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Intro to Plane Slack AI ​

Video Placeholder Duration: 4-6 minutes Topics covered: Slack AI overview, mentioning Plane AI, creating items from Slack, getting updates

What is Plane Slack AI? ​

Plane Slack AI brings Plane's AI assistant directly into your Slack workspace. Mention @Plane in any channel or thread to interact with your project data without leaving Slack.

It's like having Plane's AI Sidecar available in your team conversations.

Prerequisites ​

Before using Plane Slack AI:

  1. Slack integration must be connected (see Plane 202)
  2. Pro plan or higher required
  3. Personal account connection for best experience

Mentioning @Plane ​

Basic Interaction ​

Mention @Plane in any message to trigger the AI:

@Plane What's the status of Sprint 5?

The AI responds in the thread with relevant information.

In Channels ​

Works in any channel where Plane has been added:

  • Public channels (Plane joins automatically)
  • Private channels (must be manually invited)

In Threads ​

Use @Plane within threads for contextual conversations:

Thread: "We need to fix the checkout bug ASAP"
    └── @Plane Create a high-priority bug for this

Creating Work Items from Slack ​

From Conversations ​

Turn any Slack message into a work item:

User: "The dashboard is loading really slowly for customers"

You: @Plane Create a bug from this conversation

Plane AI: Created WEB-270: Dashboard performance issue for customers
- Type: Bug
- Priority: High
- Description: Based on the conversation, customers are
  experiencing slow dashboard loading times.

With Specific Details ​

Add details in your request:

@Plane Create a feature request for dark mode, assign to Alice,
add to the UI Improvements module

Plane AI: Created WEB-271: Add dark mode support
- Type: Feature
- Assignee: Alice
- Module: UI Improvements

Using Thread Context ​

The AI reads the entire thread for context:

Thread discussing payment issues...
    └── @Plane Create a bug for what we're discussing here

Plane AI: Created WEB-272: Payment processing timeout errors
[AI uses thread context to populate the work item]

Getting Project Updates ​

Status Queries ​

Ask about project status directly in Slack:

@Plane How is the Mobile App project progressing?

Plane AI: Mobile App Project Status:
- Active Cycle: Sprint 12 (5 days remaining)
- Completion: 68%
- Items In Progress: 8
- Blockers: 2 items blocked

Personal Updates ​

Check your own work:

@Plane What's assigned to me?

Plane AI: You have 6 assigned items:
High Priority:
- WEB-250: Payment gateway (Due: Tomorrow)
- WEB-253: Security patch

Medium Priority:
- WEB-260: Dashboard redesign
- WEB-261: API documentation
...

Team Updates ​

Get team information:

@Plane What did the engineering team complete this week?

Plane AI: Engineering Team - This Week:
Completed: 12 items
- 5 bugs fixed
- 4 features shipped
- 3 improvements

Top contributors: Alice (4), Bob (3), Carol (3)

When someone shares a Plane link in Slack, Plane AI provides rich previews:

User: Check out this issue: https://app.plane.so/project/WEB-250

[Plane Preview]
┌─────────────────────────────────────┐
│ WEB-250: Payment gateway integration│
│ Status: In Progress | Priority: High│
│ Assignee: Alice | Due: Jan 20      │
│ [View] [Comment] [Change Status]    │
└─────────────────────────────────────┘

Quick Actions from Previews ​

Click buttons in the preview to:

  • View full details
  • Add a comment
  • Change status
  • Update priority

Thread Sync ​

Keep Slack discussions in sync with Plane:

Enable Thread Sync ​

When creating a work item from Slack:

  1. Check "Enable Thread Sync"
  2. Comments in Slack appear in Plane
  3. Comments in Plane appear in Slack

Use Cases ​

  • Keep stakeholders in the loop via Slack
  • Allow non-Plane users to participate
  • Maintain conversation context

Slack Commands ​

/plane Command ​

Use /plane for quick actions:

/plane create bug "Login timeout on mobile"
/plane search "authentication issues"
/plane status Sprint 5

Message Shortcuts ​

Right-click any message for Plane actions:

  • Create Work Item — Turn message into task
  • Link Work Item — Connect to existing item

Notification Integration ​

Project Notifications in Slack ​

Configure channels to receive updates:

#engineering-updates receives:
- New high-priority bugs
- Items completed
- Blockers identified

Personal Notifications ​

Connect your Slack account to receive:

  • Mentions in Plane comments
  • Assignment notifications
  • Status changes on subscribed items

Example Workflows ​

Bug Triage in Slack ​

Customer Success: "Customer ABC reporting login issues"
    ├── Engineer: "Sounds like the auth timeout bug"
    ├── @Plane Is there an existing issue for auth timeouts?
    │   └── Plane AI: Found WEB-200: Authentication timeout...
    └── Engineer: "Let's link this to that"
        └── @Plane Add Customer ABC to WEB-200 as affected

Sprint Planning ​

PM: "Time for sprint planning! @Plane what should we prioritize?"

Plane AI: Based on backlog priority and team capacity:
Recommended for Sprint 13:
1. WEB-300: Critical security fix (13 pts) - Must do
2. WEB-301: Payment flow (8 pts) - Customer commitment
3. WEB-302: Performance (5 pts) - High impact
...

Daily Standups ​

Team Lead: "@Plane Give us a standup summary"

Plane AI: Daily Standup Summary - Jan 15

Yesterday's Progress:
- 4 items moved to Done
- 2 items moved to In Progress

Today's Focus:
- 6 items In Progress
- 2 items with Today deadline

Blockers:
⚠️ WEB-255: Waiting on API key
⚠️ WEB-260: Needs design review

Best Practices ​

Use Specific Channels ​

  • Create dedicated channels for Plane notifications
  • Use project-specific channels for focused discussions

Leverage Context ​

  • Let the AI read threads before creating items
  • Include relevant details in your requests

Combine with Thread Sync ​

  • Enable for important discussions
  • Keep stakeholders informed without manual updates

Train Your Team ​

  • Share common @Plane commands
  • Create channel bookmarks for frequent queries

Key Takeaways ​

  • Mention @Plane in Slack to interact with your projects
  • Create work items directly from conversations
  • Get project and personal status updates
  • Link previews show rich information with quick actions
  • Thread Sync keeps Slack and Plane comments in sync
  • Use /plane commands for quick actions
  • Configure channel notifications for team updates

Next Steps ​

Learn to generate and refine content with Plane Compose.

Next Lesson: Intro to Plane Compose

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