Connect Slack

Share receipts and documents from Slack directly to your LUMA inbox.

Connect your Slack workspace to share receipts and documents directly to your LUMA inbox. Great for teams where receipts often come through Slack.

#How it works

Once connected:

  1. Share any file to a designated Slack channel
  2. The file appears in your LUMA inbox
  3. AI processes and attempts to match it to transactions
  4. Review and confirm matches as usual

#Connect Slack

  1. Go to Inbox → Settings
  2. Find Slack in the integrations section
  3. Click Connect Slack
  4. Authorize LUMA to access your workspace
  5. Select or create a channel for receipts

#Choose a channel

You can use:

  • An existing channel: Use a channel your team already shares receipts in
  • A new channel: Create a dedicated #receipts or #expenses channel

Only files shared in the connected channel will be sent to LUMA.

#Sharing files

Once connected, sharing is simple:

  1. Open Slack
  2. Go to the connected channel
  3. Share a file (drag and drop, or use the attachment button)
  4. The file automatically appears in your LUMA inbox

#Supported files

  • Images (photos of receipts)
  • PDFs (digital receipts, invoices)
  • Common document formats

#What happens next

  1. The file appears in your Inbox
  2. AI extracts merchant, amount, and date
  3. Matching against transactions begins
  4. You'll see it as "pending" or "suggested match"

#Use cases

#Team expense capture

Multiple team members can share receipts to one channel. All receipts flow into the same LUMA inbox for processing.

#Mobile receipt capture

Take a photo of a receipt on your phone, share it to Slack, and it's in LUMA—no need to open the LUMA app.

#Vendor communication

If vendors send receipts or invoices via Slack, forward them to the connected channel.

#Multiple workspaces

If you have multiple Slack workspaces, you can connect one per LUMA team. Switch teams in LUMA to manage different workspace connections.

#Disconnect Slack

To stop the integration:

  1. Go to Inbox → Settings
  2. Find the Slack connection
  3. Click Disconnect

Files already in your inbox remain; new files won't sync.

#Troubleshooting

#Files not appearing in LUMA

  • Verify the file was shared in the connected channel
  • Check that the Slack connection is still active
  • Try sharing a different file to test

#Can't find the channel

  • Make sure you have permission to access the channel
  • The channel must be one LUMA was authorized to access

#Reconnecting

If the connection breaks:

  1. Go to Inbox → Settings
  2. Click Reconnect next to Slack
  3. Re-authorize the connection

#Privacy and permissions

  • LUMA only receives files shared in the connected channel
  • We can't read other channels or direct messages
  • The integration is read-only—LUMA can't post to Slack
  • You can disconnect anytime