Connect with Beagle
Modern TreasurySlack

Connect Modern Treasury
to Slack.

Beagle watches Modern Treasury for when a record changes, ready to post it to the right channel in Slack - and waiting for your nod before anything goes out.

In the channel

See it work.

One thread: ask across Modern Treasury and Slack, and Beagle steps in on its own when something moves. The same conversation in Slack, Microsoft Teams, or over email.

#modern-treasury
Maya9:41

@beagle what's the latest from Modern Treasury?

BeagleApp9:42
The trail
  • Read this week's records in Modern Treasury
  • Flagged the two that changed since Monday
  • The Slack recap is drafted

Two records need you today - both linked below with what changed. And the Slack recap is drafted, one nod from going out.

Modern Treasury · read this weekSlack · draft held
later, unprompted
BeagleAppNoticed2:17

A record changes - Beagle catches it in Modern Treasury, pulls what matters, and drafts the recap for Slack. It goes out when you nod, not before.

Modern Treasury · watchedSlack · draft held
Message #modern-treasuryBeagle is typing
How it works

One teammate, both tools.

No zaps to build, no tabs to switch.

  1. When a record changes

    Beagle catches it in Modern Treasury, pulls the context that matters, and is ready to post it to the right channel in Slack. You review and approve in one tap.

  2. Ask across both, in plain language

    "What changed in Modern Treasury this week?" Beagle answers from Modern Treasury and Slack together, in the channel, with the receipts attached.

  3. Nothing fires without you

    Beagle drafts the message and holds it for your nod. Correct it once and it remembers for next time.

FAQ

Common questions.

Can Beagle connect Modern Treasury and Slack?

Yes. Connect both with OAuth and Beagle works across them from Slack or Microsoft Teams - reading Modern Treasury, acting in Slack, and asking before anything goes out.

Do I need Zapier or a separate automation tool?

No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining a workflow.

Is the Modern Treasury and Slack connection secure?

Every read is scoped to the teammate who asked - Beagle only sees what that person can already see. Nothing is sent until you approve it.

Does it work in Microsoft Teams as well as Slack?

Yes. Beagle lives in both Slack and Microsoft Teams, so the Modern Treasury-to-Slack flow works wherever your team talks.

Keep exploring

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Browse every connection

Modern Treasury and Slack,
one teammate.