Sora’s Slack integration allows you to automate a variety of actions in your company’s Slack instance as tasks within workflows. This article provides step-by-step instructions for setting up the integration as well as creating the 4 different types of Slack integration tasks:

• Invite employee to channel
• Remove employee from channel
• Send direct message
• Send channel message
• Create channel

If you’re more of an auditory or visual learner, check out the following video which walks through the process of setting up the integration and using it to send a new-hire announcement to a company-wide Slack channel.

Setting up the integration

If you have multiple instances of Slack that you would like to integrate with Sora then you will need to follow the instructions in this article instead.

1. Within Sora, navigate to Settings > Integrations > Slack.
2. Click on the Log in to set up integration button.

3. In the resulting pop-up, click on the Allow button.

4. You should see the following confirmation message and the toggle at the bottom should now be set to Active.

Invite employee to channel

The following steps can only be completed if you or someone at your company has already set up the Slack integration within Sora.

1. Add a new Integration task to your workflow.

2. Click the Expand button to pull up all the task configuration settings.

3. From the Action dropdown, select the Slack - invite employee to channel option.

4. Expand the Slack - invite employee to channel options section and in the Employee dropdown, designate who you want to be added to the channel. Click the plus icon if you want to add multiple people.

5. Select the appropriate channel from the Channel name dropdown.

Alternatively, you can check the box below the dropdown to create a new channel.

6. Set the task Trigger and Filters settings which operate just like they do for any other workflow task.
7. Click the Create (Publish) button to finish adding the task to your workflow. Alternatively, you can click on the Save as draft button.

In order for this integration task to run successfully, the Sora app must have already been added to the corresponding Slack channel.

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Remove employee from a Slack channel

Similarly, you can use a Sora integration task action to remove an employee from a Slack channel.

Simply create the integration task, like above, but this time choose the Remove employee(s) from Slack channel action.

Then select the employee you want to remove. Typically this will be the employee going through the workflow.

And then select the channel you'd like to remove them from.

You can also test this integration task action before publishing it. You can do this by selecting an employee and either clicking the Preview parameters button to see what will be sent to Slack, or clicking the Test full integration button to actually remove the employee from the channel.

Send direct message

The following steps can only be completed if you or someone at your company has already set up the Slack integration within Sora.

1. Add a new Integration task to your workflow.

2. Click the Expand button to pull up all the task configuration settings.

3. From the Action dropdown, select the Slack - send direct message option.

4. Expand the Slack - send direct message options section and from the To dropdown, designate the person that should receive the message. Click the plus icon if you want to send the message to multiple people.

5. Enter the message body. You can use variables to personalize the message.

6. Specify the bot name which will determine the display name of the bot that will send the message.

7. Specify the bot icon which can be any one of your Slack emojis. Simply type out the emoji’s name surrounded by colons, as shown below.

8. Set the task Trigger and Filters settings which operate just like they do for any other workflow task.
9. Click the Create (Publish) button to finish adding the task to your workflow. Alternatively, you can click on the Save as draft button.

Send channel message

The following steps can only be completed if you or someone at your company has already set up the Slack integration within Sora.

1. Add a new Integration task to your workflow.

2. Click the Expand button to pull up all the task configuration settings.

3. From the Action dropdown, select the Slack - send channel message option.

4. Expand the Slack - send channel message options section and from the Channel name dropdown, select the channel where the message should be posted.

5. Enter the message body. You can use variables to personalize the message.

6. Specify the bot name which will determine the display name of the bot that will send the message.

7. Specify the bot icon which can be any one of your Slack emojis. Simply type out the emoji’s name surrounded by colons, as shown below.

8. Set the task Trigger and Filters settings which operate just like they do for any other workflow task.
9. Click the Create (Publish) button to finish adding the task to your workflow. Alternatively, you can click on the Save as draft button.

In order for this integration task to run successfully, the Sora app must have already been added to the corresponding Slack channel.

Create channel

The following steps can only be completed if you or someone at your company has already set up the Slack integration within Sora.

1. Add a new Integration task to your workflow.

2. Click the Expand button to pull up all the task configuration settings.

3. From the Action dropdown, select the Slack - create channel option.

4. Expand the Slack - create channel options section and specify a name for the channel that you want to create using the Channel name field.

5. Set the task Trigger and Filters settings which operate just like they do for any other workflow task.
6. Click the Create (Publish) button to finish adding the task to your workflow. Alternatively, you can click on the Save as draft button.

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Add the Sora app to a Slack channel

In order for Sora to send messages or invite employees to a Slack channel, the Sora Slack app must first be set up and then added to the specific channel. Follow these steps to add the Sora Slack app into any Slack channel:

1. Within Slack, click on the channel name in the sidebar and then click on the channel name at the top to open up the channel details.

2. In the resulting pop-up, open the Integrations tab and then click on the Add an App button.

3. Click on the Add button next to the Sora app.

4. You should see a message posted to the channel confirming that the app was added.