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Integrating with Slack

Slack is a team collaboration and communication platform. This article outlines how to use the integration with Slack.

Supported Actions

Send Message

Send a predefined message to Slack.

1. Connecting to Slack

To get started, you must connect your Slack account to your Compass account. Navigate to Integrations and select Enable on the Slack integration.

Compass software interface showing how to navigate to the integrations page

Next select the Connect Now button. This will redirect you to Slack to choose and authorize your account with connect with Compass.

Compass software interface showing how to connect to Slack

After selecting your Slack account and reviewing the required permissions, select Authorize.

Compass software interface showing how to authorize with Slack

You will be redirected back to your Compass account and you should see the connection message that indicates which account you selected.

Compass software interface showing the connected integration

2. Add an Action to your Workflow

Now that you’re connected you can add Actions for Slack to your Workflows. If you aren’t familiar with adding Actions to Workflows, we highly recommend you read the article Adding Actions to a Section.

Navigate to Workflows and choose a Workflow. If you haven’t created a Workflow, we recommend you read the article, Creating a Workflow and then return to this article.

Select the Section that will use the Action and then select Add Action, as seen below.

Compass software interface showing the add action button in a section for a workflow

Then follow the simple Setup Action process to add the Action. Once complete you’ll see the Slack Action added to the Section as seen below.

Compass software interface showing a slack action added to a section

4. Use the Action in a Session

Now that you’ve added the Action to your Workflow, you’re ready to use it in Sessions. If you aren’t familiar with Sessions, we recommend you read the article Creating a Session.

If the timing for the Action was set to "Immediate", it appear on the screen as soon as you encounter the Section it was added to.

Compass software interface showing an immediate Slack action

For more information on immediate Actions, we recommend you read the article, Triggering an Immediate Action.

When the timing for the Action is set to "End of the Session" then you will need to review the Action before it’s sent at the end of the Session. You will only trigger the Action if you encounter the Section it is added to.

Compass software interface showing the review actions screen

You can edit the message and channel before it’s sent by expanding the Action panel.

Compass software interface showing how you can edit the slack action details

Once you’re ready to send the message, select Complete Session & Fire Actions. This will send your message to Slack.

5. Reviewing Sent Actions

After you’ve completed the Session and fired the Actions, you will have access to a record of everything that happened during the Session.

If you aren’t familiar with the Session Record, we recommend you read the article, Reviewing a Completed Session Record.

From the Session Record, you can view the sent Actions and their details, as seen below.

Compass software interface showing a slack action in a completed session

Nice work! You've connected to Slack, added an Action to your Workflow, and then triggered the Action with a Session. Now you know how the Slack integration works.

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