Guide: Using Databox with Slack
HOW TO
For an overview of using Slack with Databox and a look at certain new features, check the following video.
How to connect Databox to Slack
Unlike other integrations, Databox needs to be connected within Slack, rather than Slack being added as a Data Source connection within Databox.
Pro Tip: If you are connecting a Databox account to Slack for the first time, navigate to the Notifications icon > Slack Landing Page > click on the green button Turn on Slack notifications and follow the steps outlined below.
Pro Tip: When setting up and editing Scorecards and Alerts, you can select a new Channel. This selection is for the default Slack Channel Databox should post to.
Pro Tip: If you receive a message saying "it seems you have connected a slack bot before..", follow these steps.
How to send Alerts and Scorecards to Slack
IN THIS SECTION
How to automatically deliver Alerts and Scorecards to a public channel
You can set Alerts and Scorecards to be automatically delivered to a specific public channel by following the steps below.
Pro Tip: This does not need to be the same channel that was selected during the connection process.
Scorecards and Alert reports will be automatically seen by all users in the selected Slack channel.
It is not required to add multiple recipients to a specific Scorecard or Alert. 'Only me' option can be selected.
How to automatically deliver Alerts and Scorecards to a private channel
If you wish to receive the notifications from Databox in a private channel, follow these steps:
View and edit Slack notifications
You can review the list of all Scorecards and Alerts that have been scheduled to be sent to specific Slack channels or set up new notifications on the Slack Landing Page in Databox.
Navigate to the Notifications icon > Slack Landing Page.
How to disconnect Databox from Slack
Pro Tip: From within Slack, you can get here by clicking on the gear icon and navigating to Add An App > View App Directory.
How to update the channel where Databox is connected
In the channel where Databox is currently connected, send /kick @databox. In the channel where you want to connect Databox, send /invite @databox. You will now receive a confirmation message in the new channel.
How to use Slack for Client Accounts
-
Only Agency Accounts have access to Client Accounts. Learn more about how to become a Databox Agency Partner
here.
You are currently only able to connect one Databox Account to each Slack workspace. Because of this, it is not currently possible to connect Slack bots for several Client Accounts to one Slack workspace.
It is on the roadmap to enable this functionality. In the meantime, you can create a separate Slack workspace for each of your Clients. You can then connect each Client Slack workspace with the corresponding Client Account in Databox.
Within Slack, you can switch between workspaces to view data for different Clients. Scorecards, weekly summaries, and Alerts can be sent to the corresponding Slack workspace.
How to use Slack commands
Once you've connected Databox to Slack, you can use Slack commands in a public or private channel, or talk directly to the Databox bot.
Pro Tip: Scorecards and Alerts can be automatically sent to specific channels by following these steps.
In public or private channels, add @databox before any command for the returned data to be visible to everyone in the Slack channel. Add /databox before any command for the returned data to only be visible to you.
Popular commands are outlined below.
- Send help to return a list of all available commands
- Send metrics to return a list of all available Metrics that are used on Databoards in your Account. This command does not return the values for the Metrics.
- Send metrics [Metric name][Date Range] to report on specific data for the requested Metric.
Pro Tip: You can use the following optional shorthands for Date Range entries:
24h (last 24 hours), 1d (today), -1d (yesterday), -1w (last week), 7d (last 7 days), WTD (week to date), 14d (last 14 days), 30d (last 30 days), -1m (last month), MTD (month to date), etc.
- Send weekly to return your latest weekly summary
- Send alerts to return a list of the 5 most recently triggered Alerts from your Account
- Send scorecard to return a list of all existing Scorecards
How to handle an error
HOW TO HANDLE AN ERROR
"There was an error connecting your Slack account. Reason: This user already has a different Slack integration"
If your Account is already connected in a different Slack workspace, follow the steps below to connect your Account in a new Slack workspace.
"There was an error connecting your Slack account. Reason: This token already has a Slack bot connected"
You may receive this error if you successfully connected Slack and clicked on a link to authenticate Databox.
If you have connected the intended Databox Account...
"It seems you have connected a Slack bot before..."
You may receive this error if you connected Databox with Slack before.
If you want to keep the current connection..
How to join the Databox Partner Slack workspace
Agency Partners are invited to join our Databox Partner Slack workspace. Learn how to join here.