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Using the Slack pack

Using the Slack pack

Connect your doc to your team's communication system
Lena Webster avatar
Written by Lena Webster. Updated over a week ago

In this article

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

In addition to the working in docs every day, your team may 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 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

  5. Choose which type of view permissions you'd like your doc to have:

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

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. Just choose the "Packs" and then "Slack" column type.

3. Through your Slack column's "Slack - Message options," you can then add related columns to automatically pull in relevant information about the message:

4. You can also add a Select list column to categorize feedback. Just choose the "Select list" column type and create a new select list table.

5. You can 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 People column type for the person's Slack username 

  3. Add a Button column type, and name the button. In this example, we've named the column "Request update on Slack" and the button "Slack Owner."

  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 or email - 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.

Sending messages via the Slack pack

This Pack can also be used to send messages in Slack directly from your Coda doc. To learn more, check out this article.

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