Slack

  • 13 April 2020
  • 0 replies
  • 55 views

Introduction to Slack

Slack is a chat-based tool for messaging and sharing messages and files with your team(s). You can create channels, react to key events and configure Slack specifically for your team’s unique needs or tech stack via the Slack API. Slack can be used purely for piping message both public and private purely for information share with your team, or more importantly, giving your team the ability to take action within the Slack app.

 

Authentication

Tonkean uses Slack in two different capacities, both of which need to be connected appropriately.

  1. As a Communication Source where we send “people coordination” actions such as automated check-in’s, and reaching out to your team to gather information from them 
  2. As a Data Source where you can monitor threads and conversations and take action

Authenticating is the same process for both, just logging in with your normal credentials.


As a Communication Source

  1. Go to the top left menu and select Settings and Preferences
  2. On the General tab, click on Connect next to Slack
  3. Enter your credentials and confirm the permissions of sending data
  4. Click Save

Note: You will need to add the 3rd party Tonkean app within Slack for the integration to work. This automatically happens when you connect, but you’ll see a new “Tonkean” app now added to your Slack environment.

As a Data Source

  1. Go to the Data Sources tab on the top menu
  2. Click on Add Data Source
  3. Search for Slack and select it
  4. Enter your credentials and confirm the permissions of sending data
  5. Click Save

Permissions

When connecting to Slack with a user’s account, it’s important to note that all of the permissions (creating channels, deleting channels, access to private channels, etc.) are mimicked in Tonkean. Anything a user can do normally in Slack will be allowed to do in Tonkean. With this said, be sure that the account you connect represents all the necessary actions your automation needs while being mindful of not giving Tonkean more access to Slack than it needs.

 

Monitoring as a Data Source 

You can use Slack as the source that you want a Tonkean module to monitor. Instances can include “Only Channels named legal-help” or any number of criteria that you’d eventually want to take action on. 

  1. When creating a module, select the “Data Source” from the “Start Here” option on the left side of the module.
  2. Select the Entity you want to monitor. (i.e. Users, Channels, Messages)
  3. Choose if you want to monitor ALL records, or if you want to custom select which ones to monitor. Note: We recommend always using a custom filter to narrow down what you actually want to monitor. 
  4. Click on Preview Items and ensure that the right records are being populated
  5. Click Save
Monitoring the Legal Help channel

Using Slack as an Action 

You have the ability to reply on threads within Slack, send messages to private and public channels, on top of direct messaging in Slack based on any triggers within a Tonkean module. Simply selecting a new Action block and scrolling down to “Data Sources” and then finding the Slack logo will bring up your options.

 

Once selected you’ll see all the actions available that you can take within Slack. 

Any action that is not native can be done via the Custom Data Source Action. This is more advanced and requires the use of Slack’s API documentation. More information can be found in this article.

Note: If you want a new action as an option for Slack, please reach out to us directly (via the in-app chat to the right) and we will integrate it for you immediately.


This topic has been closed for comments