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Slack

Slack is a business communication platform offering many IRC-style features, including persistent chat rooms (channels) organized by topic, private groups, and direct messaging. It was created to be a place where work happens, providing a way for teams and organizations to communicate and collaborate in real time.

Key Features of Slack:

  • Channels: Organize conversations by topic, team, or project for focused and transparent communication.
  • Direct Messages and Group DMs: Quickly connect one-on-one or with small groups for private discussions.
  • Integration with Other Services: Connect tools like Google Drive, Trello, GitHub, Zoom, and over 2,000 others.
  • Searchable History: Instantly find messages, files, and conversations with powerful search capabilities.
  • File Sharing: Upload and share documents, images, and other files directly within conversations.
  • Voice and Video Calls: Start calls from any channel or DM, with screen sharing for collaboration.
  • Notifications: Customize alerts per channel or keyword to stay updated without unnecessary noise.
  • Workflow Builder: Automate routine tasks and approvals with drag-and-drop workflow creation.
  • Security: Enterprise-grade security including data encryption, SSO, and compliance certifications.
  • Slack Connect: Collaborate securely with external partners, vendors, or clients in shared channels.
  • Apps and Bots: Extend Slack with custom apps, bots, and integrations tailored to your workflows.
  • Cross-Platform Support: Available on web, desktop, and mobile to stay connected anywhere.
  • Customizability: Personalize themes, notifications, and settings to suit individual or team preferences.

As a platform, Slack is widely adopted for its clean, easy-to-use interface and robust feature set that supports collaboration and productivity for teams of all sizes, ranging from small startups to large enterprises.

Further information

Read more detailed information on Slack here.

Actions:

  • Find a message: Finds a message using the Slack search feature.
  • Find user bey email: Finds a user by email.
  • Send a message to a channel: Sends a message to a specified channel.
  • Send a direct message: Sends a direct message to a user or yourself from the Slackbot.

Connect with Slack:

INFO

Pop-up windows must be allowed for this browser session to enable the connection of this third-party app with Workflow Automation.

  1. Log in to your Slack account.

  2. Go to the link to create an app on Slack API. Slack_01.jpg

  3. Select From scratch.

  4. Enter an App name. Slack_02.jpg

  5. Pick the workspace you would like to use with the Slack connection.

  6. Click the Create App button.

  7. Scroll down to App Credentials. Slack_03.jpg

  8. Click the Show button to reveal the Client Secret. Slack_04.jpg

  9. Copy the Client ID and Client Secret values and save them for future use.

  10. Go to the OAuth & Permissions page and scroll down to the Redirect URLs section and click the Add New redirect URL button. Slack_05.jpg

  11. Go to Workflow Automation and navigate to Apps. Click the + Add Connection button. In the popup, select Slack from the list. Slack_06.jpg Slack_07.jpg

  12. Copy the OAuth Redirect URL from Workflow Automation and paste it into the Redirect URLs field on Slack. Click the Add button. Slack_08.jpg

  13. Do not forget to click the Save URLs button! Slack_09.jpg

  14. Scroll down to Bot Token Scopes and click the Add an OAuth Scope button. Slack_10.jpg

  15. Add chat:write.customize along with chat:write scope to enable bot functionality. Slack_11.jpg

    HTTPS REQUIRED

    Slack does not allow non-secure URLs in redirect URLs. Therefore, you must serve Workflow Automation via HTTPS protocol.

  16. Paste the Client ID and Client Secret values you have saved earlier into the respective fields as API Key and API Secret on Workflow Automation. Slack_12.jpg

  17. Click the Submit button.

  18. A pop-up window appears. Click the Allow button. Slack_13.jpg

  19. Your Slack connection is now established. Slack_14.jpg

  20. Start using your new Slack connection with Workflow Automation.