack
Trigger
Last triggered
Retable logoRow changed
Slack logoSend DM
1

Set the Retable trigger as “Row changed”

Add the Retable trigger to initiate your playbook's actions when a row changes.

To do this, click "Add trigger" in your playbook. Select the "Row changed" trigger option from the dropdown menu under Retable. It will enable your playbook to automatically identify newly changed rows and trigger necessary actions.

If you still need to connect your Retable account to Relay.app, a prompt will guide you through the connection process.

2

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates when a Retable row changes.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages when a Retable row changes without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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