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Employee guide for using Payhawk's Travel Agent in Slack

Connect Payhawk to Slack and book flights and accommodations directly within your company’s workspace.

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Written by Payhawk
Updated over 2 weeks ago

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If a Payhawk administrator at your company has enabled the Payhawk-Slack connection, you will see the Payhawk app in your company’s Slack workspace.

The Payhawk application, called Travel Agent, can be found in your Apps section and appears as shown in the following image.

This integration allows you to book flights and accommodations for business trips directly within Slack, and ensures that they align with your company's travel policies.

To fully utilize the Payhawk-Slack integration, you must authenticate, granting Slack access to your Payhawk data.

When you are on the go, you can use the Payhawk application from the Slack mobile app or use the Payhawk Mobile app.

Authenticating in Slack

Before you can use Slack to book flights and accommodations, you must first authenticate to Slack.

  • If your Slack and Payhawk emails match but you haven’t authenticated, you will still see the Payhawk app in Slack, but you won’t be able to take any actions, such as searching for flights and hotels.

  • If your Slack and Payhawk emails don’t match or you have multiple Slack accounts, you will see the Payhawk app in Slack but won’t be able to take any actions until you authenticate.

As an employee, you can authenticate to Slack in the following way:

  1. Go to Slack and select Travel Agent. If the Payhawk app is not visible in the list, click on Add apps and search for Travel Agent.

  2. To start the authentication flow, enter the /payhawk-login Slack command. As a result, you'll get the following reply:

  3. On the next screen, click on Allow.

Alternatively, you will be prompted to authenticate to Slack by the Travel Agent once you try to do your first action.

Submitting travel requests via Slack

As an employee, you can submit your travel request for approval directly in Slack using the Travel Agent, which will:

  • Guide you through the process.

  • Automate travel request details based on your description.

  • Answer any questions along the way.

The Travel Agent is a conversational tool, meaning that submitting a travel request can be done through "talking" to it and providing it with the necessary information:

  1. Go to Slack and select the Payhawk app.

  2. Tell the Agent where you want to travel and on which dates.

  3. The Agent will ask for any necessary information so it can provide the travel request data required for submission and submit your travel request.

  4. Once the necessary data is collected, the Agent will summarize the state of your travel request and ask you to confirm its submission.

Updating the language preferences for Slack notifications

The change will only apply to new messages; previously sent notifications will remain in the original language.

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