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Slack integration for scheduled report delivery

The Slack integration delivers scheduled reports directly to your organization’s public and private Slack channels and personal chats. Connect Slack to align your team around the same data, generate discussions, and build good habits with daily, weekly, and monthly reports. If your organization uses Microsoft Teams instead, see the Microsoft Teams integration setup.

How to integrate Slack

Section titled “How to integrate Slack”

  1. Go to Organization settings > Integrations > Slack Organization settings page showing the Slack integration option under Integrations|690x439

  2. Select the relevant Slack account in the top-right corner and click on “Allow” Slack OAuth authorization screen with the Allow button highlighted|690x439

  3. The integration is now connected. Scheduled reports delivered to Slack channels appear under Integrations, and previous activity appears under the “Logs” tab. Connected Slack integration showing active report subscriptions and Logs tab|690x439

  4. Configure any scheduled report for Slack delivery by choosing this option on the report subscription dialog: Report subscription dialog with Slack selected as the delivery channel|690x439

Admins can also manage report subscriptions for other users from the communications overview page under Organization settings.

Scheduled reports are not the only thing Slack delivers. Once the integration is connected, a newsletter template can also notify a channel or a person when an automatically generated edition is waiting for review. See Notify reviewers when an edition is ready.

Send reports to private channels

Section titled “Send reports to private channels”

Public channels are listed as soon as Slack is connected. A private channel only appears once the Marfeel app is a member of it.

  1. In Slack, open the private channel and type /invite @marfeel.

  2. In Marfeel, open the subscription dialog and choose “Send to Slack”. The private channel is now listed under “Channels”, next to public channels and users. Send to Slack subscription dialog listing a private channel next to public channels and users|690x431

Once invited, the private channel is available everywhere Marfeel sends notifications to Slack, including scheduled reports and newsletter notifications.