How to automatically add a new user to a specific channel on Slack for a newly submitted form in Tally

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To set up this playbook, click "Add trigger" and choose "New form submission" under Tally. Then, pick the key elements like form. This will allow your playbook to automatically detect the newly submitted form in Tally and initiate necessary actions.

If this is your first time using a Tally integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Slack automation into your playbook to ensure the prompt addition of a new user to a specific channel on Slack when a new form has been submitted in Tally.

Click the "Add step" button, then locate the "Add users to channel" automation for Slack and input the mandatory and relevant details.

If your Slack account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Slack account.

Activating your playbook is the final step to automate the addition of a new user to a specific channel on Slack. Once turned on, it will respond to each newly submitted form in Tally by adding a new user to a specific channel on Slack without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.