# Slack Integration

The Slack integration with Asset Panda enables real-time notifications to be sent from Asset Panda to Slack. Notifications trigger through automation rules and deliver to specific Slack users or channels. This integration improves visibility into asset-related activities and supports faster decision-making.&#x20;

Use the Slack integration in Asset Panda to send real-time notifications directly to Slack channels or users. These notifications are triggered through automations and provide instant updates related to asset management activities. The integration improves communication and helps teams stay aligned by delivering updates where they already collaborate.

All setup actions for Slack must be performed using the Slack API portal: <https://api.slack.com/apps>.

## Prerequisites

* Active Asset Panda subscription
* Slack workspace with permission to install apps
* Slack account with admin or app installation privileges
* Slack Bot Token Scopes and User Token Scopes
* Admin access to Asset Panda

### **Role and Access Requirements**

* App installation must be allowed in the Slack workspace
* The user performing the setup must have permission to install and configure Slack apps
* The user and bot must be manually invited to each private channel where notifications should be delivered. *(You can invite a bot by clicking on a channel going to integrations and adding the app, or by @mention the bot by name in the channel)*.

***

## Slack Tasks <a href="#slack-tasks" id="slack-tasks"></a>

### Creating a Slack App <a href="#slack-app" id="slack-app"></a>

1. Go to <https://api.slack.com/apps>
2. Click **Create New App**
3. Select **From scratch**
4. Enter an app name (for example, `AssetPandaNotification`)
5. Select the workspace where the app will be used
6. Click **Create App**&#x20;

***

### Configuring User & Bot Token Scopes  <a href="#slack-token" id="slack-token"></a>

1. In the app dashboard, open **OAuth & Permissions**
2. Scroll to the **Bot Token Scopes** section
3. Add the following scopes:

| Scope               | Description                                         |
| ------------------- | --------------------------------------------------- |
| `chat:write`        | Send messages as the bot                            |
| `chat:write.public` | Send messages to channels the bot isn't a member of |

4. Scroll to the **User Token Scopes** section
5. Add the following scopes:

| Scope                 | Description                                                 |
| --------------------- | ----------------------------------------------------------- |
| `channels:read`       | View basic information about public channels in a workspace |
| `groups:read`         | View basic information about a user’s private channels      |
| `search:read.private` | Search a workspace's content in private channels            |
| `search:read.public`  | Search a workspace's content in public channels             |
| `search:read.users`   | Search a workspace's users                                  |

{% hint style="info" %}
&#x20;***Note**: To allow access to private channels, invite the user and bot manually to each channel after the app is installed.*
{% endhint %}

***

### Installing the Slack App&#x20;

1. In **OAuth & Permissions**, go to the **OAuth Tokens for Your Workspace** section
2. Click **Install App to Workspace**
3. Review the requested permissions and click **Allow**
4. Copy the generated **User OAuth Token** and **Bot User OAuth Token**

{% hint style="info" %}
***Tip**: Store the tokens in a secure location. These tokens are required during the integration setup in Asset Panda*
{% endhint %}

***

## Asset Panda Tasks <a href="#ap-tasks" id="ap-tasks"></a>

### Adding the Slack integration in Asset Panda <a href="#adding-integration" id="adding-integration"></a>

1. Log in to Asset Panda with an administrator account.
2. Navigate to **Settings** > **Account Management**.
3. Under the appropriate module, click **Manage** under **Integrations**.
4. Open the **Integration Store** for the selected account.
5. Locate the **Slack** tile and click **Add**.
6. Switch to the **Integrations in this module** tab.
7. Locate the **Slack** tile and click **Configure**.&#x20;

***

### Authenticating the Slack Connection <a href="#auth" id="auth"></a>

On the authentication screen in Asset Panda, provide valid Slack tokens.

1. Log in to Asset Panda with admin access
2. Go to **Settings** > **Account Management**
3. Under the relevant module, click **Manage** next to **Integrations**
4. Open the **Integration Store**
5. Locate the **Slack** tile and click **Add**
6. Go to the **Integrations in this module** tab
7. Click **Configure** next to Slack
8. Paste both the **User OAuth Token** and **Bot User OAuth Token** obtained from the Slack API portal in their respective fields.
9. Click **Test and save connection**
10. If the test passes move to the below step.

***

### Building an Automation to Send Information <a href="#automation" id="automation"></a>

User Automations to create a notification to be sent via Slack.  Notifications can be sent to Channels or Users in Slack.  To configure the notification:

1. Go to **Settings**.
2. Click **Automations** in the desired module.
3. Click **Create**.
4. Select the Trigger and set the conditions for the action (Ex -When a record is created, updated or deleted)
5. Choose **Notification** in Type.
6. Select **Slack notification** in Notification Type.
7. Click **Edit**.
8. Click **To** and search for relevant Slack users/channels.
9. Click **Save**.

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