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Procurement : Notifications Slack/Email

Updated over a week ago

Overview

Spendesk Procurement offers a comprehensive notification system that keeps you informed about various activities on the platform through email or slack notifications.
Slack notification are sent in DM to the user (nothing is sent in shared channel).

Request progress notification

Reminder on roles and assignation

In Spendesk Procurement, Procurement Manager is the admin role. Every task can be assign to a team or an assignee.

Every Request access can be given to followers.

Notification rules

Role

Procurement Manager

Request Requester

Task assignee

Task Team Member assignee

Request Creation

X

X

New Approval Task to complete

X

X (every team member)

Approval Task Reminder

X

X (every team member)

Approval Task to reapprove due to amount increase

X

X (every team member)

Request Rejected

X

X

Request Approved

X

X

Zoom on approval task reminders

If Procurement Manager has set a Lead time on a approval task, a due date will be computed and notifications will be send : 1 day before due date, 1 day after due date to approver.


Request communication notification

If a comment is created in a request with a ping to a user (@user.email), user will receive an email notification.

Contract Renewal Alerting notification

In Spendesk Procurement, Procurement Manager is the admin role. Every contract can be assign to a business owner (if a contract is stored from a procurement request the default business owner is the requester).

Role: Procurement Manager

Business Owner

Contract Renewal Alert - 4 month before notice date/end date

X

X

Contract Renewal Alert - 1 month before notice date/end date

X

X

Slack integration : Set-up

How to Enable Slack Integration in Procurement

Receive real-time notifications about procurement tasks, requests, and approvals directly in Slack.

Prerequisites

Before you begin, ensure you have:

  • ✅ Procurement Manager role in Spendesk Procurement

  • ✅ Admin or App installation permissions in your Slack workspace

  • ✅ Access to the correct Slack workspace where you want to receive notifications

⚠️ Note: If you cannot access the Procurement module at procurement.spendesk.com, please contact your Account Manager to enable it for your organization.

Step 1: Access the Integrations Page

  1. Log in to Spendesk Procurement at https://procurement.spendesk.com

  2. In the left sidebar, click Settings

  3. Select Integrations from the settings menu

  4. Find the Slack Integration card

Step 2: Connect Your Slack Workspace

  1. On the Slack Integration card, click the "Connect Slack" button

  2. You will be redirected to Slack's authorization page

  3. Verify the workspace: Ensure the correct Slack workspace is displayed at the top-right corner

  4. Review the permissions the Okko app is requesting:

    • Read user information

    • Send messages and direct messages

    • Read user email addresses

  5. Click "Allow" to authorize the integration

💡 Tip: These permissions allow Procurement to match your Slack account with your Spendesk account and send you personalized notifications.

Step 3: Verify the Integration

In Procurement

  1. Return to Settings → Integrations

  2. The Slack integration should now show as "Connected"

  3. You should see your Slack workspace name displayed

In Slack

  1. Open your Slack workspace

  2. In the left sidebar, scroll to the "Apps" section

  3. You should see the "Okko" app listed

  4. Click on Okko to open the App Home

  5. You'll see three tabs: Home, Messages, and About

Step 4: Test the Integration

To ensure notifications are working:

  1. In Procurement, create a new request or assign a task to yourself

  2. Within a few seconds, you should receive a Slack notification from the Okko bot

  3. The notification will appear in your direct messages with Okko

✅ Success! You're now set up to receive Procurement notifications in Slack.

What Notifications Will You Receive?

Once connected, you'll receive Slack notifications for:

  • 📋 New tasks assigned to you

  • ✅ Task status updates (approved, rejected, completed)

  • 💬 Mentions in request comments

  • 🔔 Task reminders for pending approvals

  • 📝 Request lifecycle events (created, approved, rejected)

  • 🔄 Contract renewal alerts

Disconnecting the Integration

If you need to disconnect Slack:

  1. Go to Settings → Integrations in Procurement

  2. Click "Disconnect Slack"

  3. Confirm the disconnection

⚠️ Note: This will stop all Slack notifications for your entire organization. If you only want to stop personal notifications, adjust your notification preferences in your user settings instead.

Troubleshooting

❌ "Connect Slack" button doesn't work

Possible causes:

  • Pop-up blockers are preventing the redirect

  • Your browser is blocking third-party cookies

Solution:

  • Disable pop-up blockers for procurement.spendesk.com

  • Allow third-party cookies in your browser settings

  • Try using an incognito/private window

❌ Integration shows as "Connected" but I don't see the Okko app in Slack

Possible causes:

  • You authorized the app in a different Slack workspace

  • The app installation was interrupted

Solution:

  1. Disconnect the integration in Procurement

  2. Remove the Okko app from Slack (if visible)

  3. Reconnect following the steps above

  4. Ensure you're using the correct Slack workspace during authorization

❌ Okko app appears in Slack but I'm not receiving notifications

Possible causes:

  • Your Slack email doesn't match your Procurement email

  • Notification preferences are disabled

  • The integration token has expired

Solution:

  1. Verify your Slack email matches your Procurement email

  2. Check your notification preferences in Procurement user settings

  3. Try disconnecting and reconnecting the integration

  4. Contact support if the issue persists

❌ "You don't have permission to install apps" error in Slack

Possible cause:

  • Your Slack workspace requires admin approval for app installations

Solution:

  • Contact your Slack workspace admin to:

    • Pre-approve the Okko app, OR

    • Grant you temporary app installation permissions, OR

    • Install the app on your behalf

❌ Cannot access Settings → Integrations in Procurement

Possible causes:

  • You don't have Procurement Manager role

  • The Procurement module is not enabled for your organization

Solution:

  • Ask a Procurement Manager to grant you the necessary role

  • Contact your Account Manager to enable the Procurement module

Frequently Asked Questions

Can I receive notifications in Slack channels instead of direct messages?

Currently, all Procurement notifications are sent as direct messages from the Okko bot. Channel notifications are not supported at this time.
​

Can I customize which notifications I receive in Slack?

Notification preferences are managed in your Procurement user settings, not in Slack. You can control which types of notifications you receive, but they will be sent via both email and Slack (if connected).
​

Will disconnecting Slack affect my email notifications?

No. Email and Slack notifications are independent. Disconnecting Slack will only stop Slack notifications; email notifications will continue as configured.
​

Can multiple users connect the same Slack workspace?

Yes. Once one Procurement Manager connects a Slack workspace, all users in that Procurement organization who have matching Slack accounts will receive personalized notifications. Individual users don't need to connect separately.
​

What happens if I change my Slack email?

If your Slack email changes and no longer matches your Procurement email, you will stop receiving notifications. Ensure both accounts use the same email address.

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