Terapage integrations

Slack Integration Guide

Connect Terapage to Slack so your research team can receive real-time study updates, AI insights, participant activity, approvals, reminders, and operational alerts in the Slack channels where your team already works.

What it does

Sends selected Terapage workspace and study notifications into Slack channels or direct messages, helping teams respond faster without constantly checking the platform.

Who uses it

Researchers, collaborators, observers, research operations teams, client teams, and project managers who need quick visibility across active studies.

Best for

Live interviews, focus groups, diary studies, AI-moderated interviews, community updates, approval alerts, participant activity, and insight publishing workflows.

Before you start

You must be a Terapage workspace admin or have permission to manage workspace integrations.
You must be able to install apps in the Slack workspace you want to connect.
Decide which Slack channels should receive Terapage notifications, for example #research-ops, #study-alerts, or a private project channel.

1. Open the Integrations area in Terapage

Go to Workspace Administration inside Terapage.

Select Integrations from the left-hand menu.

Find the Slack card and click Manage or connect Slack if it has not already been connected.

Terapage integrations page showing the Slack integration card

The Slack card appears inside Terapage Workspace Administration > Integrations.

2. Authorise Terapage in Slack

Slack will ask you to review the permissions requested by the Terapage app. Select the correct Slack workspace, review the access request, then click Allow.

Permission area	Why Terapage uses it
Channels and conversations	To show available channels and send selected notifications to the channels you choose.
Workspace information	To confirm the Slack workspace connected to your Terapage workspace.
Actions in channels	To post study updates, alerts, insights, and notification messages.

Slack permission screen asking to allow the Terapage app to access Slack

Review the Slack permission screen carefully before allowing access.

3. Choose the channels and direct messages to notify

After Slack is connected, configure where notifications should be sent. You can route different events to public channels, private channels, or direct messages.

Public channels: Select available channels directly from the Terapage interface.
Private channels: Invite the Terapage Slack app to the private channel first, then select it in Terapage.
Direct messages: Send notifications to the connected Slack user or add additional Slack member IDs.

Tip: Create separate channels for study alerts, AI insights, participant issues, and approval requests so updates stay organised.

Terapage Slack integration settings showing notification channels and direct message notifications

Configure channels, private channels, direct messages, and event settings from the Slack Integration page.

Recommended notification setup

Slack destination	Recommended events	Best user group
#study-alerts	Participant completions, activity submissions, overdue tasks, study milestones.	Researchers and project managers.
#ai-insights	New AI summaries, themes, sentiment alerts, published insights, recap updates.	Insight teams, clients, observers.
#research-ops	Recruitment issues, quota changes, consent alerts, incentive updates, approval requests.	Operations and admin teams.
Direct message	High-priority alerts, failed automation, approval reminders, urgent participant issues.	Workspace admins and study leads.

Events Terapage can send to Slack

Participant activity

New sign-ups, completion alerts, drop-offs, missed activities, quota updates, and participant status changes.

Study operations

Approvals, reminders, scheduled interviews, completed sessions, focus group changes, and internal workflow alerts.

AI insights

AI summaries, transcripts, themes, sentiment changes, coded outputs, published reports, and recap highlights.

Private channel setup

For private Slack channels, first invite the Terapage app into the channel from Slack. You can usually do this by typing an invite command in the private channel, then returning to Terapage and selecting that channel as a notification destination.

Important: Terapage can only post into channels where the app has been authorised and added. If a private channel does not appear, check that the Terapage app has been invited into that channel.

Managing or disconnecting Slack

Go to Workspace Administration > Integrations > Slack > Manage.
Add or remove channels and direct message recipients.
Change which event types are sent to Slack.
Disconnect Slack if your team no longer wants Terapage to post updates to the workspace.

Connected When Slack is connected successfully, Terapage shows the integration status in the Slack card and in the Slack Integration settings page.

Troubleshooting

Issue	What to check
Slack channel is missing	Confirm the channel exists, the app has access, and private channels have invited the Terapage app.
Notifications are not appearing	Check that the channel is selected, the event type is enabled, and Slack access has not been revoked.
Wrong Slack workspace connected	Disconnect Slack, reconnect, and select the correct Slack workspace during the Slack authorisation step.
Team member does not receive DMs	Confirm the Slack member ID is correct and that direct message notifications are enabled.

To sum it up: Terapage Slack integration helps research teams stay aligned by sending participant activity, study operations, approvals, AI insights, and urgent alerts directly into Slack.