Slack integration

The Slack integration enables real-time notifications to be triggered through automation rules and delivered from Asset Panda to specific Slack users or channels. This integration provides instant updates into asset-related activities and supports faster decision-making. It improves communication and helps teams stay aligned by delivering updates where they already collaborate.

Prerequisites

• Active Asset Panda subscription with Admin access

• Slack workspace with permission to install apps

• Slack account with admin role or permission to install and configure Slack apps

• Slack Bot Token Scopes and User Token Scopes

• User and bot must be manually invited to each private channel where notifications should be delivered.

To invite a bot:

• Select a channel, go into integrations, and then add the app.

• @mention the bot by name in the channel.

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Slack tasks

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

Create a Slack app

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.

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Configure Bot and User Token Scopes

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 where the bot isn't a member.

1. Scroll to the User Token Scopes section.

2. 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.

To allow access to private channels, invite the user and bot manually to each channel after the app is installed.

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Install the Slack app

1. In OAuth & Permissions, go to the OAuth Tokens for Your Workspace.

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.

Store the tokens in a secure location. These tokens are required during the integration setup in Asset Panda Pro.

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Asset Panda tasks

Add the Slack integration

1. Log into Asset Panda Pro with an administrator account

2. Navigate to Settings > Account Management.

3. Expand the appropriate account and module.

4. Click Manage in the Integrations card.

5. Select Integration Store.

6. In the Slack tile, click Add. The Integrations in this module tab is displayed.

7. In the Slack tile, click Configure.

8. Authenticate the Slack connection:

   1. Paste the User OAuth Token and Bot User OAuth Token obtained from the Slack API portal.

   2. Click Test and save connection.

9. If the test passes move to the below step.

10. Create an automation to enable notifications to be sent using Slack:

    • Select Slack notification as the Notification Type.

    • Select the relevant Slack users or channels as the recipient.

    See Create an automation.