Setting up the Slack pack
Watch a video about the Slack pack
Examples

In addition to the docs you work with every day, your team also need to stay in touch throughout the day. The Slack pack allows you to bring these two tools together to streamline your team's workflow.

Setting up the Slack pack

  1. Click the puzzle piece icon in the tool bar and choose Add a new pack
  2. Choose Slack and click Sign in to install

3. Sign in to your slack account
4. Choose which type of view permissions you'd like your doc to have:

  • You'll choose Nobody if you only want to use your Slack account to post messages to channels
  • You'll choose Anyone this doc is shared with if you would like people to also pull Slack data into your doc

5. Choose the type of action permissions you'd like your doc to have:

  • You'll choose Nobody if you don't want the doc to take actions in Slack
  • You'll choose Only you if you want every person to use their own Slack accounts for posting messages
  • You'll choose Anyone this doc is shared with if all users can use the same Slack account to take actions

Watch a Video about the Slack pack

Examples

Gathering feedback

If you have a Slack channel for feedback, you can pull in relevant messages and then organize them. 

  1. Start by creating a table for messages
  2. Format a column using the Slack message option:

3. You can then Add columns to automatically pull in relevant information about the message:

4. Add a Select List column to categorize feedback:

5. You then then explore trends by:

  • Creating a chart of feedback types
  • Use formulas to get summaries of totals

Sending notifications and reminders

  1. Start by creating a table with tasks 
  2. Include a column for the person's Slack username 
  3. Add a column with a Request Update on Slack button:

4. The button will have the following settings:

  • Action - Slack:Post message
  • Account - User's private Slack account
  • Content - Whatever you would like the message to say. In the example below we're using the Format formula: 

Format("{1} Can you provide a quick update on {2}?",thisRow.Owner.[Slack Username],thisRow.Task)

The Slack message would then read "@slackname Can you provide a quick update on Task name in this row?"

  • Channel - The Slack channel you want this update posted to
  • Disable If - If you want the button to be unavailable under certain conditions, you can do so here. In the example below, we want the button to be off if that task is done.

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