Guide: Sending Databox data to Slack

HOW TO

For an overview of using Databox with Slack and a look at certain new features, check the following videos.

''Automate delivery of Alerts and Scorecards in Slack:''


''Automate Snapshots of your Databoards in Slack:''


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. 
1
 To connect a Databox Account to a Slack channel, navigate to https://databox.com/slack
2
 Click Add to Slack
3
 In the Where should Databox post? section, select public or private Channel where you want the Databox bot to post
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. 
4
 Click Install
5
 You'll now receive a message from the Databox bot in the Channel you selected above. Click on the link to authenticate the connection

Pro Tip: If you receive a message saying "it seems you have connected a slack bot before..", follow these steps
6
 Click Allow to grant permission and complete the connection process

How to send Alerts, Scorecards and Scheduled Snapshots to Slack

IN THIS SECTION

How to automatically deliver Alerts, Scorecards and Scheduled Snapshots to a public channel

You can set Alerts, Scorecards and Scheduled Snapshots to be automatically delivered to a specific  public channel by following the steps below.

1
 Set up your Alert, Scorecard or Scheduled Snapshot
2
 In the  Delivery Options section, select  Slack
3
 Choose the channel where you would like the Alert, Scorecard or Scheduled Snapshot delivered
Pro Tip: This does not need to be the same channel that was selected during the connection process. 

Alerts, Scorecards and Scheduled Snapshots will be automatically seen by all users in the selected Slack channel.

Scheduled Snapshots sent to Slack are always delivered as JPGs, regardless of the File Format selected.

How to automatically deliver Alerts, Scorecards and Scheduled Snapshots to a private channel

If you wish to receive the notifications from Databox in a private channel, follow these steps:  

1
 Set up your Alert, Scorecard or Scheduled Snapshot and select a public channel in Slack, where they will be delivered

Scheduled Snapshots sent to Slack are always delivered as JPGs, regardless of the File Format selected

2
 Set public channel to private channel
3
 Invite Databox to the private channel by using command /invite @databox
Please note, that once Slack channel has been set to private, it can not be set to public anymore.

View and edit Slack notifications

You can review the list of all Alerts, Scorecards and Scheduled Snapshots 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

1
 To disconnect a Databox Account from a Slack Workspace, navigate to https://databox.slack.com/apps
Pro Tip: From within Slack, you can get here by clicking on the gear icon and navigating to Add An App > View App Directory. 
2
 Click  Manage
3
 This will bring you to the Apps page. Type Databox in the Search bar to find the Databox connection
4
 Click on the Databox connection to open the Authentication page
5
 At the bottom of the page in the Remove Application section, click Remove App

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

In Slack, you can monitor data for different Clients. Scheduled Snapshots, Scorecards and Alerts can be automatically sent to the corresponding Slack channels. Learn more about this here.

In order for this to work, a Slack user that is also added as a user in the respective Client Account can connect client's Databox account with the agency Slack workspace. One Slack user can establish only 1 connection between Databox account and Slack workspace. 

It is on our roadmap to improve this functionality by enabling 1 user to connect multiple Databox accounts with one Slack workspace. You can upvote for this improvement on our Roadmap here.

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. 

1
Navigate to the Slack workspace where your Account is connected
2
 Write "logout" command
3
Reconnect your Slack Account in a new 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...

1
 Ignore this error
2
 Type a command (like "/databox scorecard"). There should be no further errors returned. 
If you would like to change the Databox Account connected...
1
Navigate to the Slack workspace where your Account is connected
2
 Write "logout" command
3
Reconnect the intended Databox Account in a new workspace

"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..

1
 Ignore this error
2
 Type a command (like "/databox scorecard"). There should be no further errors returned. 
If you want to change the Databox Account that is connected...
1
Navigate to the Slack workspace where your Account is connected
2
 Write "logout" command
3
Reconnect the intended Databox Account in a new workspace

How to join the Databox Partner Slack workspace

Agency Partners are invited to join our Databox Partner Slack workspace. Learn how to join here.

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