Prerequisites
Before setting up the integration, ensure you have:
Access to the Storydoc Slack app from the Slack marketplace
A Storydoc API key (available under Storydoc automation)
Permission to install apps in your Slack workspace
At least one Storydoc template configured with dynamic variables
Step 1: Install and Configure the Storydoc App
First, add the Storydoc app to your Slack workspace from the marketplace. Once installed, navigate to the Storydoc for Slack section under the Home tab.
Add your Storydoc API key by clicking Update Key. You can generate this key in Storydoc under the automation section - create a key specifically for Slack and paste it here.
Step 2: Configure Channel Mapping
Map specific Slack channels to Storydoc templates by clicking Add Channel. This determines which template will be used when generating stories from messages in each channel.
In the configuration dialog:
Select the Slack channel from the dropdown
Choose your default Storydoc template
Optionally add mapping hints in JSON format to help AI extract specific fields
Click Save to confirm the configuration
You can configure multiple channels with different templates. For example, use a follow-up template for MQL channels or a proposal template for qualified leads channels.
Step 3: Add Storydoc to Individual Channels
After configuring the app globally, you must also add Storydoc to each specific channel where you want it to operate.
In your target Slack channel:
Click the three dots menu at the top of the channel
Select Integrations
Under Apps, find and add the Storydoc app
How to Generate Stories from Messages
Once configured, Storydoc automatically monitors your mapped channels for relevant messages. When it detects information that could be used to create a personalized story, it will reply with a Generate Storydoc button.
Click the Generate Storydoc button to open the creation dialog. Storydoc's AI will automatically extract and map information from the original message to your template's dynamic variables.
Review and edit the extracted information:
Storydoc Template: Confirm the correct template is selected
Dynamic variables: Verify AI-extracted information and data points
Click Generate to create your personalized Storydoc.
Accessing Your Generated Story
After generation, Storydoc will post a confirmation message with links to your new story.
From the confirmation message, you can:
Click Open Storydoc to view the document
Click Open in Editor to make further customizations
Copy the direct link to share with your team or prospects
Mapping Hints for Better AI Extraction
To improve AI accuracy, you can provide mapping hints in JSON format when configuring channels. These hints help the AI understand what specific information to look for in messages.
Example mapping hints:
{"company_name": "Look for company or org name", "contact_email": "Look for email addresses"}
This feature is particularly useful for channels that receive structured data from tools like Salesforce, HubSpot, or call summary applications.
Best Practices
Set up different templates for different channel purposes (MQLs, demos, follow-ups)
Use descriptive channel names that match your sales process stages
Configure mapping hints for channels that receive structured data from other tools
Test the integration with sample messages to ensure proper AI extraction