Guide: Sending Databox data to Slack

HOW TO

For an overview of using Databox with Slack and a look at certain 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

1
 To connect a Databox Account to Slack, navigate to the Notifications > Slack. Click +  Turn on Slack notifications.
2
 In the  Authorization window, select the Slack Workspace that you want to connect with your Databox account.
3
 Click Allow to grant permissions and complete the connection process.
4
 You'll receive a welcome message from the Databox bot in the connected Slack Workspace.

How to send Alerts, Scorecards and Scheduled Snapshots to Slack

You can set Alerts, Scorecards, and Scheduled Snapshots to be automatically delivered to a specific Slack channel, or as a direct Databox app message.

HOW TO SEND NOTIFICATIONS

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

1
 Set up your Alert, Scorecard, or Scheduled Snapshot as you'd like. 
2
 In the  Delivery Options section, select  Slack.
3
 Click Set channels and choose one or more channels where you would like the Alert, Scorecard, or Scheduled Snapshot delivered.
4
 Click Save.

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

1
 Set up your Alert, Scorecard, or Scheduled Snapshot as you'd like. 
2
 Navigate to Slack, and send  /invite @databox in the selected private channel(s).  
3
 Next, navigate back to Databox account and select  Slack In the  Delivery Options section.
4
 Click Set channels and choose one or more channels where you would like the Alert, Scorecard, or Scheduled Snapshot delivered.
5
 Click  Save.

How to automatically deliver Alerts, Scorecards and Scheduled Snapshots as a direct message

1
 Set up your Alert, Scorecard, or Scheduled Snapshot as you'd like. 
2
 In the  Delivery Options section, select  Slack.
3
 Click  Save.

Additional Information on sending Alerts, Scorecards, and Scheduled Snapshots to Slack

  • If you haven't selected a Slack channel, the Alert, Scorecard or Scheduled Snapshot will be delivered as a direct message to you.
  • Alerts, Scorecards, and Scheduled Snapshots will be automatically seen by all users in the selected Slack channel.
  • In public channels, Databox's name will appear as the sender of the Notification.
  • In private channels, if Databox has not been invited to the channel (by sending ''/invite @databox''), the user's name that has set up the notification will appear as a sender of the Notification.
  • Slack channels that do not have any members added will not get listed in the Select Slack channels from workspace ''X'' pop-up window.
  • Slack channels that have been archived will not get listed in the Select Slack channels from workspace ''X'' pop-up window.
  • Scheduled Snapshots sent to Slack are always delivered as JPGs, regardless of the File Format selected.

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 Slack or set up new notifications on the Slack Landing Page in Databox.

Navigate to the  Notifications icon > Slack Landing Page.

How to update the Slack Workspace connected to Databox

1
 Login to your Databox account.
2
 Navigate to the following link:  https://app.databox.com/slack/authorize
3
 In the  Authorization window, select Slack  Workspace that you want to connect with your Databox account
4
 Click  Allow to grant permissions and complete the connection process
5

 You'll receive a welcome message from the Databox bot in the connected Slack Workspace

Pro Tip: If you updated Slack Workspace you'll need to update Slack channels notifications (Alerts, Scorecrads, Scheduled Snapshots) delivery. To do this, n avigate to the Notifications icon > Slack Landing Page and update Slack channels for the corresponding notifications. 
If you don't update Slack channel(s) the  notification(s) will be deilvered as direct message(s) to you.

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 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 Databox Account can connect the Databox account with the agency Slack workspace. One Slack user can establish only 1 connection between the Databox account and Slack workspace. 

It is on our roadmap to improve this functionality by enabling 1 user to connect multiple Databox (Client) accounts with different Slack workspaces. You can upvote this improvement on our Roadmap here.

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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