lucidchart slack integration

Best practices for using the Lucidchart Slack integration

Reading time: about 6 min

Posted by: Annika Wildenradt

Lucidchart believes that innovation is a collaborative process—the more minds you bring together, the better your chances are of actualizing your company’s next great idea. Slack allows innovative companies to communicate effectively whether their employees are all in the same physical location or scattered across the globe.

Lucidchart’s integration with Slack allows you to stay on top of your documents and streamline collaboration so that you can maximize productivity for yourself and your team. Read on to learn about the features that the integration includes and best practices for its use.

Please note that the Lucidchart Slack integration is offered to Team and Enterprise accounts. To upgrade, please visit our pricing page or contact our sales team.

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Streamline your workflow with Lucidchart’s Slack integration

Little distractions can add up quickly when you're trying to be productive, so here are five ways you can avoid task and content switching when you're collaborating with your team in Lucidchart.

1. Use notifications to stay in the loop

Stop worrying about missed email notifications for your Lucidchart documents. With our integration, you can receive instant notifications about your Lucidchart documents without ever leaving Slack. (If you’re anything like us, we live in Slack, so the added convenience is game-changing.) Get notified instantly about new comments, shares, and document requests so that you’re always in the loop about project and document status.

Lucidchart slack integration

2. Adjust permissions right before you send

It’s so easy to forget to adjust Lucidchart document permissions (or any document permissions for that matter) before you share it in Slack.

Now, instead of keeping your colleague waiting as you frantically search for that request access email or go into Lucidchart to adjust sharing settings, you can manage document permissions directly in Slack, providing view, edit, edit and share, or comment access. When you paste a Lucidchart document link in Slack, you can select the appropriate access settings right before you send your instant message.

Lucidchart slack integration

3. Start spontaneous brainstorms to get on the same page

Instead of opening a separate Lucidchart window the next time you want to start a visual team brainstorm (Lucidchart can be a great place for collaborative brainstorming and digital sticky notes), you can create a new Lucidchart document in Slack. Just use the /lucidchart command and share your new document to a channel.

Everyone in the Slack conversation will be able to jump into your diagram to collaborate with you in seconds. Saving time can help you and your team get to your best ideas faster.

Note: Check out our bonus content at the end of this article to get more tips on engaging your team for a brainstorm. 

Lucidchart slack integration

4. Include everyone when you share

When you’re working with a group, it can be so easy to accidentally leave someone out when you’re typing in email addresses to share a document. Instead of trying to remember everyone’s name, just leverage your existing Slack groups when you share a document from Lucidchart. It’s a great way to make sure you don’t forget anyone—not even that new hire who joined last week.

Lucidchart slack integration

5. Access shared documents directly through Slack

Isn’t it frustrating when you can’t quite remember where you saw that Lucidchart document? The good news is that if you shared it in Slack, the document link gets converted into a document that you can search for and access in Slack. You’ll also get a document preview so you don’t have to leave Slack to confirm that you’ve got the right document.

Lucidchart slack integration

6. Use link unfurling to preview documents

Have you ever sent the wrong document to a teammate? It leads to confusion, back tracking, and even makes it difficult to work together. But with link unfurling as a part of our Slack integration you will never send the wrong diagram again. Simply paste your Lucidchart link into Slack and it will automatically unfurl letting you preview the document before you send it.

Need to find a specific diagram later? Link unfurling makes it easier to quickly reference which diagram was sent. Just quickly look through the diagram previews to find the right one.

Bonus tips: Maximize your team’s engagement while you’re collaborating

At a high level, the collaboration process involves three key stages: invite, engage, and extend. You need to invite collaborators into the ideation process, engage them in effective collaboration, and take steps to synthesize your ideas into actionable next steps.

Learn how the Lucidchart Slack integration can help you with each stage.

Invite your team members to collaborate by sharing diagrams with key channels

In order to draw team members in to collaborate with you on an idea, it is important to identify places where creative conversations are already taking place. Before sharing a diagram with a group, be thoughtful and consider which stakeholders’ opinions are most relevant. If your team uses multiple Slack channels to collaborate, identify the channel that is most relevant for diagram sharing and set an expectation for the channel members when you post.

Lucidchart slack integration

Engage your team members with an effective brainstorming session in the Lucidchart workspace

Once you used the Slack integration to get your team on the same page in Lucidchart, here are some tips and tricks for leading productive brainstorming sessions:

  • Keep your brainstorming sessions short and to the point. Establish a length of time with your teammates, such as 10 or 15 minutes. After that time has passed, take a moment to assess your progress to make sure you are not getting off track.
  • Assign a unique color, font, or shape type to each team member so that you can differentiate between each other’s ideas in Lucidchart.
  • Make a mind map using mind map shapes and keyboard shortcuts or color-coded sticky notes.
  • Allow your brainstorming space to expand with your ideas by enabling the infinite canvas page setting

See additional tips for using Lucidchart as your digital whiteboard.

Learn more

Extend your collaborative process beyond initial engagement by organizing diagrams effectively

If you often jump into new diagrams for brainstorming sessions, it is important to establish norms for your team as to how you store documents, so everyone knows where to go to find the information they are looking for. Here are some possible ways you can store your diagrams for easy retrieval:

  • Establish a Slack channel that is specifically used as a repository of Lucidchart diagrams.
  • Use shared and Team Folders with clear labels and sharing permissions.
  • Lucidchart works where you work! If your team uses a platform such as Confluence or Microsoft Teams, take advantage of Lucidchart integrations so that all of your team’s information is stored in the same place.

With Lucidchart’s Slack integration, you no longer have to worry about losing momentum in your team’s collaborative process. If you haven’t already, sign up for a Lucidchart Team or Enterprise account and set up the installation today!

About the author

Annika Wildenradt profile picture

San Francisco native and recent English graduate of the University of Michigan, Annika Wildenradt is now working as a content specialist on the customer ops team at Lucid. Outside of work Annika likes to travel, bake pies, write stories for kids, and paint pictures of make-believe creatures and worlds. 

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