Slack

If you want to send a customizable message to a Slack channel at a specific step of a process, you can use the Slack service step to do so.

First, you need to set-up the connection to Slack.

To set-up the connection to Slack, use the link below and follow the steps outlined in the instructions below.

Set-up link (this will direct you to Slack)

Click on the Create an App button.

In case you are not already logged into Slack on the device you are using, you will be prompted to log-in to your workspace.

Next, select From scratch

Choose an App name and select the Workspace you want to connect the App to.

Go to OAuth & Permissions.

Add scopes in the same way you see below:

Click on Install to spektr
​(in this example, we see spektr, but the name on the button will depend on the workspace name you want to install to)

Now go to your Slack app.

Click on Channels > Create > Create Channel.

Select a Channel name and click Next.

Select channel visibility in line with your organizational requirements.

Add relevant people to the channel, if applicable

Now go back to the slack API installation page.

Type in the export channel name you picked in your Slack app and select it.

Click Allow.

Go back to your Slack app.

Go into the Slack channel you just created, type /invite as a message and select Add apps to this channel.

Select the app name you created.

Click Add.

Now return to the slack API page and select OAuth & Permissions.

Copy the Bot User OAuth Token.

Now go to your Slack app and right click the channel you created. Click View Channel Details and copy the Channel ID you find on the bottom.

You will need both, the Bot User OAuth Token and the Channel ID for the next step.

Now you can use the slack export channel in a process.

For that, go to the spektr platform and create a new process.

Add a new process step and add Slack, which you find in the Services tab under the Connection part.

Enter the Bot User OAuth Token and the Channel ID you retrieved at the end of your slack channel set-up. If you don't have both of them, go back to the Retrieve export channel details step above.

You can also customize the message that should be sent to the slack channel, as well as the Entity name which is shown as the sender of the message.