Every signal has a place to land. Every team has a way to act on it.
The operating manual for Viably's automation-first work operating system. Learn how a self-updating CRM, an evidence-backed ledger, and Via turn conversations into
A small-but-powerful contact capture and response system built to actually reduce work. Every customer, lead and payment are unified into a ledger of people in the background without manual entry.
The work operating system that writes a unified ledger of every revenue event, CRM signal, and growth milestone triggered by webhooks and integrations. Queryable and automatic.
Turn the emoji people already send into tasks, issues, and reminders that someone owns by name with automatic follow-ups. Tag @Via to get help on task scheduling, issue triage, and reporting.
Contacts and CRM
9 guidesEvery lead, enquiry, and payment collapses into one person matched on email address, so the record builds itself out of the things your team was already doing. The dashboard is the whole surface here, and none of it asks for a Slack workspace.
- Lightweight CRM for Small Teams
Capture every lead, enquiry, and payment as one contact, answer them from the dashboard or from Slack, and see which channel actually earned the revenue. No seats to buy and no fields to configure.
POST /relay5 min - Contact Streams and Their Vocabularies
Classify each source you capture through as sales, hiring, support, product or one-off, and every status in Viably is renamed in that pipeline's own words. Five states underneath, five vocabularies over them.
Acquisition panel2 min - The Customer Lifetime View
One record per person holding every form, email, meeting, payment, note, and referral, with the campaign that won them and what they are worth beside it. The single source of truth the rest of the CRM reports from.
POST /relay2 min
- Google Calendar for Slackfiled under Via
Add events to a shared team Google Calendar with the calendar reaction, /calendar, or by asking Via to find a free slot. Each member connects their own Google account, /calendar shows a unified agenda, and meetings with customers can land on their CRM record.
📅:calendar:4 min - Viably OCR from Slackfiled under Via
Scan business cards directly from Slack. React with the camera, then read a formatted contact table and a nine-column CSV in your own thread. No apps and no manual entry.
📷:camera:2 min - Inbound Email to Contacts
Forward your support or sales inbox to a Viably address and everyone who writes in becomes a contact, matched by email to the leads and payments they already appear in. No integration and no code, just a mail forward.
mail forward2 min - One Address for Every Customer Record
Copy one address onto any customer email or calendar invite and Viably works out who it is about, then files it on the conversation that person already has with you. No integration, no per-inbox address to remember.
via+<handle>@1 min - WhatsApp Lead Capture and Attribution
Put a WhatsApp widget on your site and every conversation starts as a named contact, attributed to the page and campaign that produced it. The chat still happens in WhatsApp, and the record no longer stops at the click.
POST /relay10 min
Logs & business observability
5 guidesConsolidate operational logs into your field of vision, so everything that moves the needle lands in one evidence-backed ledger you can query and drill-into. Every event stays readable in the relay log with the full webhook payload.
- Stripe to Slack Webhook Relay
Forward Stripe events to Slack in seconds. Viably accepts Stripe webhooks, formats them into clean Slack messages, and posts them to your channels, with no server infrastructure required.
POST /relay?token=5 min - Payment Webhook to Slack
Send payment and transaction events from any provider to Slack. Viably formats your POST payload into a clean transaction card, with optional periodic revenue reports.
POST /relay4 min
Via, your Slack coworker
12 guidesThe coworker that lives where your team already works. A reaction, a slash command, or a mention is enough to turn a conversation into something tracked, scheduled, or owned by a name. These are the guides for teams looking to turn their Slack from a chatroom into an automation-first work operating system.
- Task Management in Slack
Create assignable tasks from Slack with the clipboard reaction, the Create a Task shortcut, or by asking Via. Set a due date and Via follows up at 11am that day, and a task left unclaimed goes up for grabs.
📋:clipboard:1 min - Issue Tracking from Slack
Turn any Slack message into a tracked issue with a single reaction. Viably extracts a title, summary, and severity using AI and syncs to GitHub when connected.
🐛:bug:2 min - GitHub Notifications in Slackfiled under Observability
Get GitHub issues, pull requests, pushes, and CI/CD runs in Slack. Route each event type to the right channel with /github-notify, and sync issues two ways.
GitHub webhook4 min
- Reminders in Slack
Schedule reminders for any channel or DM. React with the alarm clock and reply in plain language, or ask Via to remind this channel about the retro at 3pm on Friday.
⏰:alarm_clock:1 min - Google Calendar for Slack
Add events to a shared team Google Calendar with the calendar reaction, /calendar, or by asking Via to find a free slot. Each member connects their own Google account, /calendar shows a unified agenda, and meetings with customers can land on their CRM record.
📅:calendar:4 min
- Pinboard for Slack
Pin any Slack message to a shared team board with the pushpin reaction. Each pin keeps a finite lifespan and auto-archives when it ends, so the board stays current without manual cleanup.
📌:pushpin:1 min - Tags for Slack
One shared label across your pins, decisions, and tasks. Tag a launch or a client, then run /tags to pull every reference, decision, and open task tied to it into one view.
/tags1 min - Thread Locking with Outcomes
Close noisy Slack discussions cleanly. Lock a thread with the lock reaction, capture the outcome, assign a follow-up owner and reminder, and nudge late repliers, all without confiscating the thread.
🔒:lock:1 min
- Forward Slack Messages to Email
Send any Slack message or thread to a verified email address with the envelope reaction, or by asking Via in chat. Whitelist personal addresses or trust an entire org domain.
📧:e-mail:3 min - Viably OCR from Slack
Scan business cards directly from Slack. React with the camera, then read a formatted contact table and a nine-column CSV in your own thread. No apps and no manual entry.
📷:camera:2 min