{"id":83877,"date":"2026-10-15T11:52:29","date_gmt":"2026-10-15T14:52:29","guid":{"rendered":"https:\/\/reportei.com\/central-de-ajuda\/how-to-send-slack-notifications-when-a-reportei-control-goal-is-reached-using-pluga\/"},"modified":"2026-10-15T13:38:16","modified_gmt":"2026-10-15T16:38:16","slug":"how-to-send-slack-notifications-when-a-reportei-control-goal-is-reached-using-pluga","status":"publish","type":"pauple_helpie","link":"https:\/\/reportei.com\/en\/central-de-ajuda\/how-to-send-slack-notifications-when-a-reportei-control-goal-is-reached-using-pluga\/","title":{"rendered":"How to send Slack notifications when a Reportei Control goal is reached using Pluga"},"content":{"rendered":"\n

Want to notify your team automatically when a Reportei Control goal is reached? With Pluga, you can configure automatic Slack notifications without writing code.<\/p>\n\n\n

This automation is useful for agencies and marketing teams that need to track goals in real time and communicate results quickly.<\/p>\n\n\n

Before you start<\/strong><\/span><\/h2>\n\n\n

Make sure you have active accounts with Pluga<\/a>, Reportei<\/a>, and Slack<\/a>.<\/p>\n\n\n

For public<\/strong> Slack channels, the automation works without an additional invitation. For private<\/strong> channels, invite the Pluga bot: mention “@Pluga” in the channel and click “Invite” when Slackbot suggests it.<\/p>\n\n\n

Step by step<\/strong><\/span><\/h2>\n\n\n

1. Open <\/strong>Pluga<\/strong><\/a> and click “Sign in”, or “Sign up” if this is your first visit<\/strong><\/p>\n\n\n

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2. Select the tools<\/strong><\/p>\n\n\n

On Pluga\u2019s home page, click “Create automation”<\/strong>. Choose Reportei<\/strong> as the source tool and select an available trigger:<\/p>\n\n\n

Report viewed<\/strong>: when a report is viewed<\/p>\n\n\n

Dashboard created<\/strong>: when a dashboard is created<\/p>\n\n\n

Automation executed<\/strong>: when an automation runs<\/p>\n\n\n

Control goal reached<\/strong>: when a Control goal is reached<\/p>\n\n\n

Control goal not reached<\/strong>: when a Control goal is missed<\/p>\n\n\n

Milestone added to Timeline<\/strong>: when a milestone is added to the Timeline<\/p>\n\n\n

For this example, choose “Control goal reached”<\/strong>.<\/p>\n\n\n

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3. Connect your Reportei account<\/strong><\/p>\n\n\n

To connect Reportei to Pluga, you need the API access token from your Reportei account.<\/p>\n\n\n

If you need help finding it, click “See the step-by-step guide to finding your access keys”<\/strong> on the Pluga screen. Paste the token into the field provided and click “Connect new account”.<\/p>\n\n\n

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4. Configure the Reportei options<\/strong><\/p>\n\n\n

Select the project and Control goal to monitor. The automation runs whenever that goal is reached.<\/p>\n\n\n

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5. Apply filters if needed<\/strong><\/p>\n\n\n

Use filters to send Slack notices only in specific situations\u2014for example, when a reached goal belongs to a particular project or type. If you do not need filters, click “Save and continue”.<\/p>\n\n\n

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6. Select the destination tool<\/strong><\/p>\n\n\n

Select “Slack” as the destination to receive information when the trigger fires. Choose the action “Notify a channel”<\/strong>.<\/p>\n\n\n

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7. Connect your Slack account<\/strong><\/p>\n\n\n

Click “Connect new account” and authorize Pluga to send messages to your Slack workspace. You need administrator permissions or approval from the workspace administrator.<\/p>\n\n\n

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8. Configure the channel and message<\/strong><\/p>\n\n\n

Choose the Slack channel for the notification, then customize the message. You can use Reportei\u2019s dynamic variables, such as the project name and goal details.<\/p>\n\n\n

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9. Finish the automation<\/strong><\/p>\n\n\n

On the confirmation screen, click “Finish automation”. To add more actions, such as writing to a spreadsheet or sending an email, choose “Connect new tool”. Pluga lets you chain several actions in one automation.<\/p>\n\n\n

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Extra tip<\/strong><\/span><\/h2>\n\n\n

You can also create automations for goals that are not<\/em> reached. Select the “Control goal not reached” trigger to keep your team informed about both successes and areas needing adjustment.<\/p>\n\n\n