How to send a message from a client in Assembly (formerly Copilot) to Slack
Véronique Cadet
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49 steps
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6 minutes
Slack
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Zapier, look for Assembly (formerly Copilot) and this logo.
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap
2
Click here
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Click the "Search…" field
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Type "Copilot"
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Click "Copilot"
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Click the "\*EventRequired" field
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Click "Message Sent"
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Click "Continue"
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Click "Choose" to select your connected Copilot account, or connect a new one
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Click "Continue"
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Click "Test trigger"
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Click "Continue with selected record"
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Click the "Search…" field and search for Copilot
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Click "Copilot"
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Click the "\*EventRequired" field
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Click "Find a Client"
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Click "Continue"
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Click "Continue"
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Click here
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Click "Sender ID"
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Click "Continue"
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Click "Skip test"
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Click "Skip test"
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Click here
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Click "Filter"
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Click "Choose field…"
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Click "2. Find a Client in Copilot"
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Click "ID"
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Click "Choose condition…"
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Click "Exists"
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Click "Continue"
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Click "Continue"
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Click the "Search…" field
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Type "Slack"
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Click "Slack"
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Click the "\*EventRequired" field
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Click "Send Channel Message"
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Click "Continue"
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Select or Add your Slack account then click "Continue"
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Click "Pick a channel..." and select the channel you want to send the message to
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Click here to write the message you want to send
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You can include information from the prior step. Click "2. Find a Client in Copilot"
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Such as "Given Name"
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To include the message Click "1. Message Sent in Copilot"
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Click "text"
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You can format the message being sent to Slack like this
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Click "Continue"
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Click "Test step"
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Click "Publish"
