Rounak Dhillon 6f31e92cc6
Slack Application Document Addition in Collate (#22213)
Co-authored-by: “Rounak <“rounakpreet.d@deuexsolutions.com”>
Co-authored-by: Prajwal214 <167504578+Prajwal214@users.noreply.github.com>
2025-07-08 16:34:21 -07:00

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title description slug collate
Slack Integration with Collate for Data Collaboration Integrate Collate with Slack to enable real-time data collaboration, search assets, receive notifications, and share metadata insights directly in Slack. /applications/slack 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 SettingsApplicationsAdd Apps.

{% image src="/images/v1.9/applications/slack1.png" alt="Configuration" caption="Configuration" /%}

  1. 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 page.
  2. Click Create New App.

{% image src="/images/v1.9/applications/slack4.png" alt="Configuration" caption="Configuration" /%}

  1. Select From scratch.

{% image src="/images/v1.9/applications/slack5.png" alt="Configuration" caption="Configuration" /%}

  1. Enter the App Name (e.g., Collate Integration) and choose your Slack workspace.
  2. Click Create App.

{% image src="/images/v1.9/applications/slack6.png" alt="Configuration" caption="Configuration" /%}

2. Configure OAuth & Permissions

  1. In your apps dashboard, navigate to OAuth & Permissions.

{% image src="/images/v1.9/applications/slack7.png" alt="Configuration" caption="Configuration" /%}

  1. 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" /%}

  1. 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 for better security.

{% /note %}

For more information, refer to the Slack API documentation.