ClozeLoop for Slack

ClozeLoop integration guide for Slack

The ClozeLoop Slack app brings ClozeLoop's notices into Slack and lets your team send coaching notes and agenda items to ClozeLoop without leaving Slack. This guide covers adding, using, and removing the app, and exactly what ClozeLoop can and cannot see.

What it does

Notices as Slack DMs. As ClozeLoop turns this on for your organization, people who link their account get ClozeLoop's notices, such as new assignments, reminders, results, and deal room activity, as direct messages from the ClozeLoop app instead of email.
Log to ClozeLoop. From a message's menu, the /clozeloop command, or the app's Home tab, a person can send a coaching note, add an item to their next one on one, or ask for coaching. Only the message they choose is sent, and only when they choose to send it.
A ClozeLoop channel. An administrator can pick one channel for ClozeLoop to post to. ClozeLoop never posts anyone's scores or coaching to a channel, and never posts to a channel shared with another organization.

What ClozeLoop can and cannot see

ClozeLoop never reads your channels or your direct messages. It has no access to message history. It sees only what is sent to it: a command someone runs, a button someone presses, and a message someone chooses to log to ClozeLoop.

Why Slack shows a "not approved" notice

While you add the app, Slack may say that it has not approved ClozeLoop. Slack shows that notice for every app that is not yet listed in the Slack Marketplace. It is not a warning about ClozeLoop. We are working toward a Marketplace listing, and the permissions below are the same either way.

Requirements

A ClozeLoop administrator to connect the app. They connect it once for your whole workspace.
Permission in Slack to add apps to your workspace. If your workspace requires approval for new apps, a Slack admin approves ClozeLoop first.

Adding the app

An administrator does this once.

Sign in to ClozeLoop and go to Admin, then Settings.
On the Slack card, click Connect Slack.
In the Slack window, review the permissions and click Allow.
The card shows Connected, and the ClozeLoop app sends you a DM with next steps.

Then bring your team in:

On the Slack card, click Invite my team. Everyone in Slack whose email matches a ClozeLoop account gets a DM with a Link my account button.
Each person presses Link my account to connect their own Slack and ClozeLoop accounts. They can also run /clozeloop connect in Slack.
If someone's Slack and ClozeLoop emails differ, an administrator can link them from Manage people on the Slack card.

To pick the ClozeLoop channel, invite the ClozeLoop app to a channel, then run /clozeloop channel there.

Using the app

Notices: they arrive as DMs from the ClozeLoop app, each with a button that opens the right page in ClozeLoop. Each person chooses what they hear about from their ClozeLoop notification settings.
Log to ClozeLoop: open a message's menu and choose Log to ClozeLoop, or run /clozeloop note, /clozeloop agenda, or /clozeloop ask, then pick the person and press Save.
Help: run /clozeloop help for every command.

Permissions

ClozeLoop asks Slack only for what it uses.

Permission	Why ClozeLoop needs it
`chat:write`	Send DMs, and post to the channel your administrator picks
`im:write`	Open a DM with a person who linked their account
`users:read`	Check whether a member is a guest, a bot, or deactivated before inviting or linking them
`users:read.email`	Match a Slack member to their ClozeLoop account by email address
`commands`	The `/clozeloop` command and the Log to ClozeLoop shortcut
`channels:read`, `groups:read`	Confirm the ClozeLoop channel exists, that the app is in it, and that it is not shared outside your organization
`mcp:connect`	Let Slack's own assistant use ClozeLoop's tools on a person's behalf. ClozeLoop offers no tools through it yet

ClozeLoop requests no permission to read message history in any channel or DM.

Removing the app

You can disconnect from either side, and either one fully removes ClozeLoop's access.

From ClozeLoop: go to Admin, then Settings, click Disconnect on the Slack card, then confirm. This deletes the stored Slack token immediately and ends every person's link.
From Slack: open your workspace's app management, find ClozeLoop, and choose Remove app.

A person can also unlink only themselves, from the ClozeLoop app's Home tab in Slack or from their ClozeLoop notification settings.

Data and privacy

ClozeLoop stores your workspace's id and name, and the Slack token that authorizes the app. The token is encrypted at rest and deleted when the app is removed.
For each person who links, ClozeLoop stores their Slack member id and which ClozeLoop account it belongs to. Email addresses are compared at the moment of linking.
To avoid sending the same notice twice, ClozeLoop keeps a short record of which notice went to which person and when, for seven days. It does not keep a copy of the message.
A message someone logs to ClozeLoop becomes a coaching note, agenda item, or coaching request in your ClozeLoop workspace, under our Data Retention practices.

Full detail is in the Slack Integration section of our Privacy Policy.

Troubleshooting

Someone did not get a Link my account message. Their Slack email must match their ClozeLoop email. If it does not, an administrator can link them from Manage people on the Slack card, or the person can run /clozeloop connect.

ClozeLoop will not use a channel. The app must be invited to the channel first, and the channel must not be shared with another organization.

The connection stopped working. An administrator can click Disconnect and then Connect Slack again from Admin, then Settings.

Support

Questions or issues, email info@clozeloop.com. We answer within two business days.