Eko is Torii's AI teammate for managing your SaaS. In Slack, you can message Eko like a colleague: ask it a question, hand it a task, or let it watch for problems and tell the right person when something needs a decision.
This guide takes you from zero to a working setup: what you need, how to install Eko in Slack, how everyone in your company can talk to it, and how to turn on its checks. It ends with more things Eko can do, such as working with files. If you only want to chat with Eko inside Torii, see Eko, your AI agent in Torii.
What Eko does in Slack
Eko works in two ways.
- It answers when you ask. Message Eko in plain words, such as "Which contracts renew in the next 60 days?" Eko looks at your live Torii data and replies in Slack. It can also build spreadsheets, PDFs and charts, and prepare a change in Torii for you to confirm.
- It checks on its own. Eko can watch for common problems, such as an app with no owner, and message the person who can fix them. These are the built-in checks, Torii's suggested starting points. They are off until an admin turns them on. You can also create your own routines for anything your team needs.
Eko never changes anything in Torii by itself. When a change is needed, it asks the person first, and nothing happens until they confirm.
Before you start
Setup takes a few minutes. You need three things:
- You are a Torii admin. Only admins, or people whose role can change Torii settings, can install Eko, turn it on or off in Slack, and turn checks on.
- The Slack integration is connected in Torii. Eko uses it to find your company's Slack workspace. If it isn't connected yet, follow Integration for Slack first. Until then, the Install in Slack button is greyed out.
- You can add apps to your Slack workspace. Slack asks you to approve Eko during installation. If your workspace limits who can add apps, ask a Slack admin to approve it or to install it with you.
A Slack workspace can be linked to one Torii account at a time. If Eko is already installed in the workspace for a different Torii account, uninstall it there first.
Step 1: Install Eko in Slack
- In Torii, go to Settings > Eko.
- On the Settings tab, find the Slack row and select Install in Slack.
- Slack opens and lists what Eko asks permission to do. Review it and select Allow.
- You return to the Eko page. The Slack row now shows Live in Slack.
When the installation finishes, the row shows a green badge:
Good to know
- After installation, the button changes to Reinstall in Slack. Use it if Torii asks you to update Eko's permissions.
- Eko appears in Slack as Eko. You can find it under Apps in the Slack sidebar.
Step 2: Say hello to Eko
Once Eko is live, anyone in your company with a Torii account can talk to it. They don't need to set anything up.
- In Slack, open Apps in the sidebar and select Eko, or search for "Eko".
- Write a message, as you would to a colleague. Eko replies in a thread under your message.
Where you can talk to Eko
- Direct message. The best place to start. Replies are private.
- A channel. Add Eko to the channel, then mention it with @Eko. Everyone in the channel sees the reply.
- A group direct message. Mention @Eko. Eko ignores messages that don't mention it.
Things to try
- "Which apps have licenses nobody used in the last 90 days?"
- "Which contracts renew in the next 60 days, and what does each cost?"
- "Who owns Figma?"
- "Put the inactive Zoom users in a spreadsheet."
- "Every Monday morning, send me the contracts renewing in the next 30 days."
The more specific you are, the better the answer. Name the app, the team or the time period.
Who can use Eko
Eko finds the Torii user linked to each Slack user through the Slack integration. People who don't have a linked Torii account are told to contact an admin, and Slack guests can't use Eko.
What Eko can see and do
Eko follows your Torii permissions. It acts as a person, never with more access than that person has.
- When you talk to Eko, it acts as you. It can see and do what you can in Torii, and nothing more. If you can't open a contract in Torii, Eko can't see it for you either.
- When Eko runs a routine, it acts as the person who owns the routine. A routine is something you ask Eko to do on a schedule. It runs with your permissions, not anyone else's.
This means two people can ask Eko the same question and get different answers, because each of them can see different things in Torii. To change what Eko can see for someone, change that person's role in Torii.
Step 3: Turn on the built-in checks
Checks keep your SaaS tidy without anyone having to ask. Each check looks at Torii on a schedule, finds items that need attention, and asks the right person about them in Slack. You decide which checks run. All of them start off.
- Go to Settings > Eko.
- Scroll to Built-in checks.
- Switch on the checks you want.
A message confirms the change and shows when the check will next report, for example "Next report Mon 9:00 AM".
If the switches are greyed out, Eko isn't installed yet or is turned off in Slack. Finish Step 1 first.
The three checks
| Check | What it looks for | Who Eko asks |
|---|---|---|
| Apps without an owner | Apps your company really uses (active users or spend in the last 12 months) that have no owner. | The person most likely to own the app, for example its only remaining user, or someone who owns similar apps. Eko says why it thought of them. |
| Apps stuck in discovery | Apps that have been in the Discovered state for 14 days or more. | The app's owner, or the best-fitting person. Eko asks them to decide: approve it, keep evaluating it, or retire it, and gives its own recommendation. |
| Upcoming renewals | Open contracts that renew in the next 60 days and have no next contract linked. | The contract owner, then the app's owner. Eko shares the date, the cost, licenses paid for versus used, and who uses the app, so they can choose: renew as is, renegotiate, or let it end. |
How a check works, from day one
- It runs on weekdays at 9:00 AM in the time zone of the person who turned it on.
- The first run contacts nobody. Eko sends the person who turned the check on a summary of what it found, the biggest items and who it plans to ask. You can change anything before it reaches another person.
- From the next run, Eko starts asking people. It messages each person in Slack with what it found and what it needs from them.
- Eko follows up. If nobody answers, it reminds them once after 3 days. After 7 days without an answer, it brings the item to you as a decision, with its recommendation.
- Eko sees it through. When someone says yes, Eko prepares the change in Torii for them to confirm, and closes the item when Torii shows it's done.
Here is what a person receives. Eko explains what it found, gives its recommendation and the numbers behind it, and asks for a decision:
People can select a button or answer in their own words. "Yes", "later", "ask Dana instead" and "no, we don't need this" all work. Answering is all they need to do. They never have to go into Torii to make the change.
When an answer leads to a change, Eko asks to make it, and then confirms once Torii shows it done:
Who gets the reports
Whoever turns a check on becomes its owner. The owner receives the check's reports in Slack, and Eko brings them anything that needs a decision. The status line under each check shows who the owner is. To hand a check to someone else, ask Eko in Slack.
Change how a check works
Each check has instructions that tell Eko what to look for and how to act. Any admin can read and change them.
- Under the check, select Show instructions to read them.
- Select Edit instructions, make your change, and select Save.
- To go back to Torii's version, select Reset to default.
For example, you could ask Eko to look only at apps above a certain yearly spend. The page shows who last changed a check, and when.
Create your own routines
The built-in checks are only defaults. You aren't limited to them: ask Eko in Slack to run anything you need on a schedule, and it becomes your own routine. See Run routines on a schedule below.
If a check stops
The status line under the check tells you why it isn't running.
- Off: an admin switched it off.
- Stopped: its owner can't be reached in Slack: for example, the owner left the company. Turn the check on again to take it over.
- Stopped: it failed several runs in a row: turn it on to try again.
More things Eko can do for your team
Work with files and documents
Eko can read a file you attach to your message, such as a spreadsheet, and work with what's in it. It can also send you documents that are stored in Torii. Here are three things to try.
Add expenses from a file
Send Eko a CSV of expenses and ask it to add them to Torii.
- Attach the file to a direct message to Eko, or to a message that mentions @Eko in a channel.
- Say what you want done with it.
- Eko checks the file and replies with what it found: which column holds the date, the description, the amount and the currency. If you asked for one month from a longer file, Eko keeps only that month's rows and says how many it will add. If something is missing, such as the currency, Eko asks.
- Nothing is added until you select Upload. Select Dismiss to cancel.
Once the file is uploaded, you can find it in Torii under Expenses > Uploads.
Eko uploads as you, so this works for people whose Torii role lets them edit expenses. Files can be up to 25 MB.
Turn a file into a chart
Attach a spreadsheet and say what you want to see, such as "Show monthly spend by category from this file as a stacked area chart, and point out the biggest jump." Eko replies in the thread with the chart as an image and a short note on what stands out. Download it and drop it into a slide or a message.
Eko builds the chart from every row in the file, not just the rows you can see in the preview. Ask for a different chart type, a different grouping or a different time period, and Eko makes a new one.
Get a contract document
If a contract in Torii has a document attached, such as a signed order form, Eko can send it to you. Name the contract and the document, as you would ask a colleague: "Can you send me the SaaS Subscription Agreement from the Torii 2026-2027 contract?" Eko replies in the thread with the file attached.
If more than one contract fits, Eko asks which one you mean instead of guessing. If you don't know which contracts have a document, ask Eko to list a few first.
Run routines on a schedule
Ask Eko to do something regularly and it will. This is a routine. For example: "Every Friday, post the week's newly discovered apps in this channel." Eko only posts in channels you name by tagging them (type # and pick the channel), so it never chooses a channel on its own.
Example: a message with details the person can't see
A routine's message may only include what its recipient could see in Torii. Say a routine messages each contract owner about their upcoming renewals, and the message includes the yearly cost. If an owner's role doesn't let them see contract costs, Eko doesn't send them that message. Eko holds it back instead, and tells whoever asked that the details were held back because of what that person can see in Torii.
The routine's owner gets a question from Eko that names the routine, the person and the details: Allow or Don't allow.
Allow lets that routine share those details with the people it messages from then on, and the routine sends the message again right away. Don't allow keeps them out, and Eko won't ask about the same details again for 30 days. Eko only asks about the details it held back, so allowing one kind of detail doesn't open up anything else.
Torii permissions don't change either way. The person still can't open those details in Torii, and the routine's owner decides what that routine may share.
Teach Eko how your company works
Tell Eko in a direct message how your company does things, for example "Finance owns renewals under $5k, don't chase those." Eko remembers it and follows it from then on. Only Torii admins can add guidance.
Everything Eko has been taught is listed under Company guidance on the Eko page, with who taught it and when, so nothing is hidden.
Example: pause something for a week
Rules can have an end date. Say your company is going through a SOC 2 audit and you don't want any expense uploads this week. Tell Eko in a direct message: "Please remember this: we're going through our SOC 2 audit this week, so we're pausing all expense uploads until Friday. If anyone asks you to upload expenses, don't upload them. Tell them to check with me first." Eko confirms the end date with you before it saves the rule.
From then on, when someone asks Eko to upload expenses, Eko holds the upload and explains the pause. If the person who set the pause asks, Eko checks that they really want to override it first. The rule applies to everyone who talks to Eko, not only admins. Eko remembers the end date and treats the rule as over once it has passed, and you can ask Eko to forget it at any time.
Eko answers only the person who asked. It doesn't contact you about the request on its own.
See what Eko sent people
Open the Activity tab on the Eko page to see what Eko has sent people on its own, newest first, and whether they have answered. People's own conversations with Eko are private and never appear here.
At the top, Eko writes a short note on where things stand, such as who it is still waiting on and who has replied.
Each line shows who Eko messaged and for which check or routine, and ends with a status. It reads Waiting on a person's name until they answer, and Replied once they do. What people said stays between them and Eko: only the fact that they replied appears here.
Turn Eko off
You stay in control. On Settings > Eko, in the Slack row, switch off On in Slack.
Eko stays installed but stops working in Slack: no answers, checks or messages. Anyone who writes to it is told it's turned off. Eko in Torii isn't affected. Switch it back on at any time.
FAQ
Will Eko change my data without asking?
No. Eko prepares changes and shows them for confirmation. Nothing changes in Torii until a person confirms.
Can Eko show me things I'm not allowed to see in Torii?
No. Eko acts as the person it's talking to, so it only sees what that person can see in Torii. A routine runs with the permissions of the person who owns it.
Will Eko message people out of the blue?
Only if an admin turns on a check, or someone sets up a routine that messages people. Until then, Eko only replies to people who write to it. Everything Eko sends on its own appears on the Activity tab.
Who pays for the AI Eko uses?
Torii does. You don't need an AI account or key of your own. If your organization has set up its own key, Eko uses that one instead, and your organization pays for it.
Is Eko ever wrong?
Eko uses AI, so it can occasionally be incomplete or mistaken. It works from your live Torii data, so verify important decisions in Torii.
The Install in Slack button is greyed out.
The Slack integration isn't connected in Torii. Connect it first, then return to Settings > Eko.
I installed Eko but can't find it in Slack.
Search for "Eko" in Slack, or open Apps in the sidebar. If it still doesn't appear, check that you installed it in the same Slack workspace that is connected to Torii.
Eko says it's turned off.
An admin switched On in Slack off. Ask a Torii admin to turn it back on.
Something else isn't working.
Contact our support team and tell us what you asked Eko and what happened.