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Slack Channel Automation

jessica-lie
Workato employee
Workato employee

[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?

4 REPLIES 4

jessica-lie
Workato employee
Workato employee

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

Hi Pranav,


Weโ€™ve done similar work before. Here are some ideas:


Part 1: One Time Sync

  1. Create necessary channels
  2. Add staff to channel accordingly (1 recipe). Slack doesnโ€™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

  1. Trigger = new hire โ€œactivatingโ€ their slack account (Slack)
  2. Action = add the staff to channel accordingly

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

Recipe 1: a daily snapshot of Workdayโ€™s data (e.g., department, manager, etc)

Recipe 2: comparison against yesterdayโ€™s data

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

Hope this helps ๐Ÿ˜Š

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

@Paul Biagio

Thanks Gordon.

jessica-lie
Workato employee
Workato employee

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

Attaching some screenshots โ€“ 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 โ€“ callable recipe.



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

@Paul Biagio

Thanks Gordon.