Slack - Authorization

You no longer need to create or provide a Slack token to use Slack templates to share messages in PMG slack via Alli Workflows. Alli now sends Slack messages using a system user: @Alli - Workflows.

What You Need To Do

To make sure your messages get delivered where you want them, all you need to do is invite @Alli - Workflows to the right channel(s).

Step-by-Step

1. Identify Your Target Channel

   • This is where your Alli workflow should send messages (e.g. #campaign-alerts, #client-qa)

2. Invite @Alli - Workflows

   • In Slack, go to that channel

   • Type /invite @Alli - Workflows

   • You should see the user join the channel

3. You're Done

   • Once invited, Alli can post messages to that channel via any Slack action in your workflow

If you need to create a slack app for another slack instance or use case, see the below instructions, and reach out to the PMG team for more information on how to override the existing token for PMG Slack.

Slack Blueprints rely on users to have the Slack token of a working Slack app that's install to their organization's Workspace with the right permissions. The app must be invited to all channels the user wants to send a message to. Below are the steps of how to accomplish each of these individually.

Creating a Slack App

1. Visit the Your Apps page in Slack.

2. Click the Create New App at the top. You'll be greeted with a modal that asks you for a few details.

3. In the modal, you'll need to give your app a name and need to tie your app to an existing Workspace that you have access to. Once finished, click Create App.

Setting Slack App Permissions

1. On your new app's Basic Information page, select Bots to navigate to the App Home page.

2. On the App Home page, click Review Scopes to Add.

3. Scroll down to the Scopes section of the page and click Add an OAuth Scope for your Bot token.

4. Search for and add all of the following scopes:

   • channels:join

   • channels:read

   • chat:write

   • chat:write.public

   • groups:read

   • users:read

   • users:read.email

   • files:write

At a high level, here's what these scopes mean for your application:

Channels/Groups - Give your bot the ability to see both public and private channels that exist, with the added ability for users to invite your bot to the channel.

Chat - Send messages from the bot to any channels where it is currently a member (or a public channel).

Users - Give your bot the ability to look up information about users so it can appropriately @tag them.

CAUTION: There are two sections for Slack App scopes. You do not need to add OAuth Scopes for User tokens.

Accessing the Slack Bot Token

1. Once all permissions are set, scroll to the top of the page and click Install to Worksapce.

2. On the next screen, click Allow.

3. The next screen will now show you a Bot User Oauth Token. Store this somewhere safe and DO NOT SHARE IT with anyone outside of your organization. This token is what you'll enter in the Slack Token field on Shipyard.

NOTE: If you ever add additional scopes to your application, you will have to reinstall it to your workplace.

Inviting a Slack App to your Channel

In every private channel that you want send messages to, you'll need to invite your application.

1. Navigate to the channel you want to send messages to.

2. Type /invite and select the option that appears to Add apps to this channel

3. Search for the app you want to add to the channel and click Add.

NOTE: If the channel is public, the bot should be able to find it without being added. If not, try adding the bot to the channel.