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Slack

Last Updated: Nov 17, 2020

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Slack is essentially a chat room for the whole company, designed to replace email as the primary method of communication and sharing. Its workspace allows the user to organize communications by channels for group discussions and allows for private messages to share information, files, and more all in one place.

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Prerequisities

  1. Create an account in the Slack application.

  2. Create a slack app to get the api token and set the scopes.

  3. Install the required packages to execute the Slack functions. If packages are already installed, ignore this step.

    Below are the steps to install the packages in client machine:

    1. Change the directory to C:\jiffyservice\precompile\connector\requirements.

    2. Execute the following command in the windows command prompt.

      pip install -r slack.txt –user

Designing A Task Using Slack Node

  1. In the Task Design screen, click on the << icon to expand the Nodes section.

  2. Drag and drop the Slack node from the Connector Nodes section and connect the node with the Start and End nodes respectively. Image description

  3. Double-click on the Slack node to display the Attributes pane. Image description

  4. The following options are available in the Actions tab:

    1. Slack Function: When the user selects the Slack Function option, pre-defined slack functions are available in the list box following it. Read about Slack Functions to know more.

    2. Custom Slack Function: JIFFY.ai provides a feature to allow users to create their own custom salesforce Functions as required.

    3. Set Variable: The user can set a variable inside the slack node. The value to be set can either be a constant or another variable. If this variable is set as an output variable in the Properties tab, it can be made available for other nodes as well.

    4. Predefined Function: These are JIFFY.ai provided python functions for the commonly used functions. Read about Predefined Functions to know more.

    5. User defined Function: JIFFY.ai provides a feature to allow users to create custom python functions and use them in the Actions tab. Read about User Defined Functions to know more.

  5. Choose the required option in the drop-down and select the required function in the Actions tab.

    Create Conversation (ABCDE, Implementation, True)

  6. Click on the icon beside the selected function name and specify the required input parameters. Read more about this here.

  7. Click on the Properties tab and provide the required details. Image description

  8. Save the task and then click on the Trial run icon to execute the task.

  9. Click on the Slack node and then click on the Result icon to view the Result of execution.

  10. A channel will be created in Slack with the provided details: Image description

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