Where to find it
Settings → Connections → Messaging platforms (workspace setup); Settings → User → Slack section (personal linking)
✅ Common tasks
Connect your Slack workspace
Go to Settings → Connections → Messaging platforms
Click Connect next to Slack
Complete the Slack authorisation flow
Confirm Slack now appears listed with your workspace name
Only Owners and Admins can connect Slack; teammates with matching emails are linked automatically.
Choose a notifications channel
Click the gear icon beside the connected Slack workspace
Open the Notifications channel selector
Pick a public channel, or a private one the Cashfeed bot has joined
For a missing private channel, run /invite @Cashfeed in Slack first, then refresh the list
Only the connection owner can change the channel or remove the connection.
Link your personal Slack account
Go to Settings → User and find the Slack section
Click Link Slack account and enter your Slack email
Enter the 6-digit code sent by Slack DM if your emails differ
Turn on Slack notifications to get approval and invoice-chat alerts
Turn on Sync invoice chat with Slack DMs for two-way chat syncing
The verification code expires after 15 minutes, so check your Slack DMs promptly.