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Integrate Slite with your AI CRM

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Explore Triggers and Actions

Ask Question

Tool to ask a question to your Slite notes in natural language. Use when you need to query or search information across your notes. Supports optional filters to narrow results by parent note or specific assistant.

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Create Note

Tool to create a note from markdown or HTML content with optional template. Use when you need to create a new note in Slite with specified content and title.

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Delete Note By ID

Tool to permanently delete a note and all its children by ID. Use when you need to remove a note irreversibly. This operation cannot be undone.

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Flag Note as Outdated

Tool to set Outdated status on a note with a reason. Use when you need to flag a note as containing outdated information.

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Get authenticated user

Retrieves information about the currently authenticated user. Use this to get user details including email, display name, and organization information.

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Get Note By ID

Tool to retrieve a complete note by its ID including content in Markdown or HTML format. Use when you need to fetch the full details and content of a specific note.

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Get Note Children

Tool to retrieve note children by parent note ID. Use when you need to fetch child notes beneath a specified parent note. Supports pagination for notes with more than 50 children using cursor-based navigation.

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List Notes

Tool to list notes from Slite with optional filtering by owner. Use when you need to retrieve notes, optionally filtered by a specific user. Supports cursor-based pagination via the cursor parameter.

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Search Groups

Tool to search for groups by name in Slite. Use when you need to find groups matching a search query. Supports cursor-based pagination via the cursor parameter.

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Search Notes

Tool to search notes based on a query with optional filters. Use when you need to find notes by search term, parent note, review state, or other criteria. Supports pagination and archived note inclusion.

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Search Users

Tool to search for users in Slite by email, name, or username. Use when you need to find users in the organization.

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Update Note

Tool to update a note's content with markdown and/or title. Use when you need to modify an existing note's content or metadata.

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Update Note Archived State

Tool to update the archived state of a note in Slite. Use when you need to archive or unarchive a note.

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Update Note Owner

Tool to update the owner of a note. Use when you need to transfer note ownership to a user or group. Either userId or groupId must be provided.

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Update Tile in Note

Tool to update or create a tile within a Slite note with structured header and markdown content. Use when you need to update tile information including title, status, content, icon, or external URL.

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Verify Note

Tool to set a note's verification status to Verified with optional expiration. Use when you need to mark a note as verified or update its verification expiration date.

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How the Slite integration works

The Slite integration connects your Dench AI CRM directly to Slite, so agents can read and act on your Slite data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

16 actions are available for agents to invoke on your behalf. Every call runs through Slite's own authorization, scoped to the account you connect.

Set up Slite in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Slite and click Connect — you'll authorize access through Slite's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Slite in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Slite integration work with Dench?

The Dench Slite integration connects your AI CRM to Slite, so AI agents can work with your Slite data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Slite via Dench?

The Slite integration currently exposes 16 actions, including Ask Question, Create Note, Delete Note By ID, Flag Note as Outdated, Get authenticated user, and Get Note By ID. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Slite to Dench?

No. You connect Slite from your Dench workspace using Slite's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Slite integration secure?

Connections are authorized through Slite's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Slite connection from your workspace settings at any time.

Slite | Dench AI CRM