How to send a message from an Internal User in Assembly (formerly Copilot) to Slack
Véronique Cadet
|
52 steps
|
3 minutes
Zapier
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
3
Click the "Search…" field
4
Type "Copilot"
5
Click "Copilot"
6
Click the "\*EventRequired" field
7
Click "Message Sent"
8
Click "Continue"
9
Click "Choose" to select your connected Copilot account, or connect a new one
10
Click "Continue"
11
Click "Test trigger"
12
Click "Continue with selected record"
13
Click the "Search…" field and search for Copilot
14
Click "Copilot"
15
Click the "\*EventRequired" field
16
Click "Find an Internal User"
17
Click "Continue"
18
Click "Continue"
19
Click here.
20
Click "Sender ID"
21
Click "Continue"
22
Click "Skip test"
23
Click "Skip test"
24
Click here
25
Click "Filter"
26
Click "Choose field…"
27
Click "2. Find an Internal User in Copilot"
28
Click "ID"
29
Click "Choose field…"
30
Click "2. Find an Internal User in Copilot"
31
Click "ID"
32
Click "Choose condition…"
33
Click "Exists"
34
Click "Continue"
35
Click "Continue"
36
Click the "Search…" field
37
Type "Slack"
38
Click "Slack"
39
Click the "\*EventRequired" field
40
Click "Send Channel Message"
41
Click "Continue"
42
Select or Add your Slack account then click "Continue"
43
Click "Pick a channel..." and select the channel you want to send the message to
44
Click here to write the message you want to send
45
You can include information from the prior step. Click "2. Find an Internal User in Copilot"
46
Such as "Given Name"
47
To include the message Click "1. Message Sent in Copilot"
48
Click "Text"
49
You can format the message being sent to Slack like this
50
Click "Continue"
51
Click "Test step"
52
Click "Publish"
