How to send a message from a client in Assembly (formerly Copilot) to Slack
Véronique Cadet
50 steps
3 minutes
Slack
Make
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Make, look for Assembly (formerly Copilot) and this logo.
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Create a new scenario in Make
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Click the + button to add a trigger. Search for and select "Copilot"
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Click "Watch Sent Messages"
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Click "Add" or "Create a webhook"
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Name your webhook then select or add your Copilot Account
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Click "Save"
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Click "Copy address to clipboard"
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In a new tab go to the Copilot Dashboard
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Click "Settings"
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Click "API"
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Click "New webhook"
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Label the webhook and paste the webhook URL from Make into the Endpoint URL field
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Click the "Events to send" field
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Click "message.sent"
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Click "Update"
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Click "Confirm"
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Click "OK"
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Now it's time to test the trigger by submitting the form as your test client. Right-click here
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Click "Run this module only"
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Go to your client test portal and send a message as your test client
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Back in Make, you should see that the trigger ran successfully
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Add a new module and select “Copilot”
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Click "Retrieve a Client"
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Click here
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Click "Sender ID"
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Click "OK"
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Add a new module, search and select "Slack"
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Click "Create a Message"
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Click "Add"
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Click here
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Select if you want the message to come from a Bot or User
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Name your connection then click "Save"
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A popup will appear. Click "Allow"
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Click the dropdown then click "Select from the list"
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Click the dropdown then select the channel type
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Click the dropdown and search for the channel you want
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Click here to write the message you want to send
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You can use Information from the two previous steps like the name of the client
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To add the text of the message click here
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When you are done writing the text you want to send click "OK"
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Click the wrench icon and click "Set up a filter"
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Click the "Label" field and name the filter
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Click here
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Click "Sender ID"
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Click the dropdown
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Click "Exists"
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Click "OK"
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Go back to the retrieve a client Module, right click, and click "Add error handler"
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Click "Ignore"
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To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
