IntegrationsSlack

Connecting Etropo to Slack

With the integration between Etropo and Slack you can stay on top of your budget actuals by sending timely reminders to your marketing team and enabling quick updates directly from Slack. You’ll also receive notifications when teammates mention you in budget item comments.

Etropo Monthly Reminders in Slack

Setup

There are two parts to the setup process:

  1. Admin Setup: An administrator must first connect the integration for the entire organization:

    • Navigate to Integrations Tab
    • Click “Connect”
    • Authorize the app for your workspace

  2. Individual Authorization: Each team member must authorize the integration to receive notifications:

    • Each team member should navigate to the Notifications tab in their profile settings
    • Click “Authorize Slack” to allow the integration to send them direct messages

Important: Without individual authorization, team members will not receive any Slack notifications (monthly actuals reminders or comment mentions), even if the organization-wide integration is enabled.

Monthly Actuals Reminders

At the end of each month, you’ll receive notifications for any line items that need actuals to be updated. These notifications include:

  • Line item name
  • Category name
  • Planned amount
  • Budget name
  • One-click button to update the actual value

The notification is sent at 4:00 PM (UTC) on the 28th day of every month.

Important: Without individual authorization, team members will not receive monthly actuals reminders, even if the organization-wide integration is enabled.

Notification Logic

You’ll receive actuals notifications for budget items where:

  • You’re the assigned owner
  • The actual amount is not set (0 is treated as an actual, given input)
  • The line item belongs to the current month

Updating Actuals

When you receive a notification:

  1. Click the “Update Actual” button next to the line item
  2. Enter the actual amount in the popup modal
  3. Click “Submit” to save

The update is immediately reflected in your marketing budget.

UpdatingActuals

Comment Mention Notifications

The Slack integration also allows you to receive notifications when you’re mentioned in budget item comments:

  • When a teammate @mentions you in a comment on any budget item, you’ll receive an instant Slack notification
  • The notification includes the comment content and context
  • A direct link to the budget item is provided for quick access
  • This helps ensure you never miss important discussions about budget items

Etropo Budget Comments

Managing Notifications

To authorize Slack for notifications:

  1. Navigate to your Profile Settings
  2. Select the Notifications tab
  3. Click “Authorize Slack” if you haven’t already

Note: Once authorized, you’ll receive both monthly actuals reminders and comment mention notifications.

Troubleshooting

If you:

  • Don’t receive notifications: Verify you’ve completed the individual Slack authorization in your Notifications tab
  • Need to reconnect: An admin can use the “Disconnect” button in Integration Settings for organization-wide issues, or individual users can reauthorize from their Notifications tab

Privacy & Security

We take the security and privacy of your data seriously. Here’s how we handle your data when you connect Etropo to Slack:

Data Collection

When using the Slack integration, we collect:

  • Workspace ID for connection management
  • User ID for authentication purposes
  • Interaction data for updating budget actuals

Data Processing

Your data is processed securely:

  • All requests are validated using cryptographic signatures
  • User inputs are sanitized and validated
  • Organization-level access control ensures data isolation
  • Audit logs are maintained for security monitoring

Data Storage

  • Location: All data is primarily stored in EU-central-1 (Frankfurt, Germany) via Supabase
  • Encryption: We use AES-256-GCM encryption for sensitive data storage
  • Access Control: Only authorized users within your organization can access and modify data

User Privacy

The integration:

  • Only accesses data necessary for its functionality
  • Respects your Slack workspace’s user permissions
  • Never shares data across different organizations
  • Maintains audit logs for security monitoring

Data Retention

  • Integration data is retained as long as your account is active
  • Disconnecting the integration removes associated Slack tokens
  • Account deletion follows our standard 30-day retention policy

For complete details about how we handle your data, please review our Privacy Policy.

Support

For additional help you can reach out to our support team at: help@etropo.com

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