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			183 lines
		
	
	
		
			5.2 KiB
		
	
	
	
		
			Markdown
		
	
	
	
	
	
|   | --- | |||
|  | title: Slack Integration with Collate for Data Collaboration | |||
|  | description: Integrate Collate with Slack to enable real-time data collaboration, search assets, receive notifications, and share metadata insights directly in Slack. | |||
|  | slug: /applications/slack | |||
|  | collate: true | |||
|  | --- | |||
|  | 
 | |||
|  | # Slack Application in Collate
 | |||
|  | 
 | |||
|  | Integrate Collate with Slack to enhance data collaboration and streamline team workflows. This integration enables real-time notifications, in-Slack search and sharing of metadata assets, and message interactions—all within your existing Slack workspace. | |||
|  | 
 | |||
|  | ## Overview
 | |||
|  | 
 | |||
|  | The Slack application connects your Slack workspace with Collate, enabling seamless communication and metadata access: | |||
|  | 
 | |||
|  | - **Real-Time Notifications**: Receive instant alerts, mentions, and updates directly in Slack. | |||
|  | - **Metadata Search**: Quickly search for glossaries, terms, tags, and tables within Slack. | |||
|  | - **Asset Sharing**: Share Collate assets effortlessly with your team from Slack. | |||
|  | - **Enhanced Productivity**: Stay informed and connected without leaving your workspace. | |||
|  | 
 | |||
|  | ## Key Capabilities
 | |||
|  | 
 | |||
|  | - **Search Entities**: Use Slack to search glossaries, terms, tags, and tables. | |||
|  | - **Share Assets**: Share metadata assets from Collate to your team directly in Slack. | |||
|  | - **Notifications**: Get notified when someone mentions `@collate2`, or when updates occur in your data workspace. | |||
|  | 
 | |||
|  | ## Authorizations
 | |||
|  | 
 | |||
|  | When connected, Collate will have the following permissions in Slack: | |||
|  | 
 | |||
|  | - View and respond to messages that mention `@collate2`. | |||
|  | - Access content in public channels where Collate is added. | |||
|  | - Join public channels and view their basic information. | |||
|  | - Add and respond to shortcuts and slash commands. | |||
|  | - Access content in direct messages and group direct messages. | |||
|  | - View user profiles in the workspace. | |||
|  | - Send messages as `@collate2`, including to channels it's not a member of. | |||
|  | - Post messages to designated Slack channels. | |||
|  | 
 | |||
|  | ## Slack App Configuration
 | |||
|  | 
 | |||
|  | To enable Slack integration in Collate: | |||
|  | 
 | |||
|  | 1. Navigate to **Settings** → **Applications** → **Add Apps**. | |||
|  | 
 | |||
|  | {% image | |||
|  | src="/images/v1.9/applications/slack1.png" | |||
|  | alt="Configuration" | |||
|  | caption="Configuration" | |||
|  | /%} | |||
|  | 
 | |||
|  | 2. Search for **Slack** and install the application. | |||
|  | 
 | |||
|  | {% image | |||
|  | src="/images/v1.9/applications/slack2.png" | |||
|  | alt="Configuration" | |||
|  | caption="Configuration" | |||
|  | /%} | |||
|  | 
 | |||
|  | ### Configuration Fields
 | |||
|  | 
 | |||
|  | - **User Token**: Token used to authenticate Slack API requests on behalf of a user. | |||
|  | - **Bot Token**: Token used to authenticate Slack API requests on behalf of the bot. | |||
|  | 
 | |||
|  | {% image | |||
|  | src="/images/v1.9/applications/slack3.png" | |||
|  | alt="Configuration" | |||
|  | caption="Configuration" | |||
|  | /%} | |||
|  | 
 | |||
|  | {% note %} | |||
|  | 
 | |||
|  | Ensure that both tokens are securely stored and have the required scopes for interaction with your Slack workspace. | |||
|  | 
 | |||
|  | {% /note %} | |||
|  | 
 | |||
|  | ## How to Obtain Slack Bot Token and User Token
 | |||
|  | 
 | |||
|  | To integrate Slack with Collate, you need to generate both a **Bot Token** and a **User Token** from your Slack workspace. These tokens allow Collate to interact with Slack APIs on behalf of your application and users. | |||
|  | 
 | |||
|  | ## Step-by-Step Instructions
 | |||
|  | 
 | |||
|  | ### 1. Create a Slack App
 | |||
|  | 
 | |||
|  | 1. Go to the [Slack API: Your Apps](https://api.slack.com/apps) page. | |||
|  | 2. Click **Create New App**. | |||
|  | 
 | |||
|  | {% image | |||
|  | src="/images/v1.9/applications/slack4.png" | |||
|  | alt="Configuration" | |||
|  | caption="Configuration" | |||
|  | /%} | |||
|  | 
 | |||
|  | 3. Select **From scratch**. | |||
|  | 
 | |||
|  | {% image | |||
|  | src="/images/v1.9/applications/slack5.png" | |||
|  | alt="Configuration" | |||
|  | caption="Configuration" | |||
|  | /%} | |||
|  | 
 | |||
|  | 4. Enter the **App Name** (e.g., `Collate Integration`) and choose your **Slack workspace**. | |||
|  | 5. Click **Create App**. | |||
|  | 
 | |||
|  | {% image | |||
|  | src="/images/v1.9/applications/slack6.png" | |||
|  | alt="Configuration" | |||
|  | caption="Configuration" | |||
|  | /%} | |||
|  | 
 | |||
|  | ### 2. Configure OAuth & Permissions
 | |||
|  | 
 | |||
|  | 1. In your app’s dashboard, navigate to **OAuth & Permissions**. | |||
|  | 
 | |||
|  | {% image | |||
|  | src="/images/v1.9/applications/slack7.png" | |||
|  | alt="Configuration" | |||
|  | caption="Configuration" | |||
|  | /%} | |||
|  | 
 | |||
|  | 2. Under **Scopes**, configure the following: | |||
|  | 
 | |||
|  | {% image | |||
|  | src="/images/v1.9/applications/slack8.png" | |||
|  | alt="Configuration" | |||
|  | caption="Configuration" | |||
|  | /%} | |||
|  | 
 | |||
|  | #### For **Bot Token Scopes**:
 | |||
|  | Add these scopes: | |||
|  | - `chat:write` | |||
|  | - `channels:read` | |||
|  | - `groups:read` | |||
|  | - `im:read` | |||
|  | - `mpim:read` | |||
|  | - `users:read` | |||
|  | - `commands` | |||
|  | - `app_mentions:read` | |||
|  | 
 | |||
|  | #### For **User Token Scopes**:
 | |||
|  | Add these scopes: | |||
|  | - `channels:history` | |||
|  | - `groups:history` | |||
|  | - `im:history` | |||
|  | - `mpim:history` | |||
|  | 
 | |||
|  | {% note %} | |||
|  | 
 | |||
|  | Only add the scopes you need. Ensure your Slack workspace allows user token generation (may require admin privileges). | |||
|  | 
 | |||
|  | {% /note %} | |||
|  | 
 | |||
|  | ### 3. Install the App to Workspace
 | |||
|  | 
 | |||
|  | 1. Still in **OAuth & Permissions**, click **Install** to install App to your Workspace. | |||
|  | 
 | |||
|  | {% image | |||
|  | src="/images/v1.9/applications/slack9.png" | |||
|  | alt="Configuration" | |||
|  | caption="Configuration" | |||
|  | /%} | |||
|  | 
 | |||
|  | 2. Authorize the permissions requested by the app. | |||
|  | 
 | |||
|  | After installation, you'll be redirected to the OAuth screen where your tokens will be displayed. | |||
|  | 
 | |||
|  | ### 4. Copy the Tokens
 | |||
|  | 
 | |||
|  | - **Bot User OAuth Token**: Starts with `xoxb-...` | |||
|  | - **User OAuth Token**: Starts with `xoxp-...` | |||
|  | 
 | |||
|  | Store these tokens securely and provide them in the Slack app configuration within Collate. | |||
|  | 
 | |||
|  | {% note %} | |||
|  | 
 | |||
|  | - Never expose your tokens publicly. | |||
|  | - Rotate tokens periodically. | |||
|  | - Use Slack's [token rotation policy](https://api.slack.com/authentication/token-types#rotating) for better security. | |||
|  | 
 | |||
|  | {% /note %} | |||
|  | 
 | |||
|  | For more information, refer to the [Slack API documentation](https://api.slack.com/). |