Create a Dynamic Group

Dynamic conversation groups allow you to automatically organize your channels or DMs based on specific criteria. This feature can save you time and keep your workspace organized as it grows. Follow these steps to create a dynamic channel group:

Step 1: Access Conversation Group Settings

1. Navigate to the Threadly app in Slack

2. Click "Manage Conversation Groups"

3. Once on the Conversation Groups page, click Create

Step 2: Set Group Type to Dynamic

1. Select "Dynamic" as the group type.

Step 3: Name Your Group and Select an Object

1. Enter a name for your dynamic conversation group.

2. Choose a name that reflects the purpose or criteria of the group.

3. Select Channels, for the sake of this guide.

Step 4: Define Group Criteria

1. Specify the rules that will determine which channels or conversations are included in the group.

2. Common criteria options include:

• Channel prefix or suffix

  • Select "Slack" as the integration, then use Channel Name as the metric.

• Last activity date

  • With HubSpot or Attio as the integration, enter a date to filter against.

• Channel purpose or topic

  • Select "Slack" as the integration, then use Channel Topic or Channel Purpose as the metric.

Step 5: Configure Additional Settings

1. From the group's page, select the conditional logic. You can choose AND or OR.

Step 6: Review and Save

1. Click "Save" to finalize your dynamic channel group.

Dynamic Channel Groups refresh automatically every three hours, or can be manually refreshed by clicking the Refresh Data button on the group.

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