Learned supports managers in capturing insights at the moment and place they are written.
📚: More info about insights? Read this article.
These features must be enabled by both the organization and the employee before they become active.
Slack Integration
Learned offers an optional integration with Slack, allowing users to easily record insights such as feedback, learnings, or observations directly in Learned from Slack, using a slash command or a message action.
How does it work?
Before users can send insights via Slack, the organization’s Slack administrator must install and authorize the app once. During this installation, the administrator grants permission for limited access to user data and the use of slash commands and shortcuts.
Creating Slack integration in Learned
As Admin
To set up and approve the integration with Slack, the admin in Learned navigates to the Integrations page. Here, you’ll find the communication integrations and possible HRIS integrations. Click “Add Integration” and select Slack.
You will then be taken to a screen where you grant Learned one-time access.
Slack Permissions During Installation
When installing the Slack integration, the administrator of the Slack workspace will be asked to grant one-time access. Slack will clearly display which data and features your app is allowed to view or use.
The Slack administrator must explicitly grant this permission before the integration can be activated.
What Data Is Processed?
When using the integration, Learned processes:
Slack Username: To record who sent and received the message.
Slack User ID: For technical linking and authentication.
Message Content: Only the data the user enters in the feedback form or selects via a message action.
Submission Timestamp: For logging and context.
Channel Type and Name: If applicable, records whether the feedback came from a channel or a private conversation, and the channel’s name, for logging and context.
User List Within the Organization: Only requested when a user interacts with a dropdown menu (such as when selecting a colleague). This data is not stored and is only used temporarily to display the menu in Slack.
As an Employee
To use the integration between Learned and Slack as an employee or manager, add the Learned app to your Slack workspace for yourself. To do this, click “Add apps” in the bottom left corner of Slack.
You can then search for the Learned app and connect it.
Once the app has been added to Slack, you can start creating Insights and sending them to Learned.
Creating insights in Slack
The user types /create-insight
followed by a line of text in Slack. When pressing Enter, a form (modal) opens with the message automatically pre-filled.
The user can then edit the text, confirm it, and optionally link the insight to a colleague.
Or the user clicks the menu (⋯) next to a Slack message and selects “Create insight”. This will also open a form that allows the message to be sent to the platform, including additional information such as who the insight is about.
After confirmation, the feedback is sent to the Learned platform, where it is stored in the user’s profile.
How Is Privacy Ensured?
Only messages explicitly sent by the user via a form or action are processed.
No monitoring or scanning of Slack messages is performed.
All data is transmitted and stored in encrypted form within Learned’s secure environment.
Organizations can activate or deactivate the Slack integration at any time via their settings.
Slack requests are digitally signed and validated by us according to Slack’s verification process.
Requests older than 5 minutes are rejected to prevent replay attacks.
ℹ️ The data processing is in accordance with the GDPR and falls under the existing data processing agreement.
Email integration
Learned offers an optional and secure way to convert emails into insights within the platform. Users can forward emails, such as feedback, observations or other relevant information, to a personal and unique email address. The content of this email is automatically processed and added to the user's insights inbox.
How does it work?
The user sends an email to a unique, personal Learned email address (e.g. user123.forward@insights.learned.io), where the email is securely processed by Learned.
Learned automatically extracts the most important data from the email, such as the subject, participants and date sent. If applicable, the forwarded insight is automatically linked to the employees concerned, based on email address recognition.
The user always has the option to view and, if necessary, edit the content of the email in the insights inbox in Learned. By default, the entire thread of emails is forwarded, even though only part of it may be relevant to the insight.
Creating email integration in Learned
As Admin
To establish and approve the integration with email, the Admin navigates to the Integrations page in Learned. Here you will find the communication integrations and possible HRIS integrations. Click on “Add integration” and select email.
As employee
To use email integration as an employee or manager, you must use your unique forwarding email address. For security reasons, you can only send emails to your Insights from the email address linked to your Learned account. You can find your unique forwarding email address on the Insights page or in your profile settings.
ℹ️: You can reset your generated email address for email integration. To do so, click on the “Reset” button at the bottom of the integration section in your profile settings.
Forward insights via email
The user can click on ‘Forward’ in the desired email. Enter your unique email address as the recipient or in the CC field. The email will then be automatically forwarded to Learned.
On the Insights page in Learned, you must first accept the forwarded email. You can do this by clicking on ‘Add to insights’. When adding, you then assign the specific insight to a person.
From the Insights page, you can view, edit, and share forwarded insights with others. If you do not share an insight, it will remain visible only to you and therefore private.
What Data Is Processed?
Sender's email address to record who the insight originated from.
Email addresses (to/from/cc) for automatic assignment to the correct employee(s) and to show who was involved in the original message.
The content of the email is stored as insight. Attachments are ignored and not stored.
Date and time of sending for context and logging in the platform.
Subject line is stored and displayed so that users can see the original subject.
Metadata (if applicable) is processed if it is relevant for the correct interpretation or linking of the insight. If available, previous correspondence is sent as part of the email text. It is up to the user to remove irrelevant and sensitive content such as external email addresses from an email thread.
ℹ️ : Data processing complies with the GDPR and is covered by the existing processing agreement.
Microsoft Teams integration
Learned offers optional integration with Microsoft Teams, allowing users to record feedback, observations or notes directly from Teams. This is done via an action in Teams. To do this, the user clicks on the “+” sign in a chat. Another option is to click on “...” after a sent message.
How does it work?
Learned securely forwards the content of the message to the Learned platform, where it is stored in the appropriate context (e.g. linked to an employee, job or review moment).
Creating the Teams integration in Learned
As an Administrator
To establish and approve the integration with Microsoft Teams, the Administrator navigates to the Integrations page in Learned. Here you will find the communication integrations. Click on “Add integration” and select Teams.
Next, you need to enter the tenant ID from the Azure environment. This ID is only visible to administrators of the Microsoft environment.
To find the ID, navigate to “Entra ID” in the Azure environment.
❗️: After entering the Tenant ID, immediately download the .zip file from the Learned app. You will need this later in the process.
After downloading the app, the Administrator navigates to the Microsoft Teams Admin Centre: Admin.teams.microsoft.com and logs in.
Once logged in, click on:
Teams apps >Manage apps
Actions > Org wide app settings
Allow custom apps
Upload the full .zip file (dit kan even duren)
📚: Read this article from Microsoft for further instructions on uploading a custom app.
Once the app has been uploaded, locate it under “All apps” in the “Manage apps” section. Then click on Learned > Availability and determine who is permitted to download the app.
All permissions are required. The administrator can grant them all at once.
❗️: Depending on the organisation's tenant ID, in some cases this must be approved separately for all employees.
As an employee
When you are logged into Microsoft Teams, click on “Apps” in the bottom left corner > built for your organisation and click on “Add” behind Learned.
Once added, you can start collecting Insights and forwarding them to Learned. To do this, click on the “+” sign in a chat. Another option is to click on “...” behind a sent message.
What data is processed?
When using the integration, Learned only processes the following data:
Teams username: To link who sent the message and to whom the message was sent.
Microsoft user ID: Unique ID of the user within Slack.
Message content: Only messages that are selected and created as insights are forwarded.
Time of the message: For logging and context within the platform.
How is privacy guaranteed?
Only explicitly marked or manually entered information is retrieved.
All data is stored within Learned's secure environment. The integration requires a one-time Microsoft 365 authorisation from the organisation (via Microsoft's consent system).
Admins retain full control over the activation of the integration at the organisational level.
Processing is carried out in accordance with the GDPR and is covered by the existing processing agreement with Learned.