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:

1. Create a Slack app and generate a bot token with chat:write and channels:read scopes.
2. In ChatJot, navigate to Integrations > Slack and paste the bot token.
3. Map ChatJot event types (new conversation, high priority, escalation) to Slack channels.
4. 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:

1. Create an integration in Notion and share the knowledge base pages with it.
2. Use ChatJot's Notion connector to index pages into a vector store. Configure update frequency for incremental syncs.
3. 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:

1. In ChatJot, create a webhook action that fires on specific events (e.g., conversation closed with NPS < 7).
2. In Zapier, create a Zap with Webhooks > Catch Hook and paste the ChatJot webhook URL.
3. 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

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