Slack + Go Fig

Operations

Put Celeste inside Slack so finance questions get answered where your team already works.

Slack is where strategic finance actually happens. The one-off question from the CEO, the deal-desk thread, the board-prep push, it all lives in Slack. Go Fig's Slack integration is primarily a conversational surface for Celeste rather than a pure data source. Celeste joins the channels you invite her to, responds to @mentions, direct messages, and slash commands, and traverses the Financial Intelligence Graph to answer questions like 'What's gross margin by segment for Q2?' or 'Why did Texas revenue drop last month?' directly in thread, with chart attachments and source links back to the underlying flow in Go Fig. On the data side, Go Fig also ingests channel structure, workflow metadata, user groups, and message activity patterns when customers want to analyze operational signals. Setup respects Slack's workspace and Enterprise Grid boundaries, installation is per workspace or per grid, and every Celeste response is permissioned against the asking user's Go Fig role so finance-sensitive data does not leak into open channels.

Connect Slack See All Integrations

Key facts

Primary role: Conversational surface for Celeste
Deployments: Slack Free, Pro, Business+, Enterprise Grid
Invocation: @Celeste mention, DM, slash command
Permissioning: Per-user Go Fig role enforced in every response
Data ingestion: Optional, channel and workflow metadata

SOC 2 Type II · All integrations

What you can do with Slack data in Go Fig

Ask Celeste anything in thread

Mention @Celeste in any channel or DM and ask 'revenue by region last quarter' or 'why is OPEX up 8% vs budget'. Celeste traverses the Financial Intelligence Graph, runs the analysis, and posts the answer with a chart and a link back to the flow, no context switch to another tool.

Scheduled report delivery

Pin dashboards, KPI cards, or specific flows to daily, weekly, or monthly delivery in the channels that own them (finance-weekly, exec-metrics, sales-leadership). Reports arrive as native Slack messages with charts and drill-through links.

Alerts on material changes

Set thresholds on any metric in Go Fig (gross margin, burn, AR aging, segment revenue) and route alerts to the right channel when breached. Alerts include the causal context from the FIG, not just a metric delta.

Data available from Slack

Go Fig extracts and normalizes the following data from your Slack account:

Channels (public and private Celeste is invited to)

Users and user groups

Workflows and workflow steps

App mentions and slash-command invocations

Direct messages to Celeste

Reactions on Celeste responses (for feedback loop)

File uploads routed through Celeste

Channel membership and activity metadata

Enterprise Grid team structure

Thread and reply context for conversational continuity

How to connect Slack

Install the Go Fig Slack app

From your Go Fig settings, click Install to Slack and approve the OAuth scopes. Workspace admin approval is required for first install. Enterprise Grid customers install at the organization level, which makes Celeste available to every workspace under the grid without repeat authorization.

Invite Celeste to channels

Add @Celeste to the channels where finance questions actually happen (finance, fp-and-a, exec, deal-desk, sales-leadership). Celeste only reads messages in channels she is explicitly invited to, so private channels stay private by default. DMs to Celeste work immediately without any channel invite.

Configure slash commands and alert routing

Slash commands like /fig ask, /fig report, and /fig alert are registered automatically. Map each canonical alert (burn rate breach, AR aging spike, revenue anomaly) to a destination channel. Scheduled report delivery is configured per dashboard and per channel so the right insights land in the right place.

Set permissions and workspace allowlisting

Every Celeste response is filtered through the asking user's Go Fig role, so a rep asking for company-wide margin in a sales channel gets the same permissioning as in Go Fig itself. Workspace allowlisting lets admins restrict which Slack workspaces under an Enterprise Grid can invoke Celeste at all, useful for guest workspaces or acquired companies not yet in scope.

Authentication: Slack app installed via OAuth 2.0 with the following scopes: app_mentions:read, channels:read, chat:write, commands, files:write, im:history, im:read, im:write, users:read, workflow.steps:execute. Enterprise Grid customers install at the org level with admin approval so Celeste is available across workspaces under consistent governance. No bot scopes beyond those required for message response are requested.

Common Questions About Slack Integration

How do people actually talk to Celeste in Slack?

Three invocation paths. First, @Celeste mentions in any channel where she is a member, useful for mid-thread questions where the context matters. Second, direct messages to Celeste for private analysis. Third, slash commands like /fig ask <question> or /fig report <dashboard> for quick access. All three produce the same response quality, charts and narrative summary with drill-through links back to the underlying flow in Go Fig.

Does Celeste maintain conversational context in a thread?

Yes. Within a thread, Celeste remembers prior questions and refines her answer based on follow-ups. 'What's margin by region?' followed by 'just North America please' works as expected, and 'why is it down?' as a third message triggers a causal traversal in the Financial Intelligence Graph. Context is thread-scoped, so a new channel or new DM starts fresh.

How does this work with Slack Enterprise Grid?

Enterprise Grid customers install Go Fig at the organization level, which makes Celeste available across every workspace under the grid. Admin governance is centralized: scope approval, workspace allowlisting, and audit logging all happen at the org tier. Per-workspace Celeste usage is visible to grid admins for compliance. Cross-workspace channels (shared channels, multi-channel guests) are supported with the asking user's Go Fig role still enforced on every response.

Is finance data exposed in open channels?

Only to the extent the asking user is authorized to see it. Celeste respects Go Fig role-based permissions on every response, so if a user without access to company-wide OPEX asks a question in a general channel, Celeste returns a permissioned answer or a polite denial rather than exposing restricted figures. Admins can additionally restrict Celeste to specific channels and require Celeste-only responses in DM for the most sensitive analyses.

What Slack data does Go Fig actually ingest, if any?

Slack is primarily a conversational surface, not a data source. That said, Go Fig does ingest channel structure, user and user-group membership, workflow metadata, and activity patterns on channels where Celeste is invited, because some customers want to analyze operational signals (deal-desk thread volume by rep, incident channel frequency, cross-team collaboration patterns). Message content in non-Celeste channels is never read. Ingestion is opt-in per workspace and disabled by default.