--- 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/).