Integrations Guide: Connecting ChatJot with Slack, Notion, and Zapier
Step-by-step instructions to integrate ChatJot with Slack for agent notifications, Notion for knowledge base syncing, and Zapier for lightweight automations.
Integrations Guide: Connecting ChatJot with Slack, Notion, and Zapier
Purpose: This guide walks through practical integrations to extend ChatJot: Slack for agent workflows, Notion as a knowledge base source for RAG, and Zapier to automate routine tasks without code.
Slack: Real-time agent notifications and threaded handoffs
Use case: Notify on high-priority conversations and allow agents to claim and respond via Slack.
Steps:
- Create a Slack app and generate a bot token with chat:write and channels:read scopes.
- In ChatJot, navigate to Integrations > Slack and paste the bot token.
- Map ChatJot event types (new conversation, high priority, escalation) to Slack channels.
- Enable threaded responses so agents can reply within Slack and the reply is posted back to the chat session.
Tip: Use mention-based claiming (react with emoji to claim) to coordinate across teams.
Notion: Syncing knowledge base for RAG and quick answers
Use case: Keep a centralized product documentation source and surface answers within the chatbot via RAG.
Steps:
- Create an integration in Notion and share the knowledge base pages with it.
- Use ChatJot's Notion connector to index pages into a vector store. Configure update frequency for incremental syncs.
- Configure the RAG pipeline in ChatJot to query the vector store and include top-k results in responses.
Tip: Structure pages with clear headings and short Q&A snippets to improve retrieval quality.
Zapier: Lightweight automations without engineering
Use case: Trigger actions like creating tickets, sending follow-ups, or updating spreadsheets.
Steps:
- In ChatJot, create a webhook action that fires on specific events (e.g., conversation closed with NPS < 7).
- In Zapier, create a Zap with Webhooks > Catch Hook and paste the ChatJot webhook URL.
- Map payload fields to downstream actions (create Trello card, add row to Google Sheets, email a manager).
Tip: Use Zapier filters to isolate only relevant events and avoid automation loops.
Best practices for integrations
- Limit permissions to minimum required scopes and rotate tokens regularly.
- Use staging environments for testing integrations before production rollout.
- Monitor webhook delivery and implement idempotency to avoid duplicate actions.
- Document each integration's purpose and owner in your internal wiki.
"Integrations extend ChatJot's value — automate what drains time, but keep humans in the loop for judgment calls."
By combining Slack for collaboration, Notion for knowledge, and Zapier for automations, teams can build a resilient support workflow that scales without heavy engineering effort. These connections are also a strong foundation for more advanced automations like event-triggered messaging and personalized follow-ups.
Author: DevX Team