CloseDesk for Slack
CloseDesk sends your daily close reminders to Slack, so overdue tasks don’t slip while people are busy elsewhere.
Free on every CloseDesk plan.
Each morning, for each company, CloseDesk posts what is overdue or due soon in the channel you choose, grouped by the person it waits on and most overdue first. Each line shows the task, the close, the step (prepare, review or approve) and how overdue it is.
People are @mentioned in the summary when their CloseDesk email matches their Slack email, so Slack notifies them.
Everyone gets their own overdue and due-soon tasks, the same list as their reminder email. Nobody hears from CloseDesk on a day they have nothing due.
Open CloseDesk under Apps in Slack to see your own tasks that are overdue or due today, in every company, with a button to open My Workarea.
The summary carries a button that opens the Pending tasks list in CloseDesk, so the team goes straight from Slack to the work.
Admins can stop the reminder email for people who got the Slack message. Anyone not found in Slack still gets the email.
You need a CloseDesk account and to be an admin in it. Start free if you don’t have one yet.
For a private channel, type /invite @CloseDesk in it first. Messages go out each morning from 8 with CloseDesk’s reminder emails. Step-by-step guide: Get overdue tasks and reminders in Slack.
CloseDesk only posts messages. It doesn’t read your conversations or files, and it doesn’t keep your member list.
| Permission | Why CloseDesk asks for it |
|---|---|
chat:write | Post the daily summary in the channel you choose and send each person their direct message. |
chat:write.public | Post in a public channel without first being invited to it. |
channels:read | List your public channels, so an admin can pick one in CloseDesk. |
groups:read | List the private channels CloseDesk has been invited to, so an admin can pick one of those. |
users:read | Needed by Slack together with users:read.email, to look up one person by their email address. |
users:read.email | Find a person by their CloseDesk email, to send their direct message, @mention them and show their own tasks on the Home tab. |
Your workspace’s name and ID, the bot token (encrypted), and the channel and choices for each company. Task details are sent to Slack only in the messages themselves.
An admin can change the choices or press Disconnect Slack on Settings → Slack at any time. If you remove CloseDesk from your Slack workspace, CloseDesk notices and stops sending.
Support: support.closedesk@trianzor.com · Privacy policy · Terms · Security
CloseDesk brings checklists, sign-off, balance sheet reconciliations, GST and TDS recs, balance confirmations and reports into one place, with Tally and Zoho Books connectors.
