Stay on top of everything — right inside Slack
The Substly Slack bot keeps your team informed about important updates and events without leaving Slack. Once connected, you’ll receive real-time notifications about Shadow IT, financial data imports, renewals, user management, and more — directly in the channel of your choice.
This makes it easy to:
Spot Shadow IT and take action immediately
Stay on top of financial imports, renewals, and optimization insights
Manage onboarding and offboarding efficiently
Keep everyone aligned on important updates — in real time
Notifications you’ll receive
Once activated, the Substly Slack bot will start posting messages based on activity in your account. Here’s an overview of the main categories and examples:
Shadow IT & Usage Tracking
New Unapproved Service (included in the Beta): When a user starts using an unapproved service.
Multiple Users Detected (included in the Beta): When several people use the same unapproved tool.
Repeated Usage (included in the Beta): When a user repeatedly uses an unapproved service.
Financial Data & Integrations
Transaction File Processed (included in the Beta): Confirms a file was successfully uploaded and processed.
Transaction File Failed (included in the Beta): This alert notifies you of a formatting issue with an upload.
New Suppliers Waiting to be Synced (included in the Beta): Summarizes suppliers detected from your accounting system.
Upload Reminder (included in the Beta): Reminds you to upload a new transaction file after 3 months.
Adoption & Optimization
Low Adoption Rate (Service/User): Notifies you about underused tools or users with low engagement.
Potential Savings – Monthly Update: Summarizes your current savings opportunities.
Substly Extension
Pending Invites: Monthly summary of browser extension invitation statuses.
User Management & Offboarding
New Users Added to Substly (included in the Beta): Confirms a new user was added to Substly.
Offboarding Notifications (included in the Beta): Keeps you informed about ongoing or incomplete offboarding processes.
You can adjust which notifications are sent and to which channel in your Substly account settings. Contact your Substly administrator if you want to update these preferences.
Notification frequency summary
Frequency | Examples |
Immediate | New user added, Shadow IT detected, transaction processed |
Weekly | Renewal overview, new suppliers |
Monthly | Shadow IT (multiple/repeated), low adoption, potential savings |
Quarterly | Low adoption (user-level) |
Occasional reminders | Upload reminder, and offboarding follow-ups |
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