Slack delivery
Briefs arrive where your reps already are
Quotd sends briefs as Slack DMs. Your reps read them on their phone or desktop before the call. No new app, no dashboard to check, nothing to remember.
Setting up Slack delivery
Open the Integrations tab
Go to Settings in the left sidebar of the Quotd dashboard, then click the Integrations tab along the top of the page.
Connect your Slack workspace
Click the Slack card and authorize Quotd for your workspace. Quotd needs permission to send DMs to reps and read channels you explicitly share with it for deal context.
Invite the bot to deal channels (optional)
If your team discusses deals in shared Slack channels, invite the Quotd bot to those channels. Quotd will read conversations there and fold that context into future briefs. It does not scan your entire workspace, only channels where the bot has been invited.
Done
That is it. Briefs will start arriving as DMs before your next scheduled call.
What the Slack DM looks like
The DM comes from the Quotd bot in your workspace. It is formatted with clear section headers so your rep can scan it quickly:
- A header with the deal name, company, and call time
- The One Thing to focus on, highlighted at the top
- Key context, anticipated questions, and unresolved items as collapsible sections
- A link to the full brief in the Quotd dashboard if they want more detail
Post-call debriefs follow the same pattern: summary, commitments, and the follow-up email draft, all in a single DM.
Timing
Pre-call briefs arrive 30 minutes before the scheduled call time. Early enough to read, late enough that it is still at the top of the DM list when the call starts.
Post-call debriefs arrive a few minutes after the call recording finishes processing.
Who gets the DMs
The rep who owns the call (the calendar organizer or deal owner in HubSpot) gets the DM. You can configure additional recipients in the Team settings if managers or other team members should receive copies.