Salfio remembers every conversation your team has with a client — email, calls, Slack, WhatsApp — and turns it into a memory layer your team and your AI workflows can query. In Slack, mention @Salfio to ask anything about a client, get scheduled recaps posted to your channels, and let client channels flow straight into each client's timeline.
Installing requires a Salfio account. The "Add to Slack" button lives inside Salfio under Settings → Workspaces — the install steps below walk you through it.
AI-generated: the answers, summaries and recaps Salfio posts in Slack come from large language models and may be inaccurate, incomplete or out of date. Read the AI disclaimer
Six ways the app shows up in your workspace. Nothing is posted unprompted, except the routines you create.
Mention @Salfio with a question. It reacts with 🤔 within seconds and replies in a thread on your message: one to three sentences, grounded in your organization's data. In a channel like #cust-acme it answers about Acme; if the channel name does not map to a client, it asks which one you mean.
Once Salfio has replied, post follow-up questions in the same thread — no need to mention it again. It reads the whole thread, so every answer carries the context of what was already discussed.
Open a direct message with the Salfio app and ask away, without an @-mention. Same answers, private to you — the right place for questions you would rather not put in a shared channel.
"Add a note to Acme: contract renews in March." "Which Slack channels can Salfio see?" "Bind this channel to Acme." The assistant can create and update clients, labels, notes and channel assignments, attributed to you. Destructive changes are spelled out and confirmed first.
Save a prompt as a routine and Salfio runs it for you — hourly, daily, weekly, monthly, or whenever a new email or meeting lands — and posts the result to a channel you pick (Salfio joins it) or to you as a DM. Create one by asking @Salfio, with the /salfio routine command, or from the dashboard.
Bind a channel to a client and every message in it lands on that client's timeline, feeding summaries, insights and answers. Shared (Slack Connect) channels with your clients work the same way.
Salfio's answers, summaries and recaps in Slack are generated by AI. Read this before you rely on them.
AI-generated content. Salfio uses large language models to generate summaries, answers, and scheduled recaps in Slack. AI-generated responses may be inaccurate, incomplete, or out of date — verify important information before acting on it. Salfio reads only the channels it is a member of — the ones you select in Salfio or invite it to — and the direct messages sent to it.
In practice, an answer can miss a recent email, misread a date or a name, or state something your data does not support. Treat it as a well-briefed colleague's first draft, not as a record: check the client's timeline in Salfio before acting on anything important, and read a routine's output before forwarding it to a client.
In a conversation, Salfio changes your clients, notes, labels and channel assignments only when you ask, records the change as yours, and asks you to confirm destructive changes first; routines cannot make destructive changes at all. In the background it keeps derived information up to date — summaries, insights, and the contacts and job titles mentioned in your conversations — which you can review and correct in Salfio. Salfio does not use your data to train public or third-party AI models; how your data is handled is described under Your data below.
You need a Salfio account with the admin role in your organization, and permission to install apps in your Slack workspace. No Salfio account yet? Book a demo and we will set one up with you.
Go to app.salfio.com and sign in. If your team already uses Salfio, ask an admin for an invite.
In Salfio's left-hand navigation, open Settings and then Workspaces. This page lists the chat platforms connected for your whole organization.
This is the "Add to Slack" step: Salfio redirects you to Slack's app-installation screen.
Pick the Slack workspace you want to connect, review the permissions (they are listed in full further down this page) and click Allow. Slack sends you back to Salfio.
Back in Salfio, the workspace is listed as Active. Right after installation Salfio reads the workspace member list to link Slack members to Salfio users by email address, and keeps that list up to date. That is all it does on its own: it joins no channel and posts nothing.
Salfio joins a public channel only when you select it in Salfio — to bind it to a client, or as a routine's delivery channel. For a private channel, or to @mention Salfio in any other channel, type /invite @Salfio there. To remove it, open the channel's settings and remove Salfio under Integrations.
To attribute a channel's messages to a client, connect Slack under Settings → Integrations, open that client in Salfio and add the channel under Assignment rules — or ask @Salfio to do it. When you save, Salfio joins the channel (a private one needs /invite @Salfio first) and imports up to six months of its history.
In any channel the bot is a member of, type @Salfio what's the latest with <client>? — you will see a 🤔 reaction, then an answer in a thread. Quickest first try: send the Salfio app a direct message, no invite needed. Either way, your Slack email must match your Salfio account.
What triggers a message from Salfio, and what the bot responds to.
| You do this | Salfio does this |
|---|---|
| Mention @Salfio in a channel it is a member of, with a question. | Adds a 🤔 reaction within a couple of seconds, then replies in a thread on your message. If the answer takes longer, it posts "Still on it — give me a moment." first. Most replies arrive within ten to thirty seconds. |
| Reply in a thread Salfio has already answered in. | Treats it as a follow-up and answers again in the same thread, using the full thread as context. No @-mention needed. |
| Send the Salfio app a direct message. | Answers in the DM, privately. Same data, same rules. |
| Open the Home tab of the Salfio app in Slack. | Shows how to use Salfio — mentions, direct messages, routines, which channels it reads — with the AI disclaimer and links to Salfio, this page and support. |
| Ask it to change something: a note, a label, a client, a channel assignment. | Makes the change as you — the dashboard shows you as the author. Deleting a client or rewriting a channel's rules is confirmed with you first. |
| Run /salfio routine in any channel. | Opens a form (description, prompt, schedule, delivery channel). Submitting it creates a scheduled routine. Salfio joins the public channel you pick; for a private channel, invite it first. |
| A routine's schedule comes up, or a new email or meeting matches its trigger. | Runs the saved prompt on your organization's data and posts the output to the chosen channel, or DMs its creator. Routines cannot delete or rewrite anything. |
| Post in a channel that is bound to a client. | Captures the message onto that client's timeline. Nothing is posted back to Slack. |
| Disconnect the workspace from Settings → Workspaces. | Stops mentions, direct messages and routines in that workspace. The app stays installed in Slack until a Slack admin removes it. Messages already captured stay on your clients' timelines until you ask us to delete them (see Your data, below). |
These are the exact OAuth scopes requested on Slack's installation screen, and why Salfio needs each one.
channels:readList public channels, so they appear in Salfio's channel pickers.
channels:joinJoin a public channel when you select it in Salfio — to bind it to a client or to deliver a routine there. Never on its own.
channels:historyRead messages in the public channels the app is a member of.
groups:readSee the private channels the app has been invited to.
groups:historyRead messages in those private channels.
users:readRead the member directory to link Slack users to Salfio users.
users:read.emailMatch Slack users to Salfio users by email address.
team:readRead the workspace name and id to label the connection in Salfio.
app_mentions:readReceive @Salfio mentions.
chat:writePost replies, routine output and status messages.
reactions:writeAdd the 🤔 reaction that acknowledges a mention.
im:historyRead direct messages sent to the app.
Salfio stores the messages from the channels the app is a member of and the direct messages sent to it, together with channel names and the workspace member directory. This content is used for one purpose: building each client's timeline, summaries and answers for your organization. Channels the app is not a member of are never read.
Data is stored on Salfio's servers in the European Union. To generate answers, summaries and recaps, conversation content is sent to our AI providers, including providers in the United States, under contracts that prohibit any other use, and only to providers that keep no copy of it (zero data retention). Salfio does not use your data to train public or third-party AI models.
You stay in control: disconnect the workspace at any time from Settings → Workspaces, remove the app from a channel to stop reading it, or ask us to delete your organization's data.
€39 per seat per month, everything included. The Slack app is part of every plan, not an add-on. No lock-in, cancel anytime.
See pricing →Something not working, or a question about the app? Email support@salfio.com — the founding team replies within one business day.
Contact support →Setup, the assistant, task routines, assignment rules over the API, and MCP — all in the docs.
Read the docs →