Slack Pack basics

Install the Slack Pack in your doc and start getting to know some common uses

Updated over a week ago

In addition to collaborating in Coda docs every day, your team may also stay connected in Slack. The Slack pack lets you bring these two amazing tools together to make your team's workflow even more cohesive (and fun).

Know how to set-up the Slack Pack and want to see how others use it? Go to the Slack Pack in the gallery.

Within this article you’ll find...

Set up the Slack Pack

To use the Slack Pack, you’ll first have to add it to your doc. Just follow the steps below to do so:

  1. Click Insert in the upper right of Coda and choose Packs

  2. Type "Slack" in the search-bar

  3. Choose Slack and click Add to doc

  4. In the window that pops up, select a Slack account to connect the doc to

    1. Note: If this is your first time accessing the Slack Pack, you’ll be prompted to connect to your Slack account.

  5. Choose which type of view permissions you'd like your Slack Pack data to have (Who can view Slack data from this account?). Don’t worry - you’ll be able to change these permissions later if needed.

  6. Choose the type of action permissions you'd like your doc to have (Who can take actions in Slack using this account?). Don’t worry - you’ll be able to change these permissions later if needed.

For more info on the permissions for Packs, check out this article.

add slack pack to doc.gif

That’s it! Your Pack is now installed and ready to get to work.

Put the Slack Pack to use

Once you’ve installed and connected the Slack Pack, you’re ready to start using any of its many building blocks. To see what this Pack has to offer, head to the Pack page by following these steps:

  1. Click on Insert in the upper right corner of your doc

  2. Select Packs

  3. Under Installed Packs, select Slack

  4. Scroll through the Building blocks tab to see all the ways you can start using the Pack

You’ll see templates, tables, buttons, formulas, and more. You can click and drag any of these building blocks into your doc.

Examples, tips, and tricks

You can do a lot with Slack and Coda - import Slack messages (and all their info) into Coda, send messages from a Coda doc, automate reminders for your team, and more

In this section, we’ll introduce some common applications for the Slack Pack. But you can check out the guide here for all the Slack bells and whistles.

Pull a Slack message into a table in Coda

With the Message column building block, you can get all the important info about a given Slack message with only the URL. You can even create a table with whichever message attributes you need.

  1. Change the column type to a Slack Message column.

  2. Copy the URL from a Slack message by clicking the the three dot menu on any channel.

  3. Paste the link into the column. It will automatically convert to a more detailed reference.

  4. Once you have your message in a table, you can extract any of its information by hovering over the message, then clicking the Add button next to the information you want to create a column for.

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Alternatively, you can paste the link into the canvas of a Coda doc to get a clickable card that visualizes the message.

Send Slack messages

Perhaps the most common use case of the Slack Pack is sending Slack messages right from your Coda doc. You can create buttons that allow you to manually send messages. And even better - you can set up automations that automatically send messages at certain times or when certain criteria are met 😎 Learn all about sending Slack messages via Coda here.

See all users in your Slack workspace

Maybe you’re in IT and want to see a table of all users in your Slack workspace. No problem - you can easily pull this into your Coda doc. Just type /users into a blank line of your doc, and select the Users table from the dropdown. You can then choose which Slack account to use to pull this data, as well as make other adjustments to the sync table. Then hit Sync now to fill your table.

slack users table.gif

Now that you know how to install the Slack Pack and import messages in Coda, make your workflow more delightful than ever by checking out our Slack Pack or Slack for PMs guide or see how others are using Slack in the gallery.


Should I set up a shared or private Slack account for the Slack Pack?

This depends on how you plan to use the Slack Pack. You can read about the differences between shared and private Pack accounts here.

I’m having trouble connecting to or using the Slack Pack. Help!

We suggest you check out our Troubleshooting Packs for helpful tips on some of the most common Pack issues.

How can I learn more about sending messages via the Slack Pack?

Check out this article for a deep dive on sending Slack messages via the Slack Pack.

What is Coda Bot for Slack? Is this the same as the Slack Pack?

No - these are different. Coda Bot for Slack is an optional integration that you can add to Slack, that makes sharing Coda docs in Slack even easier. You can read all about the Coda Bot plugin here.

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