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Documentation

Getting Started with Stipulate

Learn how to use Stipulate to accelerate your customer onboarding

Quick Start

1

Install Stipulate

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

2

Add to Your Channels

Invite Stipulate to your customer onboarding channels by typing @Stipulate or using the channel settings to add the app.

Tip: Add Stipulate to channels where you discuss customer implementations and action items

3

Start Using Stipulate

Stipulate will automatically analyze conversations and identify action items. You can also use slash commands to create projects and manage tasks directly from Slack.

Key Features

AI-Powered Action Items

Our AI automatically extracts action items from your Slack conversations, identifying owners and due dates.

Smart Reminders

Get proactive reminders for tasks due in the next 24-48 hours, helping you stay ahead of deadlines.

Manager Dashboard

View all your projects in one place with real-time health indicators and at-risk item alerts.

Slack-Native

Works entirely within Slack - no context switching required. All features accessible via slash commands.

Using Stipulate

Creating Action Items

Stipulate automatically identifies action items from your conversations. You can also manually create them:

Use the message shortcut:

  1. Hover over any message in Slack
  2. Click the three dots menu (⋯)
  3. Select "Add Action Item"
  4. Fill in the details and submit

Managing Projects

Each customer onboarding is tracked as a project. Stipulate automatically creates projects when you add it to a channel.

View your projects:

  • Access the Manager Dashboard via the magic link sent to your Slack DM
  • See all projects with health indicators
  • Filter by status, customer, or risk level
  • Click any project to see detailed action items

Receiving Reminders

Stipulate sends proactive reminders for upcoming action items:

  • Reminders are sent to the project channel
  • Focus on items due in the next 24-48 hours
  • Includes "Access Dashboard" button for quick access
  • Helps you stay proactive instead of reactive

Need Help?

Our support team is here to help you get the most out of Stipulate

Contact Support