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			Co-authored-by: “Rounak <“rounakpreet.d@deuexsolutions.com”> Co-authored-by: Prajwal214 <167504578+Prajwal214@users.noreply.github.com>
		
			
				
	
	
		
			183 lines
		
	
	
		
			5.2 KiB
		
	
	
	
		
			Markdown
		
	
	
	
	
	
			
		
		
	
	
			183 lines
		
	
	
		
			5.2 KiB
		
	
	
	
		
			Markdown
		
	
	
	
	
	
| ---
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| title: Slack Integration with Collate for Data Collaboration
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| description: Integrate Collate with Slack to enable real-time data collaboration, search assets, receive notifications, and share metadata insights directly in Slack.
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| slug: /applications/slack
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| collate: true
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| ---
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| 
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| # Slack Application in Collate
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| 
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| 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.
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| 
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| ## Overview
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| 
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| The Slack application connects your Slack workspace with Collate, enabling seamless communication and metadata access:
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| 
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| - **Real-Time Notifications**: Receive instant alerts, mentions, and updates directly in Slack.
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| - **Metadata Search**: Quickly search for glossaries, terms, tags, and tables within Slack.
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| - **Asset Sharing**: Share Collate assets effortlessly with your team from Slack.
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| - **Enhanced Productivity**: Stay informed and connected without leaving your workspace.
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| 
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| ## Key Capabilities
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| 
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| - **Search Entities**: Use Slack to search glossaries, terms, tags, and tables.
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| - **Share Assets**: Share metadata assets from Collate to your team directly in Slack.
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| - **Notifications**: Get notified when someone mentions `@collate2`, or when updates occur in your data workspace.
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| 
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| ## Authorizations
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| 
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| When connected, Collate will have the following permissions in Slack:
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| 
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| - View and respond to messages that mention `@collate2`.
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| - Access content in public channels where Collate is added.
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| - Join public channels and view their basic information.
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| - Add and respond to shortcuts and slash commands.
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| - Access content in direct messages and group direct messages.
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| - View user profiles in the workspace.
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| - Send messages as `@collate2`, including to channels it's not a member of.
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| - Post messages to designated Slack channels.
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| 
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| ## Slack App Configuration
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| 
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| To enable Slack integration in Collate:
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| 
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| 1. Navigate to **Settings** → **Applications** → **Add Apps**.
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| 
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| {% image
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| src="/images/v1.9/applications/slack1.png"
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| alt="Configuration"
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| caption="Configuration"
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| /%}
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| 
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| 2. Search for **Slack** and install the application.
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| 
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| {% image
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| src="/images/v1.9/applications/slack2.png"
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| alt="Configuration"
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| caption="Configuration"
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| /%}
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| 
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| ### Configuration Fields
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| 
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| - **User Token**: Token used to authenticate Slack API requests on behalf of a user.
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| - **Bot Token**: Token used to authenticate Slack API requests on behalf of the bot.
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| 
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| {% image
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| src="/images/v1.9/applications/slack3.png"
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| alt="Configuration"
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| caption="Configuration"
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| /%}
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| 
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| {% note %}
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| 
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| Ensure that both tokens are securely stored and have the required scopes for interaction with your Slack workspace.
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| 
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| {% /note %}
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| 
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| ## How to Obtain Slack Bot Token and User Token
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| 
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| 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.
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| 
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| ## Step-by-Step Instructions
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| 
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| ### 1. Create a Slack App
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| 
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| 1. Go to the [Slack API: Your Apps](https://api.slack.com/apps) page.
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| 2. Click **Create New App**.
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| 
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| {% image
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| src="/images/v1.9/applications/slack4.png"
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| alt="Configuration"
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| caption="Configuration"
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| /%}
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| 
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| 3. Select **From scratch**.
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| 
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| {% image
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| src="/images/v1.9/applications/slack5.png"
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| alt="Configuration"
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| caption="Configuration"
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| /%}
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| 
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| 4. Enter the **App Name** (e.g., `Collate Integration`) and choose your **Slack workspace**.
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| 5. Click **Create App**.
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| 
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| {% image
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| src="/images/v1.9/applications/slack6.png"
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| alt="Configuration"
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| caption="Configuration"
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| /%}
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| 
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| ### 2. Configure OAuth & Permissions
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| 
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| 1. In your app’s dashboard, navigate to **OAuth & Permissions**.
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| 
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| {% image
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| src="/images/v1.9/applications/slack7.png"
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| alt="Configuration"
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| caption="Configuration"
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| /%}
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| 
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| 2. Under **Scopes**, configure the following:
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| 
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| {% image
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| src="/images/v1.9/applications/slack8.png"
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| alt="Configuration"
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| caption="Configuration"
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| /%}
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| 
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| #### For **Bot Token Scopes**:
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| Add these scopes:
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| - `chat:write`
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| - `channels:read`
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| - `groups:read`
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| - `im:read`
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| - `mpim:read`
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| - `users:read`
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| - `commands`
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| - `app_mentions:read`
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| 
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| #### For **User Token Scopes**:
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| Add these scopes:
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| - `channels:history`
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| - `groups:history`
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| - `im:history`
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| - `mpim:history`
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| 
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| {% note %}
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| 
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| Only add the scopes you need. Ensure your Slack workspace allows user token generation (may require admin privileges).
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| 
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| {% /note %}
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| 
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| ### 3. Install the App to Workspace
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| 
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| 1. Still in **OAuth & Permissions**, click **Install** to install App to your Workspace.
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| 
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| {% image
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| src="/images/v1.9/applications/slack9.png"
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| alt="Configuration"
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| caption="Configuration"
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| /%}
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| 
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| 2. Authorize the permissions requested by the app.
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| 
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| After installation, you'll be redirected to the OAuth screen where your tokens will be displayed.
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| 
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| ### 4. Copy the Tokens
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| 
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| - **Bot User OAuth Token**: Starts with `xoxb-...`
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| - **User OAuth Token**: Starts with `xoxp-...`
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| 
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| Store these tokens securely and provide them in the Slack app configuration within Collate.
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| 
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| {% note %}
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| 
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| - Never expose your tokens publicly.
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| - Rotate tokens periodically.
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| - Use Slack's [token rotation policy](https://api.slack.com/authentication/token-types#rotating) for better security.
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| 
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| {% /note %}
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| 
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| For more information, refer to the [Slack API documentation](https://api.slack.com/).
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