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Ivo Assistant via Slack
Ivo Assistant via Slack
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Written by Clint Lombard
Updated over a week ago

Ivo Assistant is in early access. Please contact your Customer Support Manager if you would like to use this feature.

Setup

  1. Click Add Ivo to Slack to start the process of installing the Ivo Assistant in your Slack workspace.
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  2. You will be prompted to to accept the requested permissions. Please review them and click Allow.
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  3. You're now ready to start using Ivo Assistant in Slack!
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Usage

  1. To start a conversation with Ivo Assistant, send a message in a channel mentioning @Ivo (@Ivo needs to be added to the channel first) or message @Ivo directly.

  2. Send a message with your document and Ivo Assistant will prompt you for any information it needs.
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  3. Once Ivo Assistant is done reviewing your document it will send a summary of all the issues it detected along with the redlined document, Issues List document, and original document.
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Approvals

  1. Setup Rules in your Playbook. Here's an example using the Ivo web interface:

    1. Add a rule to your your playbook.
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    2. Complete the rule adding the checklist items to trigger it and who should be notified.
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  2. If Ivo Assistant detects a rule is triggered when reviewing your document, you will receive a message to request approval from the necessary parties.
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  3. Once one of the parties approves your request, you will receive the review result.
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Here is an instructional video of how to use Ivo with Slack for approvals:

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