How do I connect Cloverleaf to Slack?
Install Cloverleaf in Slack to receive Coaching Moments, ask Discover questions, give feedback, and manage notification settings without leaving Slack.
What you’ll accomplish:
Install the Cloverleaf app in Slack and sign in to connect your account
Receive Coaching Moments and answer check-ins directly in Slack
Ask Cloverleaf a question in Slack using Discover, or pull an insight on a teammate with a slash command
Control where and how often you receive coaching notifications
Who can do this: All Cloverleaf users with access to Slack.
Your Slack admin may need to approve the app before you can install it, and installing for an entire workspace takes a Slack Admin or Workspace Owner (see the Admin Guide: Slack Integration). If you do not see Slack under Integrations in Cloverleaf, your org admin has turned it off.
How do I install the Cloverleaf app for Slack?
You need a Cloverleaf account and access to Slack. Use the same email address for both. If either email changes, reinstall the app.
Find the app. In Cloverleaf, select your profile icon, then Account Settings, then the Integrations tab. You can also start in Slack: go to Apps, search for “Cloverleaf,” and select App Homepage.
Add the app. Select Install in Cloverleaf, or Add to Slack from the app page, then select Allow. Cloverleaf can read your name, email address, company name, and preferred language, send you messages and notifications, and receive what you send to it. If Slack asks you to request approval instead, your Slack admin needs to approve the app first.
Sign in to authorize. Sign in to Cloverleaf to authorize your account. Cloverleaf shows a confirmation page that names both the Cloverleaf account and the Slack account being connected. Check that both are yours before you confirm. If someone else sent you the link, do not confirm it.
Turn on Slack and return to Slack. In Account Settings, open the Notifications tab and turn on Daily Coaching for Slack. Then go back to Slack to start receiving Coaching Moments.
How do I receive Coaching Moments in Slack?
Once connected, Cloverleaf’s Daily Coaching feature sends personalized Coaching Moments about you and your teammates directly in Slack. Each Coaching Moment helps you strengthen collaboration, navigate conflict, and understand how the people you work with operate.
For each Coaching Moment, you can:
When a Coaching Moment includes a check-in, choose your answer with the radio buttons and submit it right in the message. If it suggests a tool, such as a Role Play conversation, the button appears right after the check-in question.
Every saved Coaching Moment and reflection syncs back to your Cloverleaf account, so you can review your history anytime.
How do I ask Cloverleaf a question directly in Slack?
Open the Cloverleaf app in Slack, go to the Messages tab, and type a question. You get an answer from Discover, the same experience available in Teams and in the Cloverleaf app.
Instead of using a command, describe what you want to understand, for example “What’s the best way to raise a missed deadline with [Name]?” or “Why is my team stalling on this project?” Cloverleaf answers using behavioral data on the people involved, and the answer appears as it is written.
For a quick read on a specific teammate, use a slash command in any channel where the Cloverleaf app is added. Only you can see the result, and your teammate needs a connected Cloverleaf account.
/cloverleaf @teammatepulls an insight on how to work with that person/cloverleaf @teammate communicationnarrows it to one topic: communication style, work style, conflict triggers, development, leadership, motivation, or persuasion/cloverleaf helplists every command/cloverleaf opt-outstops periodic prompts/cloverleaf signoutsigns you out of Cloverleaf in Slack
How do I respond to feedback requests and account updates in Slack?
Feedback requests, reminders, and confirmations arrive in Slack with Give Feedback and Decline buttons. Selecting a feedback link from Slack signs you in automatically. Essential account messages, such as assessment results being ready, also arrive in Slack when you have Slack turned on for notifications.
To reply to a Feedback Request in Slack, press the Accept button to get started. Cloverleaf help you format it so it lands in a way that will land the best to the recipient.
You can choose to Send the Feedback as is, Edit the Feedback that Cloverleaf suggests, or Add More to provide more detail.
How do I manage my Slack notification settings?
You can control where and how often you receive coaching from either Slack or Cloverleaf directly.
From Slack: Open the Cloverleaf app and select the link to your Account Settings.
From Cloverleaf: Select your profile icon, then Account Settings, then the Notifications tab.
From either location, you can adjust:
Whether Daily Coaching comes to Slack, and how often you receive Coaching Moments
Your communication preferences for other Cloverleaf account updates and alerts
Essential account messages, such as password changes and organization invites, are sent even when other notifications are off.
To stop messages, turn Slack off under Notifications or use /cloverleaf signout.
To uninstall from the whole workspace, open the Cloverleaf page in the Slack App Directory, select Settings, scroll to the bottom, and select Remove App.
You’ll know it worked when...
The Cloverleaf app appears under Apps in your Slack sidebar and opens without prompting you to sign in again.
You receive your next scheduled Coaching Moment in Slack.
Typing a question in the Messages tab returns an answer from Discover.
/cloverleaf helpreturns the list of commands.Your Notifications tab shows Slack and the frequency you selected.