All Use Cases

Meeting Update

Update Meeting Notes and Other Meeting Properties from Slack

When a sales meeting ends, Sidekick will message the meeting organizer on Slack with relevant property fields and call notes text box to update from Slack.

Use This Workflow

Customize Message

Create the message you want Sidekick to send. Choose the properties to populate with data along the message.

Create Your CTA

Choose the properties you want to update from Slack and the Call to Action buttons available with every message.

Choose Where to Publish

Choose whether to send this message to a Slack channel, as a Direct Message or to a group of users on Slack.

Your Sales Team Will Love Sidekick

Log your Meeting Notes from Slack itself.

Log your Meeting Notes from Slack itself.

Customize with any meeting propety

Customize with any meeting propety

Have your meeting context on Slack.

Have your meeting context on Slack.

Mark No Show/Cancelled from Slack

Mark No Show/Cancelled from Slack

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