Notification channels
Connect Slack
1
Open Integrations settings
Go to Settings → Integrations. Look for the Slack section under Communication integrations.
2
Click Connect
Click Connect next to Slack. You’ll be redirected to Slack’s OAuth authorization page.
3
Authorize Daylit
Sign in to your Slack workspace if prompted, select the workspace you want to connect, and grant Daylit permission to post messages.
4
Choose a channel
After authorization, select or confirm the Slack channel where Daylit should post notifications. Daylit posts a confirmation message to verify the connection.
You need appropriate permissions in your Slack workspace to authorize third-party apps. If you don’t have those permissions, ask a Slack workspace admin to complete the connection.
What triggers notifications
Daylit sends notifications when meaningful events occur in your AR workflow:Overdue invoices
Overdue invoices
When an invoice passes its due date without a recorded payment, Daylit flags it and surfaces it in the Action Center. Slack and in-app alerts let you know immediately so you can prioritize follow-up.
AI insight ready
AI insight ready
When the AI Agent finishes analyzing a customer’s payment behavior or generates a new insight or recommendation, you receive a notification so you can review it and decide whether to act.
Action needs review
Action needs review
When Daylit generates a suggested action — such as a draft collection email or a recommended call — and it’s waiting for your approval before sending, you’re notified to review it in the Action Center.
Payment received
Payment received
When a payment is recorded against an open invoice (either synced from your accounting system or entered manually), Daylit notifies you so you can update the customer’s status.