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
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 goingClicking 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
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
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!