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Team chat·Built in

# Manage orders, refunds, and launches without leaving Slack

Mention Crevio in any channel or DM it directly, and it answers with your real store numbers in the same thread. It can also act on what you ask, from refunds to discount codes, and asks for your OK with Approve and Deny buttons when a step needs it.

[Add to Slack](/integrations/slack/install)[Try it with Slack](#get-started)[All integrations](/integrations)

@Crevio how did yesterday's launch go, and who asked for a refund?

CrevioDone in Slack

 ![](https://assets.pipedream.net/s.v0/app_OkrhR1/logo/orig)Slack

#launch

M

Maya Chen

@Crevio how did the Lightroom Preset Pack launch go yesterday?

CrevioApp

38 orders and $1,102 in sales. 9 buyers used LAUNCH20. Two customers emailed asking for a refund because they were charged twice. Want me to handle those?

M

Maya Chen

Yes, refund the duplicates and let them know.

CrevioApp

Done. Refunded $29 each to Priya S. and Tom B. and sent both a short note from your store inbox.

## Jobs Crevio takes off your plate in Slack

Ask the way you would ask an assistant. Crevio does the lookups, the writing, and the clicking.

1
### Get sales answers in the thread you asked in

You say

@Crevio what sold this week, and which product is slowing down?

Crevio reads your orders and revenue, replies in the thread with the top sellers and the one that dropped, and stays in the thread for follow-up questions.

2
### Fix a customer problem from a single message

You say

Priya was charged twice for the Preset Pack. Refund the extra one.

Crevio finds the duplicate order, refunds it, and confirms the amount and customer in Slack so your team sees it was handled.

3
### Approve risky steps with a button

You say

Every morning, add yesterday's buyers to my Airtable base, but check with me first.

The task runs on its own, then sends Approve and Deny buttons to your Slack DM before it writes anything. One click and it continues.

4
### Turn a reaction into a saved contact

You say

When I react with a star to a message in #partnerships, save the person as a customer tagged "partner".

Your emoji becomes the trigger. Crevio creates the customer with the tag, so partner offers and broadcasts can reach them later.

5
### Keep launch plans where the team works

You say

Make a canvas in #launch with the October course launch checklist and bookmark it.

Crevio writes the checklist into a Slack canvas, pins it as a channel bookmark, and can tick items off as the launch moves.

## Runs on its own

Any job can become a task that runs on a schedule or the moment something happens.

1. 

Schedule

Every Monday at 9:00

Post last week's revenue, best-selling products, and new customers to #team as one short message.

2. 

Trigger

A customer pays for an order

Post the product, amount, and customer name to #sales so the team sees every sale as it happens.

3. 

Trigger

Someone joins your #students channel in Slack

Reply with a welcome that links to the course schedule and the resources page.

4. 

Trigger

A customer's subscription is canceled

DM you their name, plan, and how long they stayed, with a suggested win-back offer.

## Better together

Slack does more when Crevio can reach your other tools too.

[![](https://assets.pipedream.net/s.v0/app_OkrhR1/logo/orig) ![](https://assets.pipedream.net/s.v0/app_OQYhq7/logo/orig)Slack + GmailGet a Slack DM when a customer email has waited more than a day for a reply.](/integrations/gmail)[![](https://assets.pipedream.net/s.v0/app_OkrhR1/logo/orig) ![](https://assets.pipedream.net/s.v0/app_OD5hrX/logo/orig)Slack + StripePost payment problems to #billing the moment a subscription goes past due.](/integrations/stripe)[![](https://assets.pipedream.net/s.v0/app_OkrhR1/logo/orig) ![](https://assets.pipedream.net/s.v0/app_168hvn/logo/orig)Slack + Google SheetsLog every sale announced in #sales to a monthly revenue sheet.](/integrations/google-sheets)[![](https://assets.pipedream.net/s.v0/app_OkrhR1/logo/orig) ![](https://assets.pipedream.net/s.v0/app_OrZhaO/logo/orig)Slack + GitHubAsk in Slack for a site change and get the pull request link back in the thread.](/integrations/github)

## What Crevio can do in Slack

Built into Crevio. Connect your account once and everything below is available.

### Talk to Crevio

- Chat in DMs, @mentions, and threads
- Approve or deny actions with buttons
- Get task results in the thread you started or in your DM

### Messages and files

- Post, edit, and delete messages
- Reply in threads and add reactions
- Read channel history
- Upload and download files

### Workspace

- Create canvases and lists
- Add channel bookmarks
- Join or leave channels when you ask
- Invite teammates to your Crevio account
- See teammates' status and availability

### Triggers

- Start a task from a new message or mention
- Start a task from a reaction or a new channel member
- Filter triggers by channel, person, or emoji

## Your store, answerable from Slack

If your team already lives in Slack, opening a separate dashboard to check a number is friction nobody needs. With Slack connected, anyone can mention Crevio in a channel and ask how a launch went, which product is slipping, or whether a specific customer's order went through. Crevio looks it up in your store and answers in the thread, so the answer sits next to the conversation that prompted it.

It goes beyond answering. In the same thread you can ask it to refund a duplicate charge, create a discount code for a partner, or draft this week's newsletter. When a step needs your approval, Approve and Deny buttons appear right there.

## Tasks that start from Slack

A reaction, a new message in a certain channel, or someone joining a channel can each kick off a task. That makes small habits easy to automate: star a message to save the sender as a tagged customer, or greet every new member of your student channel with the course schedule. Scheduled tasks work too, like a Monday revenue recap posted to your team channel.

## Good to know

Crevio sends scheduled results to the thread where you set the task up or to your DM. It only posts into a team channel when the task tells it to. It also isn't a replacement for Slack's own notifications or workflows. Think of it as a colleague you can ask about the business and hand work to, who happens to have your store open at all times.

Crevio's answers are generated by AI and can sometimes be inaccurate, so double-check anything important. See how we handle Slack data in our [privacy policy](/legal/privacy-policy), and [contact support](/contact) with any questions.

## Set up in three steps

1. 01
### Connect Slack

Sign in to Slack from Crevio. It takes a few seconds and you can disconnect any time.

2. 02
### Ask for what you need

Describe the job in plain language. Crevio works out which steps it takes and shows you what it did.

3. 03
### Let it run

Turn anything you asked for once into a task that repeats on a schedule or runs when something happens.

## Questions about Slack and Crevio

### Where do scheduled task results show up in Slack?

In the thread where you set the task up, or in a DM to you. If you want results in a team channel, say so in the task ("post the summary to #team") and Crevio posts it there as part of the run.

### Does Crevio read every channel in my workspace?

No. Crevio only sees channels you add it to, plus its own DMs. It keeps a copy of messages in the public channels it's in so it can answer questions about them. Private channels and DMs are never added to that shared copy, and your Slack data is never used to train AI models.

### Will Crevio post in channels on its own?

It posts where you ask it to and where a task you set up tells it to. Once per public channel it's in, it may also reply in a thread where someone mentioned a problem it can handle, to offer help. It doesn't act on that offer until someone says yes.

### Can Crevio get things wrong?

Yes. Crevio uses AI models to write its answers, and they can be inaccurate or incomplete. Check important numbers before you rely on them, and use approvals for steps you want to OK first.

### Can a Slack message start a task on its own?

Yes. New messages, mentions, reactions, and people joining a channel can all start a task. You can narrow the trigger to one channel, one person, or one emoji so it doesn't fire on everything.

### Can I approve actions from Slack instead of the Crevio app?

Yes. When an action needs your OK, Crevio sends Approve and Deny buttons in Slack. The same request also appears in the Crevio app, so you can answer wherever you are.

### Does it cost extra to connect Slack?

No. Connecting apps is included in every plan. The work the AI does draws from your plan's monthly credits, and you can start free without a credit card.

### Can I undo what Crevio does in Slack?

You decide what Crevio may do on its own and what needs your approval, and you can change that per action at any time. Every step it takes is listed in the chat, so you can see exactly what happened.

### How do I disconnect Slack?

Open Integrations in your Crevio settings and disconnect it. Crevio loses access straight away.

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## Put Slack to work

Start with this prompt or write your own. Free to start, no credit card.

[Browse all 3,000+ integrations](/integrations)

Canonical URL: https://crevio.co/integrations/slack
