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.

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 User OAuth Token

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


Slack Tasks

Creating a Slack App

  1. Click Create New App

  2. Select From scratch

  3. Enter an app name (for example, AssetPandaNotification)

  4. Select the workspace where the app will be used

  5. Click Create App


Configuring Bot 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

channels:join

Join public channels

channels:read

View public channel information

chat:write

Send messages as the bot

chat:write.public

Send messages to public channels without joining

groups:history

View messages in private channels where the bot is a member

groups:read

View details of private channels

groups:write

Manage or create private channels where the bot is a member

incoming-webhook

Post messages to specific channels

users:read

View members in the workspace

users:read.email

View email addresses of members in the workspace

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


Installing the Slack App

  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 Bot User OAuth Token

Tip: Store the token in a secure location. This token is required during the integration setup in Asset Panda


Asset Panda Tasks

Adding the Slack integration in Asset Panda

  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.


Authenticating the Slack Connection

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

  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 the Bot User OAuth Token obtained from the Slack API portal

  9. Click Test and save connection

  10. If the test passes, click Continue with Mapping

  11. Choose the saved view or collection where notifications will apply

  12. Click Save to complete the configuration


Building an Automation to Send Information

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.

  5. Choose Notification in Type.

  6. Select Slack notification in Notification Type.

  7. Click Edit.

  8. Click To and select the Channel or Username to collaborate with.

  9. Click Save.

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