Ruby

Demo
Try It Free

1. Introduction

Ruby (a product of 17404531 Canada Inc, a Canadian Corporation) ("we," "us," or "our") provides an AI-powered sales intelligence platform. The Ruby Slack App ("the App") connects your Slack workspace to Ruby so that Ruby can deliver proactive sales insights, reminders, and summaries to you as Slack direct messages.

The App sends messages to you in Slack. It does not read your Slack messages, channels, conversations, or files, and it does not post in any channel. This page explains how to install, configure, use, and remove the App.

2. About Ruby

Ruby helps revenue teams turn meeting data into structured insight. The Slack App is a notification channel for that insight. Once the App is installed:

  • Ruby sends you a Slack direct message when there is a timely action or reminder relevant to your deals ("nudges")

  • Ruby delivers a weekly briefing to your Slack direct messages summarizing activity across your pipeline

  • Messages link back to the relevant record in your Ruby workspace

The App does not bring any data from Slack into Ruby. Your meeting transcripts and deal data come from your other connected tools (such as Zoom, Google Meet, or Microsoft Teams), not from Slack.

3. Prerequisites

3.1 Slack Requirements

  • A Slack workspace

  • Permission to install apps in that workspace, or a Workspace Owner/Admin who can install or approve the App on your behalf (see Section 5.3)

3.2 Ruby Requirements

  • An active Ruby account at app.heyruby.io

  • A Ruby plan that includes the Slack integration

4. OAuth Scopes Requested

The App uses Slack OAuth 2.0. During installation you will be asked to grant the following scopes:

chat:write (bot token) — Allows the App to send you direct messages via the Slack chat.postMessage method. This is the only write the App performs in Slack, and it is used solely to deliver your nudges and weekly briefings. The App does not post in public or private channels.

identity.basic (user token) — Requested during authorization to confirm the installing user's Slack identity at connection time, so that the connection is associated with the correct Ruby account.

Ruby requests only the minimum scopes needed for the features described in this document.

Note on OAuth token storage: Unlike some of Ruby's other integrations, the Slack connection uses Ruby's own Slack OAuth application. The Slack bot token issued for your workspace is stored by Ruby in its PostgreSQL database, encrypted in transit via TLS 1.2 or higher, and retained while the account is active. Ruby stores no Slack message, channel, or file content (see Section 13).

5. Installing the App

5.1 From Inside Ruby

  1. Sign in at app.heyruby.io

  2. Open Settings and select the Integrations section

  3. Click "Connect" next to Slack

  4. Review the permissions on Slack and click "Allow"

  5. You will be returned to Ruby with the connection complete

5.2 Using an "Add to Slack" Link

If Ruby provides you with an "Add to Slack" link, opening it takes you to the same Slack authorization screen. Review the permissions, click "Allow," and you will be redirected back to Ruby to complete the connection. Either flow results in the same authorized connection.

5.3 Workspaces That Require Admin Approval

Some Slack workspaces are configured so that only Workspace Owners or Admins can install apps, or so that apps must be pre-approved before members can add them. If your workspace has this setting, you may see a message such as "this app can't be installed" or "only workspace owners can install it." This is a workspace policy, not an error in the App.

To proceed, ask a Workspace Owner or Admin to either install the App directly using the link provided by Ruby, or pre-approve the App so that you can install it yourself. Once approved, repeat the steps in Section 5.1.

6. Initial Configuration

After connecting, Ruby begins sending you direct-message notifications (nudges and your weekly briefing). You can stop receiving these at any time by disconnecting the integration (see Section 10). If your Ruby plan offers per-notification controls, you can manage which Slack messages you receive from Settings → Integrations → Slack.

7. How the Integration Works

7.1 Data Flow

  1. You authorize the App from inside Ruby or from an "Add to Slack" link

  2. Slack asks you to approve the requested permissions; you click "Allow" (a Workspace Owner/Admin approves or installs first if your workspace requires it)

  3. Slack redirects back to Ruby and the authorization is complete. Ruby stores a Slack bot token for your workspace, your Slack user ID, and your Slack workspace (team) ID

  4. When Ruby has a relevant nudge for you, or when your weekly briefing is ready, Ruby sends it to you as a Slack direct message using chat.postMessage

  5. You read the message in Slack; links in the message open the relevant page in your Ruby workspace

7.2 What Ruby Accesses

  • The ability to send you direct messages in Slack

  • Your Slack user ID

  • Your Slack workspace (team) ID

7.3 What Ruby Does Not Access

  • The content of your Slack messages or direct messages

  • Channels, channel history, or conversation history

  • Files shared in Slack

  • Other workspace members' data

  • Slack calls, huddles, or any audio or video

  • The App does not post in public or private channels — it only sends direct messages to you

  • Slack does not send any meeting, transcript, or deal data to Ruby; that data comes from your other connected tools, not from Slack

If we expand the App to access additional data types in the future, this Documentation page and the OAuth scopes presented during installation will be updated before any new access begins.

8. Features

8.1 Nudges

Timely, action-oriented reminders delivered to your Slack direct messages based on activity in your Ruby workspace — for example, a prompt to follow up on a deal that has gone quiet, or to act on an item surfaced after a meeting.

8.2 Weekly Briefing

A summary delivered to your Slack direct messages on a recurring basis, covering activity and priorities across your pipeline so you can start the week with context without opening Ruby.

9. Participant and Workspace Responsibility

The Slack App sends messages only to the user who installed and authorized it. It does not message other members of your workspace and does not post in channels. By installing the App, you confirm that you are permitted to connect third-party apps to your Slack workspace, or that you are doing so with the authorization of a Workspace Owner or Admin.

10. Disconnecting the Integration

10.1 From Inside Ruby

  1. Sign in at app.heyruby.io

  2. Open Settings and select the Integrations section

  3. Click "Disconnect" next to Slack

  4. Confirm

10.2 From Slack

  1. Open your Slack workspace settings and go to the list of installed apps

  2. Find the Ruby app and remove it from the workspace

  3. Confirm

When the App is removed from your Slack workspace, the bot token is revoked and Ruby can no longer send messages to you.

11. Data Deletion After Uninstall

When you disconnect the App:

  • The Slack authorization is revoked and Ruby stops sending you Slack messages immediately

  • The stored Slack bot token becomes invalid and is no longer usable

To delete the stored Slack connection data associated with your account (bot token, Slack user ID, and workspace ID), email support@heyruby.io with the subject "Data Deletion — Slack"; we will purge the requested data within 30 days.

12. Troubleshooting

12.1 "This App Can't Be Installed" / "Only Workspace Owners Can Install It"

Your Slack workspace is configured to restrict app installation. Ask a Workspace Owner or Admin to install or pre-approve the Ruby app (see Section 5.3), then try again.

12.2 Authorization Failed

  • The OAuth flow may have timed out — try connecting again

  • Confirm that cookies and pop-ups are allowed for slack.com and app.heyruby.io

12.3 I'm Not Receiving Direct Messages from Ruby

  • Confirm the Ruby app is still installed in your Slack workspace

  • Confirm the integration shows as connected in Settings → Integrations in Ruby

  • Confirm you have not muted or blocked the Ruby app in Slack

  • Some messages are event-driven and only send when there is something relevant to tell you

12.4 I Removed the App but Still Have Data in Ruby

Removing the App stops Ruby from sending you messages and invalidates the token. To delete the stored Slack connection data, email support@heyruby.io with the subject "Data Deletion — Slack."

13. Data Ruby Stores for the Slack Integration

For the Slack integration specifically, Ruby stores:

  • A Slack bot token issued for your workspace, used only to send you direct messages

  • Your Slack user ID

  • Your Slack workspace (team) ID

Ruby does not read or store the content of any Slack messages, direct messages, channels, or files. No Slack conversation content is ever ingested by Ruby.

14. Security and Privacy

For details on how Ruby handles your data, see our Privacy Policy at heyruby.io/privacy.

All data is transmitted using TLS 1.2 or higher. The Slack bot token, your Slack user ID, and your Slack workspace ID are stored in a PostgreSQL database on AWS RDS. Because the App only sends you direct messages, Ruby holds no Slack message, channel, or file content to secure.

15. Frequently Asked Questions

15.1 Does Ruby read my Slack messages?

No. The App only sends you direct messages. It does not read your messages, direct messages, channels, or files, and it has no access to your conversation history.

15.2 Does Ruby post in my Slack channels?

No. The App sends direct messages to you only. It never posts in public or private channels.

15.3 Can my teammates see the messages Ruby sends me?

No. Messages from Ruby are direct messages, visible only to you.

15.4 Does Ruby use my Slack data to train AI models?

No. The App does not read Slack content, so there is no Slack content to train on. Insights delivered through Slack are generated from your Ruby account data and are for your account only.

15.5 Which Slack plans are supported?

Any Slack plan that permits installing third-party apps. If your workspace restricts app installation, a Workspace Owner or Admin can install or approve the App (see Section 5.3).

15.6 In which regions is Ruby available?

Ruby is currently available to users in North America (United States and Canada). International users may use Ruby subject to applicable laws and regulations in their jurisdiction.

16. Versioning and Changelog

The current version of the Ruby Slack App is shown on the Slack Marketplace listing. Material changes to scopes, features, or data handling practices are reflected by updating the Effective Date above and revising this page before the changes take effect.

17. Contact Us

17404531 Canada Inc. support@heyruby.io A Canadian Corporation

Disclaimer

This Documentation page describes how to use the Ruby Slack App and does not modify any executed agreement. Use of the App is also governed by our Privacy Policy and the Slack Marketplace Terms of Use.