Slack bot
Draft, send and chase invoices by messaging a bot in Slack. The bot is part of the Pro plan.
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Connect it
- In Settings, choose the Slack option and approve the app for your workspace.
- Send the bot a direct message. The first time, it does not know who you are, so it replies with a one-time link.
- Open the link while signed in here and confirm. From then on, messages from your Slack user act on your account.
Anyone else in the workspace who messages the bot gets the same one-time link. They can only use it for an account they can sign in to themselves, so nobody reaches your invoices by messaging the bot.
What you can ask
- “What’s unpaid?” lists invoices, filtered by status if you say one.
- “Invoice Example Outfitters for 12 hours, November 1 to 8, storefront repo” drafts from commit history.
- “$150 phone call with Example Outfitters yesterday” records a paid invoice.
- “Mark the Outfitters invoice paid” does that.
- “Send it” emails the invoice to the client.
The bot is an AI assistant, so phrase things however is natural. It asks when something is missing, such as which client or how many hours.
Where it gets commit history
There are two sources, and the bot uses synced history when both exist:
- Synced history. Commits you uploaded with the command-line tool. This works for private repos and repos that are not on GitHub.
- GitHub. Commits read directly, using the access you set up under GitHub access.
To keep a repo synced without thinking about it, run this once inside it:
invoice sync --install-hookWhat the bot can see in Slack
Direct messages sent to it, and messages that mention it. It cannot read your channels or other people’s conversations.