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Slack Integration Documentation

Everything you need to know about using Yanna in Slack

What Can You Do?

Yanna brings powerful document management directly into Slack

Conversational AI

Chat naturally with the bot to send documents - no forms or modals

Real-time Notifications

Get notified via channel webhooks and DMs when documents are opened, signed, or completed

Status Tracking

Check document status without leaving Slack

Template Search

AI-powered template search understands natural language

Commands Reference

All available slash commands you can use in Slack

/yanna send

Send a document for e-signature with conversational AI

Most Used

Examples:

/yanna send nda to john@example.com

/yanna send contract to jane@company.com, bob@company.com

/yanna send employment agreement to new-hire@startup.com

How it works:

  1. Type your command with template name and recipient(s)
  2. The bot asks for any missing info (subject line, etc.)
  3. Reply with /yanna [your answer]
  4. Document gets sent and you're auto-subscribed for updates

Important:

Each response must start with /yanna. For example: /yanna Complete this by Friday

/yanna status

Check the status of any document envelope

Examples:

/yanna status abc123-def456-ghi789

What you'll see:

  • Document subject and status
  • All recipients and their signature status
  • Creation and expiration dates
  • Direct link to view in dashboard

/yanna list

View your 10 most recent document envelopes

Example:

/yanna list

Quick actions:

  • See status at a glance
  • Click "View" to see full details
  • Recently sent documents appear at the top

/yanna templates

Browse and search available document templates

AI-Powered

Examples:

/yanna templates

/yanna templates nda

/yanna templates employment contract

/yanna templates invoice

AI Search Features:

  • Understands synonyms (e.g., "nda" = "non-disclosure agreement")
  • Searches titles, descriptions, and tags
  • Ranked by relevance using Groq AI
  • Click "Use Template" to start sending

/yanna subscribe

Get DM notifications for a specific document

Example:

/yanna subscribe abc123-def456-ghi789

You'll get notified when:

  • Document is opened by any recipient
  • Someone signs the document
  • All signatures are completed
  • Document expires or is revoked

Pro tip: When you send a document with /yanna send, you're automatically subscribed to notifications via both channel webhooks and DMs!

/yanna help

Show quick command reference

Example:

/yanna help

Common Use Cases

Real-world scenarios where Slack integration shines

Quick NDA for New Contractor

You're in a Slack thread discussing a new contractor. Instead of switching to email:

/yanna send nda to contractor@company.com

Check Status During Meeting

Someone asks if the contract was signed. Quick status check:

/yanna status [envelope-id]

Multi-Party Agreements

Send to multiple people at once and get notified as each signs:

/yanna send partnership agreement to partner1@co.com, partner2@co.com

Template Discovery

Not sure what template to use? Search and explore:

/yanna templates employment

Feature Highlights

Conversational AI (Powered by Groq)

The bot uses advanced AI to understand natural language. You can phrase commands in many ways:

/yanna send nda to john@example.com

/yanna send an nda to john@example.com

/yanna send john@example.com an nda

All work the same way!

Conversation Memory

The bot remembers your conversation context for 30 minutes. If you start sending a document but get interrupted, just come back and continue where you left off!

Security & Privacy

  • All commands are ephemeral (only you see them)
  • Request signature verification prevents spoofing
  • Rate limiting prevents abuse (100 commands/hour)
  • Workspace-level API keys (not user-level)

Smart Notifications

Get notified in multiple ways when documents are signed:

Channel Webhook Notifications

Automatic notifications posted to your Slack channel whenever envelope status changes. No setup required - just install the app!

✓ Document opened

✓ Document signed

✓ All signatures complete

✓ Document expired

Direct Messages (Optional)

Subscribe with /yanna subscribe to get DMs about specific documents

  • Who performed the action
  • What changed (opened, signed, etc.)
  • Progress tracking (e.g., "2 of 3 signatures complete")
  • Quick action buttons to view in dashboard

Troubleshooting

Common issues and how to fix them

Command doesn't work or shows "command not found"

  • Make sure you're typing /yanna (with the slash)
  • Try reinstalling the app to your workspace
  • Check if the bot is added to your channel

Bot asks for info but doesn't respond to my answer

Remember: Each response needs the /yanna prefix!

Wrong:

Confidentiality Agreement 2025

Correct:

/yanna Confidentiality Agreement 2025

Template not found

  • Use /yanna templates [search] to browse available templates
  • Try different keywords (e.g., "nda" instead of "confidentiality")
  • The AI understands synonyms, so be natural

Not receiving notifications

  • For channel notifications: Check your Slack channel - webhook notifications appear automatically when Incoming Webhooks are enabled
  • For DMs: Make sure you used /yanna subscribe [envelope-id]
  • Check your Slack DM preferences
  • Verify the bot can send you DMs

Rate limit exceeded

The workspace has a limit of 100 commands per hour to prevent abuse. Wait a few minutes and try again.

Best Practices

1

Be specific with subject lines

Use descriptive subjects so recipients know what they're signing

2

Subscribe to important documents

Get peace of mind with real-time updates on critical agreements

3

Use templates search when unsure

Browse templates to find the right one before sending

4

Check status instead of asking recipients

Use /yanna status to avoid bothering signers

5

Remember the /yanna prefix for responses

Every message to the bot needs to start with /yanna

Need More Help?

Test Connection

Go to settings and run a test to verify everything is working

View Dashboard

See all your documents and envelopes in the main dashboard

Still stuck? Contact support at support@yanna.pro and we'll help you out!

    Yanna - AI-Powered Demand Letter Generator