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@danciaclara danciaclara commented Jan 2, 2026


Note

Major overhaul of docs/integrations/slack.mdx to modernize the Slack integration guide with new flows, images, and features.

  • Rewrites intro and setup, updates screenshots, and simplifies steps for connecting workspace and personal accounts
  • Expands creation flows (message shortcut and /plane) with modal options (Project, Add as, Work Item Type) and Thread Sync details
  • Renames/clarifies linking: link existing work items to Slack threads; adds guidance for private channels
  • Adds project-to-channel notifications configuration with updated visuals
  • Introduces DM notifications (enablement steps and triggers)
  • Adds Plane AI usage in Slack (@Plane for creating items, project info, cycle status)
  • Updates link previews with new quick action buttons (View, Assign to me, Update Work Item)
  • Retitles and refines privacy section to Privacy and permissions

Written by Cursor Bugbot for commit 057ca8c. This will update automatically on new commits. Configure here.

Summary by CodeRabbit

  • Documentation
    • Rewrote Slack integration intro and streamlined setup with updated screenshots and simplified steps.
    • Consolidated and clarified flows for creating work items from Slack — replaced message-shortcut text flow with a modal-based flow and updated visuals.
    • Reworked slash-command, linking workflows (threads and project channels), and renamed sections for clarity.
    • Added DM notification setup, Plane AI agent usage examples, and updated quick action buttons.
    • Expanded privacy and permissions details with clearer data handling notes.

✏️ Tip: You can customize this high-level summary in your review settings.

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coderabbitai bot commented Jan 2, 2026

📝 Walkthrough

Walkthrough

Docs for the Slack integration (docs/integrations/slack.mdx) were rewritten: intro and setup flows updated, screenshots replaced, message shortcut and slash-command flows converted to modal-driven creation, added DM notifications and Plane AI agent sections, and “Privacy and permissions” expanded.

Changes

Cohort / File(s) Change Summary
Slack integration doc
docs/integrations/slack.mdx
Rewrote intro and setup steps; replaced hero and many screenshots; consolidated Workspace vs Profile connection flows; replaced message shortcut and slash-command flows with modal-based Create Work Item (fields: Project, Add as, Work Item Type); renamed and restructured linking workflows to “Link existing work items to Slack threads”; added “Get DM notifications” and “Use Plane AI agent in Slack” sections; renamed “Link previews” → “Quick action buttons”; expanded “Privacy and permissions” details; removed/updated image refs and adjusted EOF newline handling.

Sequence Diagram(s)

sequenceDiagram
    autonumber
    participant User
    participant SlackClient as Slack
    participant PlaneAPI as Plane
    participant DB as Database
    Note over User,SlackClient: User triggers "Create work item" via Slack modal
    User->>SlackClient: open message shortcut / slash command
    SlackClient->>PlaneAPI: fetch modal schema & projects
    PlaneAPI->>DB: query user's projects & permissions
    DB-->>PlaneAPI: return projects
    PlaneAPI-->>SlackClient: modal payload (Project, Add as, Work Item Type)
    SlackClient-->>User: render modal
    User->>SlackClient: submit modal with details
    SlackClient->>PlaneAPI: create work item payload
    PlaneAPI->>DB: persist work item
    DB-->>PlaneAPI: confirm creation
    PlaneAPI-->>SlackClient: success response + link/quick actions
    SlackClient-->>User: post confirmation & quick action buttons
    Note right of PlaneAPI: If user mentions `@Plane` (AI agent), PlaneAPI calls AI service and returns suggestions/edits
Loading

Estimated code review effort

🎯 2 (Simple) | ⏱️ ~10 minutes

Poem

🐇 I hopped through pixels, nudged a screenshot bright,

Swapped shortcuts for modals, made DM pings alight,
I taught @Plane to chat and link with delight,
A tiny rabbit cheer for docs done right. 🥕✨

Pre-merge checks and finishing touches

✅ Passed checks (3 passed)
Check name Status Explanation
Title check ✅ Passed The title 'Updated Slack integration' directly corresponds to the main changeset, which comprehensively refreshes the Slack integration documentation with updated screenshots, expanded workflows, and new features.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
✨ Finishing touches
  • 📝 Generate docstrings

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Actionable comments posted: 1

📜 Review details

Configuration used: defaults

Review profile: CHILL

Plan: Pro

📥 Commits

Reviewing files that changed from the base of the PR and between c585149 and c8046ff.

📒 Files selected for processing (1)
  • docs/integrations/slack.mdx
🧰 Additional context used
🪛 LanguageTool
docs/integrations/slack.mdx

[grammar] ~124-~124: Ensure spelling is correct
Context: ... or thread. 2. Click the three-dot menu adn select Link Work Item. ![Lin...

(QB_NEW_EN_ORTHOGRAPHY_ERROR_IDS_1)

⏰ Context from checks skipped due to timeout of 90000ms. You can increase the timeout in your CodeRabbit configuration to a maximum of 15 minutes (900000ms). (1)
  • GitHub Check: Cursor Bugbot
🔇 Additional comments (5)
docs/integrations/slack.mdx (5)

15-15: LGTM! Clear introduction with new AI mention.

The updated introduction effectively highlights the integration's key features, including the new Plane AI interaction capability. This sets clear expectations for users.


81-116: Excellent expansion of work item creation documentation.

The detailed step-by-step instructions and modal field descriptions significantly improve the user experience. The explanations for Thread Sync and the distinction between Work Item and Intake options are particularly helpful.


171-194: Well-documented new feature.

The DM notifications section is clearly structured with explicit instructions for enabling the feature and understanding what triggers notifications. This helps set appropriate user expectations.


196-221: Excellent documentation of AI agent feature.

The Plane AI agent section effectively demonstrates the feature through practical, conversational examples. The inclusion of different use cases (creating work items, getting project info, checking cycle progress) helps users understand the breadth of AI capabilities.


33-40: Setup steps are clear and accessible.

The streamlined setup steps (lines 33-40) are well-written and user-friendly. All image URLs throughout the file are accessible and load correctly.

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Actionable comments posted: 3

📜 Review details

Configuration used: defaults

Review profile: CHILL

Plan: Pro

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Reviewing files that changed from the base of the PR and between c8046ff and ca5cbb0.

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  • docs/integrations/slack.mdx
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  • GitHub Check: Cursor Bugbot
🔇 Additional comments (6)
docs/integrations/slack.mdx (6)

15-16: Clear and engaging introduction.

The updated opening effectively communicates the integration's value proposition and sets expectations for the guide.


33-40: Well-structured setup instructions.

The workspace connection steps are clear, concise, and guide users through the authentication flow effectively.


124-124: Previous typo fixed.

The spelling error flagged in a previous review ("adn" → "and") has been corrected.


171-194: Excellent addition: DM notifications section.

The new DM notifications feature is well-documented with clear enablement steps, specific triggers, and helpful context about what users can expect.


232-241: Clear and actionable quick action buttons documentation.

The updated link previews section with explicit button descriptions makes it easy for users to understand the available quick actions.


244-254: Comprehensive privacy and permissions section.

The updated privacy section provides appropriate transparency about data collection and handling while reassuring users about security measures.

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Actionable comments posted: 1

Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (2)
docs/integrations/slack.mdx (2)

57-57: Fix incorrect internal link target.

The link text says "Profile settings" but the anchor points to #from-workspace-settings. It should point to #from-profile-settings to match the section heading on line 60.

🔎 Proposed fix
-Only one Workspace Admin can connect their personal Slack account via Workspace Settings. Other Admins and Members can connect theirs from [Profile settings](/integrations/slack#from-workspace-settings).
+Only one Workspace Admin can connect their personal Slack account via Workspace Settings. Other Admins and Members can connect theirs from [Profile settings](/integrations/slack#from-profile-settings).

227-227: Fix terminology inconsistency.

Use "Work Items" instead of "Issues" to maintain consistent terminology throughout the documentation.

🔎 Proposed fix
-- **Issues**  
+- **Work Items**  
   Title, status, priority, assignee, and quick actions.
♻️ Duplicate comments (1)
docs/integrations/slack.mdx (1)

83-83: Remove redundant sentence and fix terminology inconsistency.

This sentence is redundant with the introduction on lines 81-82 and uses "issues" instead of the consistent "work items" terminology used throughout the document.

🔎 Proposed fix
-There are two easy ways to create issues from Slack, depending on your workflow: using the message shortcut or the `/plane` command. Any updates in Plane to fields like State, Assignee, or others will automatically reflect in the linked Slack thread.
+Any updates in Plane to fields like State, Assignee, or others will automatically reflect in the linked Slack thread.
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5. Select a Plane Project and the corresponding Slack Channel you’d like to connect.
6. Click Save.

Once set, Plane will automatically post updates to the selected Slack channel every time a new work item is created in that project keeping your team informed and your workflows connected.
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⚠️ Potential issue | 🟡 Minor

Add missing punctuation for clarity.

The sentence is missing punctuation between clauses. Add a comma or dash before "keeping your team informed" to improve readability.

🔎 Proposed fix
-Once set, Plane will automatically post updates to the selected Slack channel every time a new work item is created in that project keeping your team informed and your workflows connected.
+Once set, Plane will automatically post updates to the selected Slack channel every time a new work item is created in that project, keeping your team informed and your workflows connected.
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
Once set, Plane will automatically post updates to the selected Slack channel every time a new work item is created in that project keeping your team informed and your workflows connected.
Once set, Plane will automatically post updates to the selected Slack channel every time a new work item is created in that project, keeping your team informed and your workflows connected.
🤖 Prompt for AI Agents
In docs/integrations/slack.mdx around line 169, the sentence "Once set, Plane
will automatically post updates to the selected Slack channel every time a new
work item is created in that project keeping your team informed and your
workflows connected." is missing punctuation before the clause "keeping your
team informed"; insert a comma (or a dash) after "project" so it reads
"...created in that project, keeping your team informed and your workflows
connected." to improve clarity and readability.

@sriramveeraghanta sriramveeraghanta merged commit 7c44dd4 into master Jan 4, 2026
4 checks passed
@sriramveeraghanta sriramveeraghanta deleted the slack-integration-updates branch January 4, 2026 18:25
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3 participants