Integrations → Slack

Connect Incorta to Slack

You can easily connect your Slack workspace with Incorta to be able to send dashboards to your users.

Configure Slack

To start sending dashboards to Slack, you must configure Incorta application on Slack and configure Slack in Incorta Cluster Management Console (CMC).

Configure Incorta Slack application

Create an application per worksapce if you have multiple

1. Open https://api.slack.com/apps while you are logged in as a developer user to your Slack.
2. Select Create New App.
3. Select From App Manifest.
4. Choose your desired workspace.
5. Paste the following json file content, select Next, and then Create.

Copy
{
  "display_information": {
    "name": "Incorta",
    "description": "This is the Incorta application to integrate Incorta with your Slack workspaces.",
    "background_color": "#121726"
  },
  "features": {
    "bot_user": {
      "display_name": "IncortaAnalytics",
      "always_online": true
    }
  },
  "oauth_config": {
    "scopes": {
      "bot": [
        "channels:read",
        "chat:write",
        "conversations.connect:read",
        "files:read",
        "files:write",
        "groups:read",
        "users:read",
        "users:read.email",
        "channels:join"
      ]
    }
  },
  "settings": {
    "org_deploy_enabled": false,
    "socket_mode_enabled": false,
    "token_rotation_enabled": false
  }
}

6. Retrieve Slack app Client ID, Client Secret, and Token from https://api.slack.com/apps/A05PU0MDNH0/general?.

Configure Slack in CMC

1. In the CMC, enable the Incorta Slack Integration option from Cluster Configurations > Default Tenant Configurations > Integration.
2. Configure Slack on CMC by filling in the data you have retrieved:
   • Slack app Client ID
   • Slack app Client Secret
   • Incorta Slack bot token
3. In Slack, install the Incorta bot in the needed channel.

Send dashboard to Slack

1. Log in to Incorta Analytics.
2. Select your dashboard.
3. Select the Share icon from the Action Bar, then Send/Schedule a Report.
4. Select Communication Platform as your sharing option.
5. Select the platform as Slack.
6. Select the channel you want to send the report to, knowing that:
   • Incorta lists all public channels in your Slack workspace whether you have invited the bot or not, so you must make sure you have invited the bot to be able to send the report.
   • For private channels, Incorta only displays private channels that have the bot invited.
7. (Optionally)Enter file name and select its format.
8. Choose whether to append timestamp to the file name.
9. (Optionally) Enter a message to associate with the shared dashboard.
10. Select Done.

Supported dashboard formats

You can share dashboard in the following formats to Slack:

• PDF
• CSV
• XLSX

Additional considerations

Disabling Slack integration while having scheduled jobs will pause these scheduled jobs. For more information, refer to the Scheduler documentation.