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Slack

Slack is a workspace tool that allows team members to communicate with each other via both dedicated channels and private chats. Boltic supports Slack as a Destination that allows you to share personalized reports and stay connected with other team members to get things done.

Step by Step Guide to Configure Slack as a Destination​

Step 1: Add a Destination​

Go to the Add Destination page to select Slack as a Destination

Step 2: Authenticate the Destination​

  • Click the Sign in with Slack Account to authenticate your desired Slack account
slack
  • Now, click the Allow button to authorize Boltic to access your Slack account
Allow

  • You can add the multiple slack accounts by clicking the Add Another Account plus icon

  • When you add the another account you can add the another workspace as well

Add Another Account
  • Click the Continue button
Continue

Step 3: Configure the Destination​

Before sending the personalized report to your teammates, Boltic allows you to change the configuration settings as per your requirement.

Configure the Destination

  • By default the Message Type is selected as a Send Direct Message that is responsible to send the message to the recipients directly. If you want to send the message to the channel then select Send Channel Messages

  • Now select the Recipients whom you want to send the message

Note

When you send a message directly to the teammates you can add up to 8 recipients per message

  • Select the Send as Bot to send the message as a Bot to the teammates.

    • Give a name to the Bot

    • Give a face to the Bot by entering the image URL or emoji code in the Bot Icon text box

  • Now click the Body Type dropdown to format a message. You can format the message either in a simple text using Text or in JSON, using " Block" as a body type

  • You can also pass the parameter in the Body section using {{}} curly braces.

  • If you choose Block as a body type and want to send a parameter you need to specify the parameter like this {{parameter | json}}

  • Click the "Preview" button to view your slack message before sending it to the recipients.

  • You can also click the Use Slack Block Builder to create a slack message by stacking “blocks,” visual components. Once you create a message you can copy and paste it to Body.

Slack block builder

Read this doc to generate a slack message dynamically

Step 4: Save & Test​

Click Save & Test to configure the Slack message successfully

Step 6: Publish the Bolt​

Click "Publish" and give a meaningful name and description to the bolt.

Run the Bolt​

Once your Bolt gets created successfully, go to the Bolt Overview Page, click the Run button to send the email

Scheduling 🕐​

After successfully sinking data to the destination, you can click on the "Schedule" to run data continuously to a destination and repeat at a given time or interval.

Any Question? 🤓​

We are always an email away to help you resolve your queries. If you need any help, write to us at - 📧 support@boltic.io