Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.chartcastr.com/llms.txt

Use this file to discover all available pages before exploring further.

​
Overview

Slack integration allows you to automatically send charts and visualizations directly to your Slack channels.

​
Features

  • Channel Support: Send charts to any public or private channel the bot has access to.
  • Threaded Replies: Keep conversations organized by threading chart updates.
  • Scheduled Reports: Set up recurring schedules for your chart delivery.
  • Slack Canvas Context: When enabled, Chartcastr can automatically use canvases from the destination channel as extra AI context.

​
Setup

Connect Slack

Go to Connections to connect your workspace

View Guide

Learn more about Slack Webhooks

​
Private Channels

By default, only public channels appear in your Chartcastr dashboard. To send charts to private channels, you need to invite the Chartcastr bot to those channels first.

​
How to Add Chartcastr to a Private Channel

  1. Open your Slack workspace
  2. Navigate to the private channel you want to use
  3. Type /invite @Chartcastr in the channel, or:
    • Click the channel name at the top
    • Select Integrations → Add apps
    • Search for and add Chartcastr
  4. Once invited, the private channel will appear in your Chartcastr dashboard
The Chartcastr bot can only see and post to channels it has been explicitly invited to. This is a Slack security feature that ensures your private channels remain private.

​
Handling Slack Changes

Chartcastr automatically monitors the status of your Slack integration to ensure reliability.

​
Slack Canvas Context

If you reconnect the Slack integration with the canvases:read permission, Chartcastr can automatically expose canvases from the destination Slack channel to the AI.
  • No manual mapping is required
  • The context is channel-specific
  • Follow-up replies in Slack threads can use the same channel canvases

Slack Canvas as context

See how automatic Slack Canvas context works.

​
App Removal

If the Chartcastr app is uninstalled from your Slack workspace or its tokens are revoked, the integration will automatically be marked as Broken. All connections relying on this integration will also be paused. You will need to reconnect the integration in Settings to resume.

​
Channel Changes

  • Archived Channels: If a connected channel is archived, the destination and its connections will be marked as Broken.
  • Deleted Channels: Connections to deleted channels will be permanently marked as Broken.
  • Renamed Channels: If you rename a channel in Slack, Chartcastr will automatically update the name in your dashboard.

​
Supported Sources

Slack is the primary destination for all Chartcastr data sources.

Google Sheets

Push live charts and pivot tables directly to channels.

HubSpot

Automate CRM reporting for pipeline, revenue, and lifecycle.

​
Next Steps

Pulse Threading

Learn how to keep your Slack conversations organized.

Tagging

Notify the right people when data updates.