# Float + Slack integration > Push capacity updates, scheduling alerts, and project assignments from Float into Slack so nobody's left guessing. **Canonical page:** https://tray.ai/connectors/float-slack-integrations/ **Float connector:** https://tray.ai/connectors/float-integrations/ **Float documentation:** https://tray.ai/documentation/connectors/service/float **Slack connector:** https://tray.ai/connectors/slack-integrations/ **Slack documentation:** https://tray.ai/documentation/connectors/service/slack ## Overview Float is where agencies, studios, and professional services teams do their resource scheduling. Slack is where those same teams actually talk. When the two aren't connected, important information gets stuck in Float while your team carries on in Slack, unaware. With tray.ai bridging them, scheduling changes, capacity alerts, and project assignments land automatically in the channels and DMs where your team is already paying attention — no dashboard-checking required. Resource scheduling lives in Float, but your team lives in Slack. Without an integration, project managers end up manually broadcasting scheduling changes, new assignments, and capacity warnings — which means missed communications, double-booked people, and a lot of reactive firefighting. Connect Float and Slack through tray.ai and you can automatically notify team members when they're assigned to a project, alert managers when someone is over- or under-allocated, post daily or weekly schedule digests to team channels, and flag upcoming capacity gaps before they cause problems. Your team spends less time checking dashboards and more time doing the actual work. ## Use cases ### Instant Assignment Notifications When a project manager creates or updates a team member's schedule in Float, tray.ai immediately sends that person a Slack direct message with the project name, dates, and hours allocated. Nobody gets blindsided by a new assignment appearing on their plate. That awkward gap between being scheduled and actually knowing about it? Gone. - Team members get a Slack DM the moment they're assigned to a project in Float - Cuts the risk of missed assignments or last-minute scheduling surprises - Saves project managers from manually chasing down every new allocation ### Daily Schedule Digest in Team Channels Every morning, tray.ai pulls the day's schedule from Float and posts a formatted digest to a designated Slack channel, summarizing who's working on what across the team. Project leads and account managers get a quick read on capacity and commitments without leaving Slack. It replaces manual stand-up prep and keeps everyone oriented. - Posts a daily team schedule summary to a Slack channel each morning, automatically - Gives managers an instant look at current allocations and any gaps - Surfaces scheduling data in Slack so people don't have to open Float ### Over-Allocation Alerts for Managers When Float detects a team member has been scheduled beyond their available capacity, tray.ai sends an alert to the relevant manager's Slack channel or DM. Catching over-allocation in real time means managers can rebalance workloads before projects take a hit. The alert includes the team member's name, current allocation percentage, and affected projects so the manager has enough context to act. - Flags over-allocated team members before it affects delivery - Delivers the who, how much, and which projects directly in Slack - Lets managers rebalance faster without having to audit Float manually ### Project Kick-Off Channel Notifications When a new project is created in Float and resources are assigned, tray.ai posts a kick-off summary to the relevant Slack project channel — team members, roles, scheduled hours, and key dates all in one place. The whole project team has visibility from day one, without the project manager needing to write and send a separate resourcing summary. - Announces new project assignments to the relevant Slack channel automatically - Puts team composition, hours, and timelines in one post without manual effort - Gets everyone aligned at the start of a project, not a week into it ### Upcoming Availability and Bench Alerts When a team member's current project winds down in Float, tray.ai posts a notification to a resource planning Slack channel so managers know capacity is about to open up. Business development and delivery leads get time to line up the next project before someone goes unscheduled. This matters most for agencies juggling tight project pipelines. - Notifies managers of upcoming available capacity before gaps appear - Gives business development teams a heads-up to fill the pipeline - Reduces unplanned bench time and improves utilization ### Time-Off and Leave Visibility When time off is approved and entered in Float, tray.ai posts a notification to the relevant team or manager Slack channel. Everyone knows about the absence before it affects scheduling — which matters especially for cross-functional teams that depend on specific people. Managers can reschedule or reallocate work in advance, not at the last minute. - Sends approved time-off entries from Float straight into Slack - Prevents scheduling conflicts from unannounced or overlooked leave - Gives teams time to plan coverage without scrambling ### Weekly Capacity Planning Summary for Leadership At the end of each week, tray.ai compiles a capacity planning summary from Float — team utilization rates, upcoming unallocated hours, project loading — and posts it to a leadership Slack channel. Executives and operations leads get a consistent read on resourcing health without anyone having to generate a manual report. - Delivers a weekly utilization and capacity report from Float into a leadership Slack channel - Removes manual reporting on team availability and workload - Gives leadership what they need to make proactive decisions about hiring and project intake ## Templates ### Float Assignment → Slack DM Notification Sends a Slack direct message to a team member whenever they're assigned to a new project or shift in Float, including project name, dates, and scheduled hours. Connectors used: Float, Slack ### Daily Float Schedule Digest → Slack Channel Post Runs every morning, pulls today's team assignments from Float, formats them into a readable summary, and posts the digest to a designated Slack channel. Connectors used: Float, Slack ### Float Over-Allocation Detection → Slack Manager Alert Monitors Float for team members scheduled beyond their available capacity and sends an immediate alert to the manager's Slack channel with the over-allocated person's name, allocation percentage, and affected projects. Connectors used: Float, Slack ### New Float Project → Slack Project Channel Kick-Off Post When a new project is created in Float and resources are assigned, posts a kick-off summary — team members, roles, and dates — to the relevant Slack project channel. Connectors used: Float, Slack ### Float Time-Off Entry → Slack Team Notification When time off is logged or approved in Float, notifies the relevant team Slack channel so managers and teammates know about upcoming absences ahead of time. Connectors used: Float, Slack ### Weekly Float Utilization Report → Slack Leadership Channel Every Friday, compiles team utilization rates and upcoming capacity data from Float and posts a weekly resourcing summary to a leadership or operations Slack channel. Connectors used: Float, Slack ## Challenges Tray.ai solves ### Keeping Team Members Informed Without Overwhelming Them Float holds a lot of scheduling data, and naively syncing everything to Slack risks flooding channels and DMs with notifications nobody asked for. Getting the right information to the right people — without the noise — is a real problem when connecting these two tools. **How Tray.ai helps:** tray.ai's conditional logic and filtering let you control exactly which Float events trigger Slack messages. You can route notifications by team, department, project type, or allocation threshold, so each person or channel only gets updates that actually apply to them. ### Mapping Float Users to Slack Users Reliably Float and Slack maintain separate user directories, and matching a Float team member to their correct Slack user ID isn't always straightforward — particularly in larger organizations where names overlap or profiles are inconsistent. **How Tray.ai helps:** tray.ai lets you build a user-mapping lookup table or connect to your identity provider to reliably match Float people to their Slack accounts. Slack DMs and mentions reach the right person, even when naming conventions don't line up perfectly. ### Handling Schedule Changes Without Duplicate Alerts Resource schedules in Float get updated often — a shift might be created, edited, and extended within minutes. Without deduplication logic, each change fires a separate Slack notification, which gets annoying fast. **How Tray.ai helps:** tray.ai supports deduplication and event batching, so you can consolidate multiple rapid changes into a single Slack notification rather than sending an alert for every incremental edit. The messages stay clean and worth reading. ### Formatting Float Data for Readable Slack Messages Raw data from the Float API — ISO date strings, numeric allocation values, internal project IDs — can't be dropped directly into a Slack message. Poorly formatted notifications are hard to read and people start ignoring them. **How Tray.ai helps:** tray.ai's data transformation tools let you reformat dates into readable strings, convert allocation numbers into percentages, resolve project IDs to actual names, and compose Slack messages using Block Kit layouts. Every notification ends up clear and useful. ### Routing Notifications Across Multiple Teams or Departments Organizations using Float across multiple teams need Slack notifications going to the right channels — the design team's schedule shouldn't land in a company-wide feed. Getting this routing right without writing code is a genuine configuration challenge. **How Tray.ai helps:** tray.ai's workflow branching lets you inspect Float project or team metadata and route Slack messages to the correct channel based on department, project type, or any other attribute. You set up the logic visually, no custom code needed. ## Learn more - Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/ - Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/ - Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/ - Book a demo: https://tray.ai/contact/