Learn how to use Stipulate to shorten your customers' time to value
Click the "Add to Slack" button on our landing page. You'll be redirected to Slack to authorize the app for your workspace.
Required permissions: Read channels, post messages, read user info, access channel history
Invite Stipulate to your customer project channels by typing @Stipulate or using the channel settings to add the app.
Tip: Add Stipulate to channels where you discuss customer engagements and action items
Stipulate will automatically analyze conversations, identify action items, and build the project's Customer Intelligence Layer. You can also use slash commands to create projects and manage tasks directly from Slack.
Joined a project already in flight? Open the project in the dashboard and run a historical import to bring the channel's back history into the same records and search.
Our AI automatically extracts action items from your Slack conversations, identifying owners and due dates.
A personal Slack DM with what's overdue, what's blocked, and what's next, plus a weekly narrative digest for managers - both on your own schedule, in your own timezone.
View all your projects in one place with real-time health indicators and at-risk item alerts.
Works entirely within Slack - no context switching required. All features accessible via slash commands.
Decisions, risks, blockers, requirements, open questions, goals, and milestones are extracted from conversation as records - each with a status, a confidence, and a link to its source message. Repeat mentions reconcile into the existing record instead of creating duplicates.
Ask a question about any project and get an answer with numbered evidence behind it - or search your authorized project history and intelligence directly, with no generated answer at all.
Who said what, who owns what, and who can actually approve it. Role, relationship, and authority claims each carry a Confirmed / Inferred / Disputed status, and contradicting statements are flagged rather than silently resolved.
Bring a channel's back history into the same intelligence and retrieval - all available history, the last 30, 90, or 180 days, or from a custom start date. Runs report progress and can be cancelled or retried.
Stipulate automatically identifies action items from your conversations. You can also manually create them:
Use the message shortcut:
Open Stipulate in your Slack sidebar. App Home is where your day starts:
DM Stipulate to ask about any project you can see. Every answer carries numbered evidence with each source's date and link, plus a confidence, and says so plainly when the evidence isn't enough.
ask <project>: <question>help, or use Ask about a project on App HomeEach customer engagement is tracked as a project. Stipulate automatically creates projects when you add it to a channel.
View your projects:
Stipulate sends two recurring Slack DMs, with no channel blasts: