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Prerequisites

Before installing Julius Slack Agent, ensure you have:
  • Julius Account: An active Julius account with appropriate permissions
  • Slack Workspace Access: Admin or workspace owner permissions may be required
  • Data Connectors (Optional): Pre-configured data connectors in Julius for database access
If your workspace has strict app installation policies, coordinate with your IT administrator before proceeding.

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Access Control

  • Only members of the Julius team can interact with the Slack agent.
  • All threads created within Slack will be automatically shared with your Julius team.
Your Slack workspace email must match your Julius account email, and your Julius account must be a member of the Julius team, in order to interact with the Slack agent.

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Installation Steps

1

Access Julius Settings

Navigate to your Data connector settings julius.ai/settings/data_connectors
2

Find Slack Integration

In the Data Connectors page:
  1. Look for the Integrations section
  2. Click on the Connect Slack or Add to Slack button Step 1 - Connect Slack
3

Authorize Julius

You’ll be redirected to Slack to authorize the integration:
  1. Select your Slack workspace from the dropdown
  2. Review the permissions Julius is requesting
  3. Click Allow to grant access
We recommend reviewing the permissions Julius is requesting before granting access. Julius only requests permissions for the absolute minimum necessary to function.

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Try it in Slack

Now that Julius is installed, let’s test it out in your Slack workspace!

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Step 1: Invite Julius to a Channel

First, invite Julius to the channel where you want to use it. You can use the /invite command: Step 1 - Invite Julius In any Slack channel, type /invite @Julius and press Enter to add Julius to that channel. Once added, Julius will be ready to respond to queries.

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Step 2: Start Querying Julius

Now you’re ready to ask Julius questions! Simply @mention Julius and ask your question. Julius will analyze your request and provide results. Step 2 - Query Julius
If you’ve configured data connectors in Julius, they’re automatically available in Slack. Julius will intelligently detect which connector to use based on your query.

Create a Dedicated Channel

We recommend creating an #ask-julius channel for your team:
  1. Create a new public channel named #ask-julius
  2. Add a channel description: “Ask Julius for data analysis and insights”
  3. Invite Julius to the channel
  4. Pin a message with example queries for team reference

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Connecting Data Sources

Data connectors configured in Julius are automatically available through the Slack agent. No additional configuration required.

Learn More About Data Connectors in Slack

Discover how to reference your connectors by name or type, and leverage automatic connector detection in your queries.

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Common Issues & Troubleshooting

Solution:
  • Verify Julius is added to the channel (/invite @Julius)
  • Ensure you’re @mentioning Julius in your message
  • Check if Julius appears in the channel’s app list
    • Ensure your slack Email matches your Julius account email
Solution: - Confirm data connectors are configured in your Julius account
  • Re-authenticate the Slack integration if needed - Verify your Julius account has access to the data sources
Solution: - Contact your Slack workspace administrator - Share Julius’s security documentation: julius.ai/security - Request addition to approved apps list
Solution:

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Next Steps

Explore Features

Learn about all Julius Slack Agent capabilities

Scheduled Reports

Set up automated reporting