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Kertos SlackBot: Setup Guide & Overview
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Kertos SlackBot: Setup Guide & Overview

The Kertos SlackBot brings compliance tasks directly to your team in Slack. Instead of chasing colleagues to log into Kertos, your team receives automatic notifications and task reminders where they already work.

What you get

  1. Weekly Digest (Channel notification)
    A weekly summary posted to your chosen Slack channel with an overview of open policies, pending trainings, failed auto checks, and more.
  2. Direct Messages
    Automatic DMs sent to individual users when their action is required:
    1. Policy assigned for acceptance — sign off directly from Slack
    2. Policy assigned for review — approve or request changes
    3. Training assigned for completion — complete without opening Kertos
    4. Trust Center request received — reviewer notified instantly

Requirements & additional information

You need to have administrator access in Kertos.

You also need permission to install apps in your Slack workspace.

Step-by-Step Setup

Step 1: Install the Slack App in Kertos

  1. Log in to your Kertos account as an Admin.
  2. Navigate to Integrations.
  3. Locate Slack and click Install App.

Step 2: Authorize Slack

  1. Click on Configure Slack.
  2. Complete the OAuth flow by authorizing Kertos in your Slack workspace.

Step 3: Configure the Integration

  1. Select the channel where the Weekly Digest should be posted.
  2. Click Save to complete the setup.

Permissions requested

The Kertos SlackBot requests the following Slack scopes:

  • chat:write — to send messages and direct messages to users
  • users:read — to identify users for task assignments
  • channels:read — to list available channels for the Weekly Digest

Uninstalling

To remove the Kertos SlackBot from your workspace:

  1. Go to Settings in Kertos.
  2. Navigate to Integrations.
  3. Click Disconnect next to the Slack integration.

Alternatively, you can remove the app directly from your Slack workspace under Manage Apps.

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