topic Re: Slack Channel Automation in Workato Pros Discussion Board

Slack Channel Automation

jessica-lie — Fri, 15 Jan 2021 13:06:14 GMT

[Dec 4, 2020] Pranav Shahi (VP, Head of Business Systems from Atlassian) posted:

Has anyone worked on automated department and manager specific slack channels created/updated using data from Workday? My team has done a pilot, and are mentioning that they will need a recipe per slack channel that is to maintained dynamically against Workday data, but that does not seem practical.

Thoughts?

Re: Slack Channel Automation

jessica-lie — Fri, 15 Jan 2021 13:07:32 GMT

[Dec 4, 2020] Gordon Hu from WeGalvanize replied:

Hi Pranav,

We’ve done similar work before. Here are some ideas:

Part 1: One Time Sync

Create necessary channels
Add staff to channel accordingly (1 recipe). Slack doesn’t api to query channel and return name. It can list all channels but there is pagination involved. It may be quicker to put them in look up table, or in the recipe directly.

note: if they want to leave the channel, we let them leave.

Part 2: New Hire add to channel recipe

Trigger = new hire “activating” their slack account (Slack)
Action = add the staff to channel accordingly

Part 3: Staff Change Report (this could be a tricky one – but you can reuse the logic for other system like ERP)

Recipe 1: a daily snapshot of Workday’s data (e.g., department, manager, etc)

Recipe 2: comparison against yesterday’s data

If there is a change (e.g., Individual Contributor becomes a Manager): add to the appropriate channel

Hope this helps 😊

Re: Slack Channel Automation

jessica-lie — Fri, 15 Jan 2021 13:08:45 GMT

[Dec 4, 2020] PRANAV SHAHI (Head of Business Systems, IT at Atlassian) replied:

@Paul Biagio

Thanks Gordon.

Re: Slack Channel Automation

jessica-lie — Fri, 15 Jan 2021 13:11:34 GMT

[Dec 4, 2020] Gordon Hu from WeGalvanize replied:

Attaching some screenshots – that we add staff to location-based channels. We used 2 callable recipes.

Callable 1: Input =

Email
Location

Action

Write a different IF-condition

add the person X to Y channel (2nd callable recipe)

Add user to a channel – callable recipe.

Re: Slack Channel Automation

jessica-lie — Fri, 15 Jan 2021 13:12:01 GMT

[Dec 4, 2020] PRANAV SHAHI (Head of Business Systems, IT at Atlassian) replied:

@Paul Biagio

Thanks Gordon.