Connecting the Procurement AI Agent to Slack

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As a Payhawk Administrator, you can enable the Procurement AI Agent, configure its settings, and set up the communication channel connection for individual entities.

Before you start

  • To connect the AI Agent to Slack, you must be an administrator in both Payhawk and your Slack workspace. This ensures you have the necessary permissions to authorize the integration and manage notifications.

  • Once Slack is connected, the Procurement AI Agent immediately becomes available for all users within the entity and starts supporting the procurement process at your company.

  • Users with matching email addresses in Slack and Payhawk receive notifications automatically, even if they haven’t manually authenticated in Slack.

  • If a user's Slack email differs from their Payhawk email, they must authenticate in Slack to start receiving smart reminders or approve requests.

Connecting the AI Agent to Slack

You can connect Payhawk to Slack to manage employee requests through the Procurement AI Agent in the following way:

  1. In the Payhawk web portal, go to Settings > AI Office.

  2. Go to Procurement Agent and click on Connect.

  3. Select Slack and click on Continue. As a result, the Slack connection flow will start.

  4. Grant permissions to share data between Payhawk and Slack by clicking on Continue.

    Instructions to connect Payhawk with Slack for expense management and workflow integration.

Disconnecting from Slack

To disconnect the Procurement AI Agent from Slack:

  1. Go to Settings > AI Office > Procurement Agent > Slack.

  2. Click on the three-dot menu and select Disconnect.

  • Disconnecting from Slack stops all automated follow-ups for users in that Payhawk entity.

  • The Payhawk app will remain visible in Slack until manually removed from the Slack workspace settings.

  • Users will no longer be able to take actions for that entity in Slack after disconnection.

Disclaimer

This application integrates large language models (LLMs) to deliver AI-powered functionality, including conversations and automated suggestions. Due to the nature of machine learning, responses may sometimes be inaccurate or incomplete. Payhawk does not use your data to train any public or third-party models.

For more information about how Payhawk processes personal data for the Procurement AI Agent feature, see the Global Privacy Policy, which covers personal data for which Payhawk acts as a Controller.

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