Slack
Connect Slack so your agents can read channel history, respond to @mentions, and reply in-thread.
Audience: IT (the enabler) and builders
What it can do
- Read. Channel history.
- Triggers. A message that @mentions the workspace Slack app and asks for a Workflow's work starts a run. In a channel with triggers, the request goes to the matching trigger. Elsewhere, the app finds the Workflow that was asked for. Work starts only when the sender has a linked Slack account with permission to operate the Project; see Triggers.
- Answers. Any other @mention gets an answer in the thread. The app answers as the sender: it sees the Projects they can see and works with their permissions. It reads the earlier messages in the thread, so a follow-up such as "try again" has context.
- Reply. In-thread only.
This integration does not support Write today.
Triggers and Workflow posts use the workspace Slack app, not this integration. An administrator sets up that app under Configuration > Slack app. A Workflow trigger lists the channels the app is in, so builders need neither this integration nor a personal Slack account to pick one. This integration copies messages from the channels you pick into the Project so agents can read them.
Who connects this
Admin-enabled OAuth. Your Slack workspace admin installs the platform Slack application once. After that, a team admin or workspace admin connects the integration for a team or the whole workspace. Builders add it to their Projects without signing in.
Workspace admin required for stage 1. A Slack workspace admin must install the platform Slack application before anyone can connect the integration. The installation is one-time per workspace.
Workspace admin installs the application
An administrator opens Configuration > Slack app and selects Connect workspace. A Slack workspace admin approves the requested scopes to install the platform Slack application into the workspace.
A team or workspace admin connects the integration
Once the workspace install is done, a team admin or workspace admin opens Integrations, selects Connect on the Slack card, and signs in with a Slack account in that workspace. In Available to, they choose Team or Workspace. They then pick the channels the integration should read from and reply into.
Builders add it to their Projects
In the Project context, builders add the integration with Add to project. They do not sign in to Slack.
Approve decisions from Slack
A Workflow can send a decision to a Slack channel when it pauses for a person. Add slack_channel with the channel's ID to the notify of a human.request step. When the run pauses there, the Slack app posts the question, the saved form values, and the answer buttons to that channel.
A reviewer answers with a button, or selects Open decision to review it in the app. Notes, edits, and email review happen through Open decision. The answer records who decided and resumes the same Workflow. When the decision is answered or cancelled, the message updates and its buttons disappear. A later click cannot replace the answer.
Everyone in the channel can see the question and the form values. Choose a channel where that information belongs.
To answer in Slack, a reviewer needs permission to work the Project's Work items and a linked Slack account. To link the account, send the Slack app a direct message, open the link it replies with, and sign in if asked.
If a reviewer who has not linked their account selects an answer button, the Slack app sends them a private Connect your Sema4 account link. After they link the account, they select the button again.
If the message cannot be delivered, the decision in the app shows the failure. Check the app connection in Configuration and that the app is still in the channel, then select Retry Slack notification. The Workflow does not rerun. If updating the message fails after the answer, the answer stays recorded, and Retry Slack message update tries again.
Slack decisions need a one-time setup.
Connect the workspace Slack app
Under Configuration > Slack app, configure the app and select Connect workspace. Approve the scopes the app requests.
Once the app is installed, its card shows the name and @handle people see in Slack, so you can tell which app the workspace posts as. You name the app in Slack's own app settings.
Set the request URLs in Slack
In the Slack app's settings, paste the Events request URL from Configuration into Event Subscriptions, and subscribe to the app_mention and message.im events. Enable Interactivity & Shortcuts and paste the Interactivity request URL into its Request URL field.
Invite the app to the channel
Invite the Slack app to the channel that receives the decision.