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Solution home App Resources Workbot for Slack

Workbot for Slack: Getting Started with Workbot

Modified on: Thu, Aug 31, 2017 at 7:39 AM



WORKBOT FOR SLACK



Thanks for installing Workbot! We know that juggling around multiple apps can be hard, and now with Workbot for Slack, you can now have all your data accessible and modifiable on Slack itself! 




Workbot from Workato helps you work with your business apps from within Slack. You can chat with your apps to access information or ask the the app to create or update business data. To cut down on traffic, apps can now send you smart notifications based on user specified filters.



Getting started with Workbot is easy. Here's a video to help you get started : 


In this document we show you how you can get started quickly and enjoy the all the benefits of Workbot.


We will cover four areas

  • Adding Workbot to Slack

  • Connecting Workbot to Apps

  • Sending commands to the Apps

  • Setting up Workbot for Smart Notifications


Add Workbot to Slack

  • To add Workbot to your Slack

  • click here or enter www.workato.com/workbot-slack in the address bar

  • Workato will bring up the screen that will help you set up slack for Workbot

  • Note: If you want to not make Workbot available to all your team members you can create a new Slack team for your workbot team.



  • Click on the Add to Slack button

  • This will bring up a pop-up that shows you which slack channel you are connected to and ask you to authorize


Authorize access to Slack


 


  • Once you authorize, you will get a confirmation screen.

  • From here you just have two more steps get going



    Clicking on Got it! will add Workbot to your Slackand show you the list of pre-built apps

 

Workbot Added to Slack


  • You can turn on the access to the apps you need

  • Here is the lower part of the Apps list

Lower part of the App screen



 

  • If you turn on an App, such as Salesforce it will popup the connection screen and guide you to connect to the right Salesforce instance


Activate Salesforce and QuickBooks

 


  • Once turned on, the apps will show up with the button as ON

  • You can click on the Commands link to see the list of available commands


Activated Apps and list of available commands


 




  • Now you are ready to start chatting with Workbot

  • Note that Direct messages or DM are private exchanges with Workbot and won’t be seen by others



Start chatting in Slack

  • Since we have already connected to QuickBooks and Salesforce we can start talking to them.

  • Let’s ask QuickBooks to show details for a customer

     

 

  • QuickBooks shows us the result

  • and asks us if we want to create a corresponding account in Salesforce

  • We say Yes

  • Workbot comes back and says that it already exists,

  • But if it did not it would have created it



Setting Up Notifications

  • Commands are one way to interact with Workbot.

  • You can also ask it to listen on important stuff and notify you about them

  • You can invite workbot to any channel and configure the notifications to go to that channel

  • Here we are creating a new channel to get salesforce notifications and Inviting Workbot to the channel


Selecting the Channel for Workbot



 



Inviting Workbot to the Channel

 


  • Now Workbot is part of the channel



  • Let’s check what notifications are available
  • Ask Workbot about the available notifications

     


 

  • To turn on notifications ask workbot to turn on the notification

  • If the App is not connected it will not be able to turn it on




  • But if it is connected, it will confirm that it turned it on

 

  • And send you the notifications on this channel



 


  • You can also turn off notifications





 

  • Workbot will confirm that it has turned notifications off

 


 


To summarize,

We’ve learned how to

  • Add Workbot to Slack

  • Connect Workbot to Apps

  • Send commands to the Apps

  • And set up Workbot for Smart Notifications


Workbot for Workato helps you chat and do work with business apps from within Slack.

Workbot makes your employees better informed and more productive with Workato. To get started go to https:/workato.com/workbot-slack.



Have a question for us about Workbot? Post a question here and our community experts will take a look at it!


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